Offering the highest quality Continuing Professional Education
The CPE Forum of the Central Coast is dedicated to offering the highest quality Continuing Professional Education (CPE) credits for CPAs and attorneys.
When: Tuesday, July 15, 2014, 12pm-2pm (1.5 hrs CE credit)
Topic: Current State of Valuation Discounts
- The presentation examines cases and recent important tax court decisions regarding valuation for income, estate and gift taxes, and it also discusses the latest arguments used by the IRS to limit valuation discounts. This presentation explores the successes of the IRS and the mistakes of the taxpayer, and it provides suggestions on how to [a] reduce the probability of an audit, [b] increase the likelihood of victory, if audited, and [c] establish a basis for a more favorable negotiated settlement, if challenged.
Speakers: Thomas C. Berg, CFA, ASA, CVA and David M. Eckstein, CFA from FMV Opinions, San Francisco Office
Location: Corral de Tierra Country Club (no denim dress code enforced)