Events
Current Trends in Valuation and the Transfer of Wealth
Join us for a webinar that will explore current trends in the areas of tax, valuation, trusts and estates and gifting through a variety of different lenses
(for business owners, high-net-worth individuals, and their advisors).
Topics to be discussed include:
- Estate and Gift Tax strategies
- Current tax law and available opportunities/challenges
- Impact of the current rising inflation rate environment
- Changes and trends in valuations (various scenarios include selling a business, litigation, divorce, and estate planning)
Speakers:
Michael Rudegeair, CPA, CFP®
Tax Director in Anchin Private Client and Trusts & Estates Services
Raymond Dragon, MBA, MS, CPVA, ASA
Senior Valuation Manager in Anchin’s Litigation, Forensic, and Valuation Services Group