Thursday, September 28, 2023
12:00 PM to 1:00 PM (Eastern Daylight Time)
Webinar - CLE Pass Eligible
Presented by the CT Bar Institute
About the Program
The valuation of a privately held business is a mixture of art and science. In estate planning and administration, the IRS provides guidance on when an appraisal is necessary as well as what the appraisal must contain. In a contested family or business divorce, there may be multiple angles to consider in the valuation of the business. This seminar will share background and stories by a qualified appraiser and an estate planning lawyer on the requirements for appraisals, when discounts for lack of marketability and control are appropriate, and identifying planning strategies related to appraisals of privately held businesses.
You Will Learn
• When it is necessary to engage a qualified appraiser
• The IRS requirements for a professional valuation
• How to read/understand the appraisal report
• How a professional appraiser should be selected
• What we should tell our clients about the appraisal process and the information required to prepare the appraisal
Who Should Attend
Estate planning lawyers, family lawyers, corporate divorce lawyers, CPAs, and financial advisors.
Cost
(Includes electronic materials)
Member $35
CLE Pass Holder $0 (you must have purchased the CLE Pass to register as a CLE Pass holder)
Student Member $15
Non-Member $70
Financial hardship information is available upon request.
CLE Credit
CT: 1.0 CLE Credits (General)
NY: 1.0 CLE Credits (AOP)
The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for newly admitted and experienced attorneys CLE credits.
Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, a fully interactive videoconference, or simultaneous transmission with synchronous interactivity. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml.
If the seminar is recorded, all member registrants will receive complimentary access to the recording approximately six weeks after the program. Please note that refunds will not be granted once course materials have been sent.
Cancellations made less than 2 business days prior to event are non-refundable.
Closed captioning will be available during the seminar presentation for virtual attendees.