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| 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.
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