Valuation & the Transfer of Wealth: Current Trends

This comprehensive panel recording examines the critical intersection of estate planning and valuation approaches, covering key trends in wealth transfer, including the impact of high interest rates and tax law changes, effective use of annual exclusion gifting and valuation discounts, and strategies to shift appreciation out of taxable estates.

The discussion also explores current valuation trends, including the impact of tariffs and the One Big Beautiful Bill Act on asset values, as well as the influences of M&A and private equity on valuation strategy. 

Access this replay to understand how the One Big Beautiful Bill Act impacts your planning strategies and discover how ongoing tariff uncertainty is reshaping asset valuations.