Join us to learn about the hot-button cases regarding valuation for income, estate, and gift tax purposes. By exploring a broad set of cases covering the good, the bad, and the ugly, we look to provide insights that may prove useful as you avoid the likelihood of an audit.

Breakfast will be provided. All attendees will receive a copy of our book, The Current State of Discount Valuations.

Key Takeaways:

  • Learn about the hot-button issues
  • Increase your understanding of valuation discounts
  • Know what to look for in a valuation report

This session is eligible for 1.0 hour of CLE credit.

A limited number of seats will be available to qualified attendees on an invitation-only basis. If you are interested in requesting an invitation, please email by November 6, 2019.

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