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
- Founding member of Forensic Partners USA, LLC
- Practice emphasizes all aspects of forensic and valuation services
- Court appointed to assist in resolving some of the most complex issues in divorce cases
- Serves as an expert witness in business valuations and forensic accounting and has testified in various courts in South Florida
- Adjunct professor in accounting at Florida International University and frequent lecturer at various institutions and universities.
- Florida licensed certified public accountant
- Certified as a valuation analyst by the National Association of Certified Valuation Analysts as well as holding the accreditation in business valuations from the American Institute of Certified Public Accountants
- 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) 299-7350
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