COVID-19 Impact on Business Valuations: Estate and Gift Planning Opportunities

COVID-19 is impacting business valuations and the market in general with depressed company values and extremely low interest rates. Learn about estate and gift planning strategies that may be advantageous during this volatile situation, including planning opportunities with Intentionally Defective Grantor Trusts, Grantor Retained Annuity Trusts, and Spousal Lifetime Access Trusts.

Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

Faculty:

Bruce L. Richman, CPA, ABV, CFF, CVA, CFE, National Director of Business Valuations, Mazars USA, Chicago

Douglas S. Robson, Barnes & Thornburg LLP, Chicago

e-learn

SKU: P2040-20E

$50.00 or 1.00 credits

Qty: decrease increase

Overview
Specifications

Faculty:

Bruce L. Richman, CPA, ABV, CFF, CVA, CFE, National Director of Business Valuations, Mazars USA, Chicago

Douglas S. Robson, Barnes & Thornburg LLP, Chicago

Products specifications

Program Date	6/24/2020

Products specifications

Program Date	6/24/2020

Product tags

gift tax (6)
,
estate tax (14)
,
estate planning (42)
,
business valuation (10)
,
idgt (1)
,
grat (1)
,
slat (1)
,
grantor trust (1)
,
annuity trust (1)
,
intentionally defective grantor trust (1)
,
grantor retained annuity trust (1)
,
spousal lifetime access trust (1)
,
covid-19-elder/estate (3)