Valuations and Appraisals: Tax Saving Opportunities for Estates, Businesses, and Individual Contributions
Note: CLE credit is not offered on this program
Recording of a 110-minute CPE webinar with Q&A
This webinar will analyze IRS requirements for valuations and appraisals. Our panel of financial analysts will compare scenarios in which appraisals are required with those in which they can bolster tax planning strategies for charitable contributions, business succession, and estate and gift tax.
Outline
- Introduction: valuations and appraisals
- IRS requirements for appraisals
- IRS requirements for valuation reports
- Utilizing valuations and appraisals
- Estate plans
- Gifting
- Charitable giving
- Business succession
- Other opportunities
- Best practices
Benefits
The panel will cover these and other critical issues:
- How the volatility of the market affects the need for valuations in estate plans
- IRS requirements for valuation reports
- How valuations can uncover tax planning opportunities in estate plans
- When the IRS requires an appraisal by a qualified appraiser
Faculty
Evan M. Levine
Founding Partner - Head of Valuation Engagements
Complete Advisors
Mr. Levine began his career in the summer of 1988 as the very first intern for Cowan Financial Group, a New York City... | Read More
Mr. Levine began his career in the summer of 1988 as the very first intern for Cowan Financial Group, a New York City agency of Mass Mutual Life Insurance. From 1988 to 2009, he provided insurance-based financial planning advice to investment bankers, attorneys, and business owners in NYC. Mr. Levine became independent in 2009 and started a fee-only, registered investment advisory firm offering wealth management and retirement income planning services, specifically aging baby boomers. In 2019, he partnered with Nainesh Shah to form Complete Advisors LLC to help pre-retirees plan financially for what’s next in their lives.
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Ronald P. Perry
Associate
Moritt Hock & Hamroff
Mr. Perry concentrates his practice on all aspects of complex trusts and estates, elder law and succession planning... | Read More
Mr. Perry concentrates his practice on all aspects of complex trusts and estates, elder law and succession planning related matters. He is highly skilled at drafting estate planning documents such as revocable and irrevocable trusts as well as settlement agreements. Mr. Perry also drafts, negotiates and counsels clients on pre-marital and post-marital agreements. In addition, Mr. Perry prepares comprehensive estate plans with the intent of minimizing estate tax and assists trustees in all aspects of trust administration including expounding the dispositive provisions of the trust, asset transfers and distribution, resolving trust liabilities and accounting for trust assets.
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Nainesh Shah, CFA, CVA
Partner
Complete Advisors
Mr. Shah grew up in Mumbai, India. He holds an MBA in finance from Dalhousie University, Canada, and a Bachelors in... | Read More
Mr. Shah grew up in Mumbai, India. He holds an MBA in finance from Dalhousie University, Canada, and a Bachelors in engineering from MS University, India. As a technology thought leader, he has generated fintech motifs such as mobile wallet and robo-advising. Mr. Shah's career highlights are the subscription-based Apple valuation, which has become gold standard on Wall Street, and a unique sum-of-the-parts model for Amazon, which added a deeper level to its valuation analysis. A Chartered Financial Analyst, Mr. Shah is also a member of the CFA Society NY. He has presented to several hundred audiences of financial advisors and non-profits on macroeconomic conditions, capital markets, portfolio construction, and risk management. Barron’s and Businessweek have quoted his insights into some of these topics. Mr. Shah coaches people in financial need pro bono. Behavioral finance and AI are among his professional interests.
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