Common Errors in Valuations

Who Will Benefit:  Valuators, CPA’s, Financial Planners, Tax Planners, Attorneys and individuals dealing with wealth preservation strategies either personally or on behalf of others.

How You Benefit:  This session will provide and foundational understanding of the factors, elements and current positions taken by the IRS and the courts as well as the typical weaknesses or mistake that are seen in valuations and valuation reports.

This session will provide and foundational understanding of the factors and elements that should be present in valuation reports as well as what to look for in them.

You will gain a:

• Foundational understanding of valuation reports and various possible use of them.
• Foundational understanding of what should be included in them and what the impact of drafts may be.
• Foundational understanding of the common errors that are made in reports.

This session focuses on the fundamental underpinnings of valuation reports and various types of reports that could be issued.  It will also examine the common errors that are typically made in valuation reports

This program is a live program delivered in San Francisco, California.  This multi-media program will be digitally delivered to you upon ordering.

Add To Cart! ($97.00) - Digital Download
(PowerPoint & Streaming Video)

Add To Cart! ($127.00) - DVD
(PowerPoint & DVD)