Valuations for Gift and Estate Taxes: Review and Best Practices

Forensic and Valuation Services (FVS)

David, Natalya, and Brian discuss the current trends and challenges in business valuation and gift and estate tax including the importance of staying up to date on the current and potential changes in the gift and estate tax landscape.

The AICPA offers resources and guidance to practitioners that work in the business valuation of estate and gift taxation such as the toolkit landing page, practice aids, and the case law listing – see links in the RESOURCE section below

Guests: Brian Burns CPA/ABV/CFF, Partner and lead, FORVIS LLP Forensics and Valuation practice Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC

Host: David Consigli, CPA/ABV, CDFA, Partner and Lead, FAZ CPAs Business Valuation Practice

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This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services. Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark.

RESOURCES FOR FURTHER EXPLORATION If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.

From the FVS Section Library: FVS estate and gift toolkit Business Valuations for Estate and Gift Tax Purposes Practice Aid Estate and gift case law Webcast: Key Trends in Estate & Gift Planning

AICPA 2023 Forensic and Valuation Conference - session available for purchase Valuations for Gift and Estate Taxes: Review and Best Practices Update on Recent Valuation Cases

LEARN MORE ABOUT Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic

Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the CFF Infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at [e-mail]