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What is a Business Valuation? And when does your client need one?

Topic

Estate Planning

Program ID

345466

Hours

1

Format

Live / Stand-alone Workshop or Seminar

Complexity

Intermediate

Description

Tiffany is a CPA and an ABV (Accredited in Business Valuation) and leads the Business Valuation and Litigation Support practice for Perkins & Co., the largest privately-held public accounting firm in Oregon. Based in Eugene, she provides valuation services for estate and gift planning, charitable gift tax compliance, estate tax, succession planning, buying and selling businesses (including quality of earnings and due diligence), marital dissolution, and shareholder oppression, to name a few. She’s also a go-to resource for consultation services and for litigation/testimony. She is currently serving on the AICPA Business Valuation Committee and the AICPA Scholarship Foundation Committee and is an ABV champion for the state of Oregon.

Learning Objectives

- Valuation for estate and gift planning -Charitable gift tax complaince -Estate Tax -Succession Planning -Buying and selling businesses -Marital dissolution