Estate Tax Valuations and Appraisal Update

Estate Tax Valuations and Appraisal Update ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

IRS Statistics ,[object Object],[object Object],[object Object],[object Object]

IRS Statistics – Estate Tax ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

IRS Statistics – Gift Tax ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

IRS Statistics – California Tax ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

4 Main Federal Estate Tax Reform Bills ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Planning During Economic Turmoil ,[object Object],[object Object],[object Object],[object Object],[object Object]

The Economic Downturn has Affected Valuation Inputs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

The Current Economic Downturn Requires Us to Revisit What “Fair Market Value” Means… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Valuation Issues Relating to First vs. Second to Die ,[object Object],[object Object],[object Object]

Entity Level Discounts ,[object Object],[object Object],[object Object],[object Object],[object Object]

Entity Level Discounts ,[object Object],[object Object],[object Object]

Subject Interest Discounts ,[object Object],[object Object],[object Object],[object Object],[object Object]

The New World We Work In…. Application of Discounts ,[object Object],[object Object],[object Object],[object Object],[object Object]

Discounts for Lack of Control ,[object Object],[object Object],[object Object],[object Object]

Discounts for Lack of Marketability ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Discount for Lack of Marketability vs. Lack of Liquidity – Degree of Marketability ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Judge Laro’s Mandelbaum Factors that Affect Marketability Discounts – used in the benchmarking analysis ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Computation of Discounts for Multi-Level Entities ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Computation of Discounts for Undivided Fractional Interests ,[object Object],[object Object],[object Object],[object Object],[object Object]

Comments From Honorable David Laro (U.S. Tax Court) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Comments From Mike Gregory… IRS Territory Manager, St. Paul “Common Errors in Valuation – Bullet Proof Valuations” ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Valuations for Charitable Giving ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Valuation of Life Insurance Policies ,[object Object],[object Object],[object Object],[object Object]

What To Remember From This Presentation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Estate Tax Valuations and Appraisal Update

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Estate Tax Valuations and Appraisal Update