Managing Clients Through Business Valuation MattersManaging Clients Through Business Valuation Matters

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Presenter: Todd G. Povlich, CFA, ASA PartnerManagement Planning, Inc.	Moderator: Susan Lipp Editor in ChiefTrusts & Estates

When you help a client conduct a transaction or administer an estate, the client often will need to obtain a qualified appraisal to value the assets of his/her company. You’re tasked with managing your client through the business valuation process or reviewing a business appraisal that your client has obtained.

Join Todd G. Povlich, CFA, ASA, of Management Planning, Inc., as he shares a business appraiser’s perspective of the wealth planning and estate tax field. Mr. Povlich will cover several topics, including:

• How to manage your clients and their expectations through the business valuation process;
• What constitutes a qualified appraisal;
• Best practices for reviewing business appraisal reports;
• Navigating estate and gift tax audits; and
• Hot topics in business valuation.

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