Gain an understanding of the impact of gift and estate tax valuations.
Business owners have additional concerns when facing gift and estate planning. The determination of the value of such an asset brings unique challenges as well as estate planning opportunities. Business valuation professionals are uniquely able to guide such owners through tax compliance. This topic offers an overview of the concerns such a professional must consider to properly provide counsel to their clients, including guidance on emergent valuation industry practices related to gift and estate tax planning.
Agenda
Faculty
Elgin F. Polo, CPA, ABV, CVA
Forensic Partners USA, LLC
Elgin Polo
- Partner in the office of Kabat, Schertzer, De La Torre, Taraboulos & Co., LLC
- Practice emphasizes all aspects of forensic and valuation services
- Conducts regular seminars and workshops on numerous family law engagements
- Membership information: Florida Bar Family Law Section, Florida Institute of Certified Public Accountants, American Institute of Certified Public Accountants, Estate Planning Council of Greater Miami, National Association of Certified Valuation Analysts, Association of Certified Fraud Examiners, Business Networking International
- M.B.A. degree, with a concentration in taxation, University of Miami; B.S. degree in accounting, Binghamton University
- Can be contacted at [email protected] or 305-670-3370, ext. 2035
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