November 08, 2016 - 9:30 AM - 10:30 AM

"It's All About Valuations – Maximizing the Benefits of Your Client’s Wealth Transfer Strategies" at the Hawaii Tax Institute

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Sheraton Waikiki Resort

Learn how to design your wealth transfer strategies to optimize your client’s valuation and maximize discounts. This session explains how to select an appraiser, what to look for in an appraisal report and key elements needed for success upon audit.

Speaker:
Michele Mulrooney, Partner, Venable LLP

Visit the Hawaii Tax Institute website for more information.