Valuation of Closely Held Businesses in a Changing Regulatory Environment

MCLE Credits: 1.0
Ethics Credits Included: 0.0

Tuesday, November 16, 11:00 a.m. - 12:00 noon ET
  • Live Webcast
  • Live Telephone
Learn more about Virginia CLE webcast format
Learn more about Virginia CLE telephone format
Tuesday, December 7, 2:00 p.m. - 3:00 p.m. ET
  • Webcast with Live Q&A
  • Telephone with Live Q&A
MCLE Credit: 1.0
Live-Interactive Credit: 1.0 (all dates, all formats) Live Interactive MCLE Credit Symbol
Designation Credit: 1.0 Trusts and Estates Practice (Designations Information)
Registration Fee: $89

Information

Why Attend?

  • Evaluate the landscape and review the fundamentals of discounts
  • Discover possible changes due to tax or regulatory reform
  • Learn gift and estate planning strategies

Don’t discount the value of discounts in the context of gift and estate planning. This course will discuss the valuation of closely held business interests and other assets for transfer tax purposes in light of the past, current, and potential future regulatory environment.

 

Topics to be covered include:

  • Background on Chapter 14
    • Brief history of § 2704
    • Discussion of proposed regulations under § 2704
  • Basics of Valuation and Discounting for Transfer Tax Purposes
    • Analysis of fair market value determinations
    • Discussion of types of discounts available
  • Using Valuation Discounts to Our Advantage
    • Gift and estate planning strategies
    • Case studies of successes and failures

 

 

Discounts available for Virginia CLE webcast-telephone-live seminars Follow link to learn about the Virginia CLE Online Bundle with savings up to 45% Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about discount for New Virginia Lawyers (first 3 years) Follow link to learn about Government Employee discount Follow link to learn about Legal Aid discount

Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about Government Employee discount Follow link to learn about Legal Aid discount

Registration Deadlines:
Webcast: 10 minutes prior to seminar. If you register for a webcast the day of the seminar, your e-mail receipt will include a link to launch the seminar and download the materials.
Telephone: Online registration ends at 11:59 p.m. the day preceding the seminar
Call (800) 979-8253 to register up to one hour prior to the seminar

Cancellation Policy: Cancellation/transfer requests will be honored until 5:00 p.m. the day preceding the seminar. You will, however, be charged $40 if you cancel or transfer your registration to a different seminar after the link to the materials has been e-mailed by Virginia CLE.

Full refunds or transfers are available up to two days after a webcast in the unlikely event that you experience technical difficulties.

MCLE Credit Caveat: The MCLE Board measures credits by the time you spend in attendance. If you enter a seminar late or leave it early, or both, you must reflect those adjustments accurately in the credits you report on your credit reporting form. A code will be given at the end of the seminar, which must be written on your MCLE form.


Can't Attend?
E-mail distance_ed@vacle.org to be notified when/if this program is made available as an online or USB seminar.
E-mail publications@vacle.org to be notified when/if this program's seminar materials are made available for sale.

Schedule

COURSE SCHEDULE (November 16) (Eastern Time)

11:00 Valuation of Closely Held Businesses in a Changing Regulatory Environment
12:00 Adjourn
  • Q&A will be handled via chat room for Webcast attendees.
  • Q&A will be handled via e-mail for telephone seminar attendees.

COURSE SCHEDULE (December 7) (Eastern Time)

2:00 Valuation of Closely Held Businesses in a Changing Regulatory Environment
3:00 Adjourn
  • Q&A will be handled via chat room for Webcast attendees.
  • Q&A will be handled via e-mail for telephone seminar attendees.

Faculty

ABOUT THE SPEAKER

Michael H. Barker, McGuireWoods / Richmond

Michael is a partner with McGuireWoods LLP in Richmond, Virginia, where his practice focuses on the representation of high net worth individuals and families as well as closely held businesses with respect to a variety of tax, estate planning, and trust administration matters. As a member of McGuireWoods’ fiduciary advisory services practice group, he also frequently advises corporate and individual fiduciaries regarding tax and administration matters related to the fiduciary’s diverse duties and broad-ranging discretionary decisions.

Locations, Dates and Fees

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