VSCPA Forensic and Valuation Virtual Conference

Kevin Bender spoke at VSCPA Forensic and Valuation Virtual Conference on the impact of current tax proposals on valuation discounts for family limited partnerships and personal holding companies. Specifically, Kevin discussed the below cases which he suggests are relevant for all valuation experts

• Estate of Aaron Jones v. Commissioner, T.C. Memo. 2019-1011
• Estate of Warne v. Commissioner, T.C. Memo 2021-17
• Nelson v. Commissioner, T.C. Memo 2020-81
• Estate of Michael J. Jackson v. Commissioner, T.C. Memo 2021-48