Cost: Free to Attend (after attending we will email you a gift card to purchase a future lunch)
Please RSVP to program facilitator Buzz Leach at email@example.com. Shortly after receiving your registration, you will be sent a Zoom invitation to attend the webinar.
The economic events of 2022 have likely caused some trustees, grantors, and beneficiaries to need to revisit some trust tax rules before the upcoming tax filing season. The changing economic climate may also have taxpayers and their advisors considering wealth transfer techniques involving valuations. This webinar provides a timely overview of trust tax filing season reminders and updates, and an overview of the fundamentals of business valuation, applicable discounts, and the challenges of valuation in today's climate.