2025 IAC BV - Panel on IRS Valuation Issues

Session Description

This panel discussion is a continuation of the presentation at the Portland 2024 conference. Subjects will include the present organization structure of the IRS and how appraisers in different disciplines interact with IRS professionals.   Additional topics will expand on the earlier 2024 topics, including “Qualified Appraiser,” recent conservation easements issues, and recent tax court decisions such as CECIL.   New topics will reflect incorporating appraisals from other disciplines in complex gift and estate filings, and avoiding questionable appraisal methodology and interpretation of discount evidence.

Speaker

Robert Schlegel, FASA
Curtis Kimball, ASA
Michael Perlmutter
Brian Flynn

Continuing Education

Review of this session recording will award 1.2 CE hour. 

CPE credit is not awarded for this pre-recorded offering.