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Lower Company Values Create Estate Planning Opportunity


July 1, 2020

11:30 AM – 12:30 PM EDT



The current economic and health crisis has reduced company values across many industry sectors, as values are driven by future cash flow expectations and the perceived risk to those cash flows. Lower values create an opportunity to reduce estate/gift taxes for business owners interested in transferring wealth out of their estate. At the same time, businesses and markets are resilient and if conditions improve, values may recover quicker than many realize, leading to an estate planning opportunity missed.

You’ve invited to join our valuation team members as they discuss:

  • Company values in the current environment
  • How to transfer ownership in a tax-efficient manner
  • Documenting ownership transfers to reduce regulatory risk

This webinar qualifies for 1.0 hour of CPE based on Ohio CPE requirements and 1.0 hour of CLE pending approval by the Ohio Supreme Court and Kentucky Bar Association.

Please note our webinar sessions can accommodate a maximum of 500 individuals. Should you experience difficulties accessing the live broadcast, it is likely due to reaching attendee capacity. For your convenience, a recording will be made available on our webinar recording webpage following the presentation.


Jeremy Bronson Director, Assurance & Business Advisory Services
Joseph Borowski Director, Valuation & Financial Opinion Services