Hi Welcome to Valuation Podcast .com - A podcast and video series pertaining to all things business and valuation.
My name is Melissa Gragg, a business valuation expert in St. Louis Missouri.
I have the pleasure to talk Josh Lefcowitz about Estate Planning – Federal Gift Tax Valuations. Josh is a partner at Cohen and Company and is a valuation expert in Pittsburgh, Pennsylvania.
Creating an Exit Planning Strategy
1. What is estate planning, from a valuation perspective?
2. Why do we care about the federal gift tax lifetime exemption?
3. How do you “gift” shares of stock or interest in your business?
4. Why do you need a valuation for the gift tax return?
5. Why does the attorney or CPA ask about the valuation discounts?
6. Why is the time right to focus on gift and estate planning?
7. Who can benefit from transferring business interests at this time?
8. What are a few mechanisms to transfer business interests?
Melissa Gragg, CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
http://www.BridgeValuation.com
melissa@bridgevaluation.com
Cell: (314) 541-8163
Bridge Valuation Partners, LLC
301 Sovereign Court, Suite 208
St. Louis, MO 63011
Tax return, gift tax, gift tax exemption
Joshua Lefcowitz, CPA/ABV/CFF, CVA, CFE, ASA
Partner, Valuation & Litigation Support Services
Cohen & Company
525 William Penn Place, Suite 3010 | Pittsburgh, PA 15219
jlefcowitz@cohencpa.com
Direct: 724.260.8129
Mobile: 412.901.5010
Fax: 866.818.4538
