Valuation Issues Targeted by the IRS in Estate and Gift Tax Disputes

Date: Wednesday, February 13, 2013
Time: 5:45 PM - 8:45 PM
Location: Giovanni's II, Darien, CT
Speaker: Jeffrey M. Risius and Thomas J. Hope of Stout Risius Ross

We are pleased to announce that Jeffrey M. Risius and Thomas J. Hope of Stout Risius Ross will be our guest speakers on the subject of Valuation Issues Targeted by the IRS in Estate and Gift Tax Disputes at our February 13th Dinner Meeting at Giovanni’s II in Darien. Cash bar and cocktails will begin at 5:45 p.m., followed by dinner promptly at 6:30 p.m., speaker at 7:30 p.m., and we anticipate an end to the meeting between 8:30 p.m. and 8:45 p.m.

In recent years, the Internal Revenue Service has been challenging valuation conclusions in a number of key areas. In their presentation, Mr. Risius and Mr. Hope will provide a basic overview of the valuation process, but with a focus on those issues they have found to be most prone to IRS challenge (such as valuation discounts for transfers of family limited partnership interests). The discussion will also include their thoughts on the best responses to those IRS challenges, including the financial explanations that support a properly conducted analysis of the issues. The speakers will also be open to discussing audience members' experiences with valuation experts and defending valuation positions at audit.

Please click on the link below for complete program and registration details. (Non-members may attend dinner programs if accompanied by a member.)

 

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