MPI Featured Webinar

Managing Clients Through Business Valuation Matters

Tuesday, October 24, 2017 | 2:00pm ET / 11:00am PT

Archived versions of WealthManagement.com webinars are available on demand 24 hours after broadcast.

Presenter:
Todd G. Povlich, CFA, ASA
PartnerManagement Planning, Inc.
Moderator:
Susan Lipp
Editor in ChiefTrusts & Estates

 

When you help a client conduct a transaction or administer an estate, the client often will need to obtain a qualified appraisal to value the assets of his/her company. You’re tasked with managing your client through the business valuation process or reviewing a business appraisal that your client has obtained.

Join Todd G. Povlich, CFA, ASA, of Management Planning, Inc., as he shares a business appraiser’s perspective of the wealth planning and estate tax field. Mr. Povlich will cover several topics, including:

• How to manage your clients and their expectations through the business valuation process;
• What constitutes a qualified appraisal;
• Best practices for reviewing business appraisal reports;
• Navigating estate and gift tax audits; and
• Hot topics in business valuation.

Don't wait, register now!

SPONSORED BY:

CE Credits have been applied for and are pending approval.
Not able to attend? Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.

 
TAGS: Resources
Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish