Estate Planning & Valuation: Advise with Impact | FREE for ISCPA members
Overview
This event is only available to ISCPA members. Not an ISCPA member? Join today!
Highlights
- Core estate planning strategies for business owners
- Operating and buy-sell agreement terms that impact value
- Control vs. non-control interests and applicable discounts
- Using voting vs. non-voting shares to separate control from economics
- Navigating the latest tax law developments
- IRS audit triggers and how to help clients avoid them
Designed For
All CPAs.
Objectives
CPAs play a critical role in helping business owners preserve value and plan for the future. This session explores how valuation intersects with estate planning and how CPAs can add strategic value to client conversations. Learn how ownership structure, control rights, and tax law changes can influence valuation outcomes and gifting strategies. Walk away with insights to add strategic value and guide clients through legacy-focused planning.
Leader(s):
Leader Bios
Kirsten Johanson, BrownWinick
Kirsten specializes in estate planning, estate and trust administration, business succession, charitable planning, probate, planned giving, and trust & estate litigation. She helps individuals and families develop individualized estate plans to ensure smooth wealth transfers, effective tax strategies, and clarity during complex life transitions, serving as both trusted advisor and legal advocate. She joined BrownWinick after practicing in the Trust, Estate & Charitable Planning group at Gray Plant Mooty in Minnesota. Kirsten earned her J.D. from the University of Minnesota in 2016. She has been recognized for her legal practice by Best Lawyers - Ones to Watch and the Chambers High Net Worth Guide.
Michelle Hutson, Senior Financial Analyst, BCC Advisers
Michelle provides business valuations for closely held companies in a variety of industries, for purposes including ESOP’s, mergers/acquisitions, SBA 7(a) loans, estate taxes, buy/sell agreements, intra-family transfers/gifting, charitable donations, and management decision-making. Prior to joining BCC in 2017, Michelle completed internships with PricewaterhouseCoopers, Principal Financial Group, and Rockwell Collins.
Member Price $0.00