BBA Partner Webinar: DGC Presents - Why Now is the Time to Gift Assets at Lower Valuations (9/16/2020)

Available: In Stock
Product No: 36291
Duration: 56.55 Hours
Publish Date : 9/16/2020


Item Description :

Please note - this purchase is for a digital download of the Learn Online Materials, including online viewing / download of the video presentation. 

BBA Member Price: FREE. Included as part of your membership
Non-Member Price: FREE

Description:

Members of DGC’s Private Client Group and Advisory Practice discuss how high lifetime gift exemptions coupled with lower asset values create a unique opportunity to leverage and efficiently transfer assets—and why now is the time to act! Ensuring that assets are valued appropriately is essential to achieving the maximum benefit of these gifting strategies.

Speakers:

Laura Barooshian
CPA, MST, AEP, CAP – Partner, DGC’s Private Client Group

Sahri Zeger
JD, MBA – Principal, DGC’s Private Client Group

Kimberley Train
CPA, ABV – Partner, DGC’s Advisory Practice

Jon Klerowski
CPA, ABV, CFE – Principal, DGC’s Advisory Practice


Pricing :
   
Non-Member Pricing $0.00
BBA Member Pricing $0.00