July 15, 2019

2019 CalCPA Estate and Trust Planning Conference

Powell Case and Impact on Valuation – Planning Around the Issue

This event has already occurred.

Jonathan Lurie presented "Powell Case and Impact on Valuation – Planning Around the Issue" at the 2019 CalCPA Estate and Trust Planning Conference, which he co-chairs, on July 15, 2019.

The Estate and Trust Planning Conference is designed for CPAs, attorneys, and financial professionals involved in estate and gift tax planning and compliance; other estate planning professionals; and practitioners with high-net-worth clients and clients with interests in closely held businesses. Attendees are able to gain valuable perspectives on evolving legislation and regulation from expert professionals.