Home » Agenda » FVC1956. Estate Planning and Valuation: Current issues and topics
FVC1956. Estate Planning and Valuation: Current issues and topics
Area of Expertise:
The Experienced Pro
Field of Study:
Basic knowledge of, or general experience in, forensic accounting, business valuation, or litigation
Wednesday, November 6, 2019
Valuations are still are critical part of estate planning. This session will provide some current considerations in estate planning and how valuations play into the estate planning process.
Understand the current regulatory environment for estate planning
Understand the planning tools estate planners use and how valuations plan into those tools
Former Partner & Director of Estate Planning | Wipfli LLP
Association of International Certified Professional Accountants
The Association of International Certified Professional Accountants (the Association) is the most influential body of professional accountants, combining the strengths of the American Institute of CPAs (AICPA) and The Chartered Institute of Management Accountants (CIMA) to power opportunity, trust, and prosperity for people, businesses, and economies worldwide.