Complimentary for Members

August 21, 2026

Live Webcast

NYSED 1
•
NASBA 1

Business Valuation Reporting, USPAP & IRS Considerations for Estate & Gift Tax Appraisals - Tech Session

August 21, 2026
Live Webcast
NYSED 1
•
NASBA 1

Business Valuation Reporting, USPAP & IRS Considerations for Estate & Gift Tax Appraisals - Tech Session

  • Instructor

    Carolyn
    Armbrust

Learning Objectives

  • Differentiate between the valuation standards, approaches, methods, and common procedures used for estate planning and settlement.
  • Identify steps business appraisers can take to strengthen valuation analysis, conclusions, and reporting to help avoid IRS audits.
  • Summarize the IRS guidance on qualified appraisals, qualified appraisers, and USPAP-compliant reporting formats.

Major Topics

  • Estate planning valuations
  • Audit-ready valuation reporting
  • IRS and USPAP guidance

CPE Credits Available

NYSED 1
NASBA 1
1
Taxation (NYSED) - NYSED
1
Taxes (NASBA) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Intended Audience

Accountants, attorneys, financial advisors, and anyone else involved in estate planning

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