Valuation for Estate and Gift Tax Issues – What to Know in 2026
Stay current on IRS rules and the factors that trigger business valuations in tax and estate planning. You’ll sharpen your valuation skills and be ready for upcoming IRS changes.
Format
Webcast
Date
May 05, 2026
NASBA Field of Study
Specialized Knowledge
Level
Update
CPE Credits
1.5
Instructor
Baria Jaroudi, Natalya Abdrasilova, Lisa Cribben
Availability
3 months
Product Number
WC5225722
Designed for business valuation professionals in tax and estate planning, this webcast will provide practical recommendations to help you strengthen foundational skills and avoid costly errors.
You’ll gain actionable insights and strategies for addressing complex valuation issues, including:
- How to avoid common appraisal pitfalls
- The impact of recent case law
- Tax implications of gifting minority interests, with guidance on substantiation and support for discounts
- An overview of proposed IRS Circular 230 changes
Key Topics
- How 2025 case law decisions will affect your valuations
- Issue-specific IRS magnets
- Tax implications of gifting minority interests
- Implication of the proposed IRS Circular 230 changes
Learning Outcomes
- Identify frequent IRS challenges in business valuations, including issues related to discounts affecting lack of marketability and tax affecting pass-through entities.
- Recognize appraisal deficiencies that commonly lead to IRS disputes and learn how to address them before submission.
- Recognize tax implications of gifting minority interest and how they can provide support for discounts.
- Recognize recent regulatory changes that could affect valuation.
- Recognize proposed changes to IRS Circular 230.
- Indicate the significance of recent court cases and their impact on valuation practices.
Who Will Benefit
business valuation and tax professionals practicing in tax and estate planning
Group ordering for your team
2 to 5 registrants
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US customers call 1-800-634-6780 (option 1)
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