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Estate Planning and Valuation: Current Issues and Topics

Description

This is an AICPA 2019 Forensic & Valuation Services Conference session rebroadcast. This session will focus on the estate planning process, when clients should start, key considerations, differences by state, basic estate planning documents, popular estate planning techniques, how valuations play into estate planning, and key court cases relating to valuations for estate planning.

Learning Objectives

1. Examine estate planning: Key documents and techniques; when to start; who to involve; key considerations; and basic estate planning process 2. Identify the differences between states for estate planning considerations 3. Examine how valuation professional get involved in estate planning 4. Examine the financial and emotional considerations in estate planning and review key court cases involving valuation and estate planning/settlement

Major Topics

1. Gift and Estate Planning

2. Valuation Engagements

Provider
AICPA
Course Level
Basic
Professional Area of Focus
Accounting & Auditing
CPE Field of Study
Accounting
1.5
Who Should Attend

Professionals who perform gift and estate tax and valuation engagements will benefit from attending this webcast.

Instructor(s)
Lisa Cribben
Prerequisites

None

Location
Online
Event Information
When
Jun 16, 2020
1:00 pm - 2:15 pm EST
Location
Online
Total CPE Credits
1.5
Format
Webcast Replay

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Estate Planning and Valuation: Current Issues and Topics


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