Joint Meeting: Estates & Probate | Tax Section (SEP231002)

Monday, October 2, 2023

6:00 PM to 8:00 PM (Eastern Daylight Time)

Grassy Hills Country Club

441 Clark Lane, Orange United States

Tax Affecting Business Valuations After Cecil v. Commissioner

Presented by
Todd Povlich, MPI

Program Description

Todd Povich of MPI will be presenting on the Tax Court decision in Cecil v. Commissioner. In that decision, the Tax Court upheld the use of “tax affecting” to determine the value of S corporation shares for federal gift tax purposes. Tax affecting is a valuation approach that applies hypothetical entity-level tax to a pass-through entity’s taxable income, which reduces the value of the business. The decision was welcomed news, but the decision far from closed the door on the debate regarding the use of tax affecting for the valuation of pass-through entities. This presentation will help practitioners understand how tax affecting pass-through entities works and the impact of the decision in Cecil v. Commissioner as the courts and IRS remain skeptical of its application.

CLE Credit

1.0 CT Credit

Cost

$50

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Contact

Member Service Center
Email: msc@ctbar.org
Phone: (844)469-2221