Valuations for Gift, Estate and Charitable Contribution Tax Purposes – 2/19/25
Join us and learn more:
Date: Wednesday, February 19, 2025
Time: 12 – 1 PM | Eastern
Join Gina Miller, Partner in Bennett Thrasher’s Disputes, Resolutions and Valuations practice, and Brett Dixon, Director Bennett Thrasher’s Disputes, Resolutions and Valuations practice, for an in-depth exploration of business valuation techniques for estate planning and charitable contributions. This session will cover key tax considerations, IRS requirements, and practical tips to ensure compliance while maximizing efficiency in your estate planning strategies.
What You’ll Learn:
- The latest estate and gift tax rates and penalties.
- IRS guidelines for gift, estate, and charitable contribution valuations.
- How to prepare valuations that withstand IRS scrutiny.
- Effective strategies for minimizing federal taxes.
- Case studies on non-controlling ownership interest transfers.
Who Should Attend:
Estate Planners
Tax Attorneys
Wealth Advisors
Business Owners