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Estate Planning Appraisal Fundamentals

 

Learn how assets are valued and how the IRS will consider the assets in order to best advise your clients.

The business is typically the cornerstone of an individual's estate and its value. Knowing the aspects of a valuation and how to review a valuation report is critical for estate planning and filing returns with the IRS. This topic will discuss the various approaches and methods utilized in determining the value of a business, as well as the various drivers of a valuation assignment. The material will focus on how adjustments to the reported financial statements and a careful review of key documents are essential to understanding the value of a privately held company and minority interests therein. Valuation discounts are often a controversial issue in fractional interest valuations and the speakers will prepare you for how these should be assessed and discussed in a report. Examples and illustrations will show you how to apply the concepts discussed so that you can be best prepared when submitting returns and reports to the IRS.

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Estate Planning Appraisal Fundamentals

Agenda

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Estate Planning Appraisal Fundamentals

Faculty

Forrest Vickery

Forrest Vickery

Sanli Pastore & Hill, Inc.

  • Managing director of Sanli Pastore & Hill, Inc.
  • Provide business valuations and special-situation financial opinions work for private and public clients throughout the U.S.
  • Regularly performed business valuations and forensic financial analyses for estate and gift tax reporting, family and business succession and transition planning, shareholder and marital disputes, corporate/partnership dissolution, employee stock ownership plans, eminent domain takings, and intellectual property, brand and patent valuation
  • Given numerous presentations on business valuation to bar associations, CPA societies, professional organizations and business groups
  • Written articles related to valuation
  • B.A. degree in honors economics, University of California, Irvine
  • Serve on the boards of several nonprofit organizations
  • Can be contacted at 916-614-0530 or [email protected]
Henry Kaskov

Henry Kaskov

Sanli Pastore & Hill, Inc.

  • Managing director of Sanli Pastore & Hill, Inc.
  • Provide business valuations and special-situation financial opinions work for private and public clients throughout the U.S.
  • Regularly performed business valuations and forensic financial analyses for estate and gift tax reporting, family and business succession and transition planning, shareholder and marital disputes, corporate/partnership dissolution, employee stock ownership plans, eminent domain takings, and intellectual property, brand and patent valuation
  • Given numerous presentations on business valuation to bar associations, CPA societies, professional organizations and business groups
  • Written articles related to valuation and is a contributing author in the recently released book titled Reviving the Financially Distressed Business, co-authoring a chapter with Nevin Sanli on Valuation Issues for Distressed Businesses
  • Serve on the boards of several nonprofit organizations
  • B.S. degree in finance, Gies College of Business – University of Illinois Urbana-Champaign
  • Can be contacted at 630-457-9200 or [email protected]
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Estate Planning Appraisal Fundamentals

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