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Hi Welcome to Valuation Podcast .com - A podcast and video series pertaining to all things business and valuation. \xa0

My name is Melissa Gragg, a business valuation expert in St. Louis Missouri.\xa0

I have the pleasure to talk Josh Lefcowitz about Estate Planning \u2013 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.\xa0 \xa0 \xa0What is estate planning, from a valuation perspective?

2.\xa0 \xa0 \xa0Why do we care about the federal gift tax lifetime exemption?

3.\xa0 \xa0 \xa0How do you \u201cgift\u201d shares of stock or interest in your business?

4.\xa0 \xa0 \xa0Why do you need a valuation for the gift tax return?

5.\xa0 \xa0 \xa0Why does the attorney or CPA ask about the valuation discounts?

6.\xa0 \xa0 \xa0Why is the time right to focus on gift and estate planning?

7.\xa0 \xa0 \xa0Who can benefit from transferring business interests at this time?

8.\xa0 \xa0 \xa0What 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\xa0
Cell: (314) 541-8163
Bridge Valuation Partners, LLC
301 Sovereign Court, Suite 208
St. Louis, MO 63011

Tax return, gift tax, gift tax exemption\xa0

Joshua Lefcowitz, CPA/ABV/CFF, CVA, CFE, ASA\xa0
Partner, Valuation & Litigation Support Services \xa0
Cohen & Company\xa0
525 William Penn Place, Suite 3010 | Pittsburgh, PA 15219\xa0
jlefcowitz@cohencpa.com\xa0
Direct: 724.260.8129 \xa0
Mobile: 412.901.5010\xa0
Fax: 866.818.4538\xa0