Current Trends in Valuation and the Transfer of Wealth

August 11, 2022 12:30 pm 1:30 pm

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)


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

  • Services

  • Industries