2024-190: A Comprehensive Guide to Estate, Gift, and Charitable Contribution Court Cases


A Comprehensive Guide to Estate, Gift, and Charitable Contribution Court Cases







2024-190: A Comprehensive Guide to Estate, Gift, and Charitable Contribution Court Cases

**Webinar 190: Live Broadcast Date: June 19, 2024, 1:00-3:00 pm EDT**

VPS STRAIGHTtalk Webinar Series: The Trade Secrets of Understanding and Valuing Medical Practice Specialties

Speaker:  R. James (Jim) Alerding, CPA/ABV and Carli D. Lehr, CPA, CVA, CEPA, CM&AA

It is easy to find webinars that provide updates on recent court cases and their impact on business valuation. In this presentation, Jim and Carli will discuss a comprehensive list of Tax, US District and Appellate Court cases related to estate, gift and charitable contributions – past and present – and their impact on various topics related to business valuation. The analysis of these court cases will provide insight into the history of the courts’ positions on various business valuation related issues, developments in those positions over time, and the impact of current case law as they relate to estate, gift and charitable contribution cases.

Webinar Outline:
• Court cases will be discussed by subject matter topics including the application of various discounts, pass-through entity issues, built-in capital gains, and many others
• Within each subject matter topic, the most important court cases will be discussed and a list of other cases applicable to the topic will be listed for future refence by participants
• Each case discussed will include a background of the case and key takeaways to be considered when performing estate, gift and charitable contribution business valuations

Learning Objectives:
• Learn how the courts have handled various issues related to business valuation for the purposes of estate, gift and charitable contributions
• Understand key takeaways from the most influential court decisions relating to gift, estate and charitable contribution valuation issues
• Learn how to apply these court decisions in their business valuations for estate, gift and charitable contribution purposes


  • VPS webinar PowerPoint slides
  • Following the webinar, attendees will have access to a video recording of the program

With our simple flat pricing plan, your entire office (up to 20 people) can join us for this 100-minute presentation, earn two hours of CPE credit and receive an archive recording for $239. Contact jkern@valuationproducts.com if your firm will have more than 20 attendees. 


Program Level: Intermediate
Delivery Method: Group/Internet based
Prerequisites: Basic understanding of business valuation concepts
CPE Credits: Two 50-minute CPE hours / Field of Study: Specialized Knowledge
For more information on CPE credits, refund policies, and complaint resolution visit our CPE page at www.valuationproducts.com/cpe.html.

Note to our loyal repeat customers:  We are partnering with the Virginia Society of CPAs to update and streamline our webinar process.  As a result, the instructions for registering and accessing the webinar have changed. Please download and read these instructions carefully.

Download the Webinar Participant Instructions at purchase with registration link and details.

Participants must register individually in advance of the webinar to obtain a unique log-in link by email from Zoom.

Additional information