September 24, 2024: Valuation Issues and Disclosure Requirements in Filing Estate and Gift Tax Returns (Webinar)


Tuesday, September 24, 2024 (12:00 p.m. – 1:45 p.m.)
2 CPE Credits
Course Fee: $119.00
Location: Zoom Webinar
Course Level: Intermediate
Advanced Preparation: None

The valuation of hard-to-value assets is one the most important issues in the preparation of Forms 706 and 709.  Properly disclosing the valuation of an asset and any associated discounts is required in order for the valuation to be respected on audit.  This webinar will discuss valuation issues and explain the rules of adequate disclosure that CPAs must understand when preparing estate and gift tax returns.

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For more information regarding administrative policies such as complaint and refund, please contact our offices at 631-683-8780.

Katz Tax Seminars, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Spon-sors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

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