Next Week! A Look at Tax Court Valuation Cases

A Look at Tax Court Valuation Cases

Tuesday, May 7, 12:30 pm - 1:30 pm Pacific via ZOOM

BHBA members attend all CLE webinars for free. There is a fee for non-members. Check out all membership options at www.bhba.org/membership.

Earn 1.0 CA CLE Hour

Meet the Speakers

Robert E. Dietrich

Senior Vice President

Kidder Matthews

Phil Schwab

Managing Director

Stout Risius Ross, LLC

About the Program

This webinar will explore the latest “Hot-Button” issues in real estate and business valuations in the estate and trust context. Panelist Robert E. Dietrich, MAI, CRE, of Kidder Mathews and Philip M. Schwab, ASA of Stout will present and discuss recent court cases and their impact on real estate and business valuations prepared for trust and estate tax purposes as well as older cases and their continued impact on valuation.

Section Sponsor

This program is presented by the Taxation Law section, chaired by Michele Weiss and co-sponsored by the Real Estate Law section co-chaired by Howard Gould and Elizabeth Dryden. Find out more about the section at www.bhba.org.

Share on Facebook

Forward to a Colleague

Share on LinkedIn

CLE CREDIT: BHBA CLE programs are eligible for credit in all jurisdictions with mandatory CLE requirements, subject to accreditation and restrictions below. The process for obtaining credit varies by state. For comprehensive details on course accreditation, please email help@bhba.org. Always refer to the registration page and/or course flyer for detailed CLE information for each course.

BHBA is an accredited or approved sponsor in California, Illinois, Pennsylvania, New Jersey, Connecticut, and Vermont. All courses qualify for New York credit through New York's approved jurisdiction policy. View New York's policy here.

BHBA actively seeks credit approval for individual programs in additional states, including Alabama, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Kansas, Kentucky, Louisiana, Maine, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

BHBA's programs also meet the CLE eligibility criteria in Alaska, Arizona, Hawaii and New Hampshire. Attorneys must individually apply for credit and, if mandated by the state, submit accreditation fees directly.