Garfield & Starr to Discuss Business & Real Estate Appraisals
Current Trends Related To Business & Real Estate Appraisals In The Estate Planning Environment takes place from 2:30-4PM PST on February 5, 2015 at the Law Offices of Givner & Kaye in Los Angeles, CA. Part of the Thursday Insights Series, this MCLE & CE accredited series is also available by webinar and video. The series is meant to help participants stay current in all matters of asset protection, estate planning and tax planning by offering free expert tax advice, tips and strategies.
During this discussion, R.J. Starr and Eric Garfield will share their experience in working against the IRS on issues pertaining to the valuation of gifts in real estate, closely-held businesses and minority membership interests. The presentation will focus on: (i) how drafting documents can maximize valuation discounts (ii) IRS' hot-buttons; and (iii) recent Tax Court estate and gift tax valuation rulings.
Eric Garfield entered the field of commercial real estate in the early 1990s and is licensed in several U.S. States as a Certified General Appraiser, including California and Florida. As part of Andersen Tax’s Valuation Services Group, Eric performs valuation analysis and consulting assignments for estate planning, estate tax, financial reporting (ASC Topics 805, 350, 360 and 820), bankruptcy, ad valorem, litigation support and financing. His has extensive valuation experience on an array of property types including Conservation Easements, Class A office buildings, industrial buildings, sports arenas, skilled-nursing facilities, assisted-living facilities, shopping centers, hotels, subdivision land and undeveloped land. Eric has testified in depositions and has qualified as an appraiser suitable for Charitable Contribution valuation.
R.J. Starr has over 13 years of experience in delivering valuation analyses to both individuals and to corporate enterprises. As a member of Andersen Tax’s Valuation Services Group, R.J. has specialized in the valuation of closely held businesses, business interests, intangible assets, intellectual property, debt instruments, derivatives (including stock options and option-embedded securities), and capital equipment assets. These engagements were conducted for a variety of purposes, including financial reporting; tax planning and reporting; strategic planning; mergers and acquisitions; litigation support; restructuring; and bankruptcy.
February 5, 2015
Los Angeles, CA