Back to Recent Posts

Jason Pierce Presents Minimizing Client Risks for Estate and Gift Valuations

By on February 22, 2016

Business valuation and forensic accounting principal, Jason Pierce, will discuss Minimizing Client Risks for Estate and Gift Valuations on Monday, March 7th through the Merrimack Valley Estate Planning Council.  The dinner presentation will include:

  • The importance of having a business valuation,
  • A review of the IRS position/policy on hot button issues,
  • An examination of some recent tax court cases, and
  • Details of how attendees can add value to their clients.

Posted In: Events

Print Article