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Gina Miller, Partner in Bennett Thrasher’s Disputes, Resolutions and Valuations practice, and Brett Dixon, Director Bennett Thrasher’s Disputes, Resolutions and Valuations practice, give an in-depth exploration of business valuation techniques for estate planning and charitable contributions. This session covers 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.

Watch now to learn the tax considerations, IRS requirements, and practical tips for your charitable contributions,