Lower Company Values Create Estate Planning Opportunity
The current economic and health crisis has reduced company values across many industry sectors, as values are driven by future cash flow expectations and the perceived risk to those cash flows. Lower values create an opportunity to reduce estate/gift taxes for business owners interested in transferring wealth out of their estate. At the same time, businesses and markets are resilient and if conditions improve, values may recover quicker than many realize, leading to an estate planning opportunity missed.
You’ve invited to join our valuation team members as they discuss:
- Company values in the current environment
- How to transfer ownership in a tax-efficient manner
- Documenting ownership transfers to reduce regulatory risk
This webinar qualifies for 1.0 hour of CPE.
This course is pending approval by the Supreme Court of Ohio Commission on Continuing Legal Education and the Kentucky Bar Association Continuing Legal Education Commission for 1.0 total CLE credits.
Date and Time
Wednesday Jul 1, 2020
11:30 AM - 12:30 PM EDT
July 1, 2020
11:30 AM – 12:30 PM
Location
Webinar
Fees/Admission
Free
Contact Information
Kyrie Bumpus at kbumpus@gbq.com
Send Email