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Planning, Audit, And Litigation: Using Valuation Discounts To Transfer Wealth
November 7 @ 8:00 am - 9:00 am HST
Caroline D. Ciraolo will participate in a panel titled “Planning, Audit, and Litigation: Using Valuation Discounts to Transfer Wealth” at the 60th Annual Hawaii Tax Institute in Honolulu, Hawaii. The panel takes place at the Sheraton Waikiki Resort on Tuesday, November 7 from 8:00am – 9:00 am (HST) / 2:00pm – 3:00pm (ET).
Valuation Discounts are the essence of many wealth transfer strategies. This session will discuss how valuation discounts are used in planning, what happens if challenged, and how courts evaluate the use of valuation discounts.
Caroline D. Ciraolo, Partner, Kostelanetz LLP
Carsten Hoffman, Managing Director, Stout
Andrew M. Katzenstein, Partner, Proskauer Rose
Patrick J. Urda, Judge, United States Tax Court