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Valuing Family Limited Partnerships Workshop (43B)

Course CPE: 5 hours
Field(s) of Study: Accounting–1 hour; Business Law–1 hour; Taxes–3 hours
Program Level: Overview
Prerequisites: None
Delivery Method: Self-Study
Advanced Preparation: None

Item Number: 17BV0109FLP
Shipping Weight: 0lbs. 0oz.

Price: $320.00

Recording Date: January 9-13, 2017

Program Description

This workshop will introduce attendees to current methodologies and resources relating to the valuation of Family Limited Partnerships (FLPs) and similarly organized asset-holding companies. The workshop will focus on engagements for gift and estate tax as well as income tax planning. Attendees will be introduced to the empirical data, statutes, and case law that will help them form a solid discount conclusion in their valuations.

Learning Objectives

After completing this webinar, attendees will be able to:

Recognize a well-written valuation report of an FLP (or similar estate planning entity)
Identify the various tax code sections pertinent to these valuations
Recognize data to support discounts found in these valuations

Who Should Attend

Valuation analysts of all levels, estate and tax attorneys, and estate planners.

Presenter(s):

Peter Agrapides

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Valuing Family Limited Partnerships Workshop (43B)

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