FEPCMD Complimentary Webinar - The Current State of Discount Valuations
Webinar Title: The Current State of Discount Valuations
Wednesday, May 13, 2020 – 12:00 pm - 1:00 pm EDT (9:00 am to 10:00 am PDT)
45 minute presentation followed by Q&A
Aaron Stumpf is a Managing Director in the Valuation Advisory group. He has provided business valuation and financial advisory services for numerous purposes including estate and gift taxation, income tax requirements, buy-sell agreements, mergers and acquisitions, corporate reorganizations and recapitalizations, fairness and solvency opinions, and other tax, corporate, and litigation related matters. He has extensive experience with engagements involving valuation discount opinions (FLP/FLLC), restricted stock and blockage discount opinions, undivided interest discounts, C to S conversions, promissory note valuations, and private equity and hedge fund interests.
Carsten Hoffmann is a Managing Director in the firm’s Valuation Advisory group. Carsten has more than two decades of valuation expertise and is a recognized expert on a broad range of complex valuation issues related to estate and gift tax, income tax, litigation support and dispute resolution – including the quantification of discounts for lack of control and lack of marketability pertaining to business and real property interests. As a leader in the valuation industry, Carsten has testified in U.S. Tax Court as a valuation expert, has authored a number of articles on a wide range of valuation topics, and regularly presents on valuation issues nationally.
• Learn about the hot-button issues that auditors look for with a valuation
• Increase your understanding of valuation discounts
• Understand the impact of COVID-19 on values
Join us to learn about the recent developments regarding valuation for income, estate, and gift tax purposes. By exploring recent cases such as Pierson M. Grieve v. Commissioner, James F. Kress vs. United States, and Estate of Aaron U. Jones vs. Commissioner we will provide insights that may prove useful to avoid the likelihood of an audit. In addition, we’ll be presenting on the planning opportunities created by recent market volatility and reduced values observable in the public markets.