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
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