Workshop: How to Review a Business Valuation Report Prepared for Gift & Estate Tax Purposes
Date: Wednesday, December 4, 2019
Time: 9:00am - 10:30am
Location: Northern Trust, 50 S. Lasalle Street, Global Conference Center, Chicago
Speaker: Aaron Stumpf, Stout
This presentation will discuss the fundamental items that should be included in a business valuation report prepared in a gift and estate tax context, identify questions to help a reviewer evaluate the reasonableness of the report, and address areas of valuation controversy.
Level: Intermediate
Pending approval for 1.5 continuing education credits for CFP, CLE, CPA, CPWA, CTFA
