JP Morgan Private Bank

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

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