Business Valuations in Estate Planning– before and after Covid19

This Tuesday, April 21st we will have our Monthly Meeting via Zoom conferencing.

This Month’s Speaker: Forrest Vickery, Managing Director of Sanli Pastore & Hill

Forrest will provide an overview of how business valuations play a role in the estate planning process from family succession planning to gift / estate tax reporting. He will address key factors that impact valuations and discuss unique issues for real estate holding entities. A portion of the presentation will be devoted to how COVID 19 has impacted business valuations as well as the planning opportunities it has created.

Sponsored by: Michael F. Storz, CLPF #387 – Storz Fiduciary Services

Attendance of this meeting will provide 1 hour of free CPE as if we are meeting in person. To qualify for CPE on our Zoom event you will be required to stay on the call at least 50 minutes. Also, we will provide a CPE code at the end of the event. As a substitute for a signature log, you will email the code to me at my email below after the event to receive your CPE certificate.

Register now!