EPG Speaker Event
Thank you to our sponsors:
Title: Business Valuation for Estate and Gift Tax Purposes
Speaker: Joel Rosenthal, Baker Tilly
This session will introduce business valuation for purposes of gift and estate taxes. We will cover what is involved in the valuation process, the income, market, and asset approaches, discounts for lack of control and lack of marketability, and the factors that drive value.
Seating is limited. Please RSVP by December 31, 2024. WE ARE AT CAPACITY. REGISTRATION IS CLOSED.
Baker Tilly Scottsdale office, located at 7098 E. Cochise Rd, Suite 100, Scottsdale, AZ 85253
Parking is free. Please park on the outer row of spaces on the east or north sides of the building, or the row of spaces adjacent to the west side of the building.
The Emerging Professionals' Group (EPG) of Central Arizona Estate Planning Council (CAEPC) is a vibrant group of younger professionals who are under age 40 or who have less than 10 years of experience. This group is focused on social and educational events for individuals newer to the professions involved with estate planning. The professional demographic includes legal, accounting, investment, insurance, financial planning, and other estate-planning related profession.
