Share this event with friends and colleagues

Please Note: This event has already taken place.

BBA Partner Webinar: DGC Presents - Why Now is the Time to Gift Assets at Lower Valuations

Wednesday, September 16, 2020 1:00 PM to 2:00 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


Description:

Join members of DGC’s Private Client Group and Advisory Practice for a webinar to 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.


Topics include:
• Impact of the current political and economic climate on future estate and gift tax exemptions
• Strategies to transfer assets more efficiently, utilizing the favorable interest rate environment with potential lower asset and equity valuations
• How to ensure assets are valued appropriately to achieve the maximum benefit of gifting strategies
• Why an appraisal report prepared by a qualified appraiser is critical to meeting the IRS’s adequate disclosure standard

Presenters:
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

Contact: Kappy Freund, kfreund@dgccpa.com, 781-248-0404

 

Contact:

Mariah Hanlon
mhanlon@bostonbar.org

 

BBA Event Calendar