Valuation and Estate Planning: Impact of COVID

In this video and presentation we tackled the following topics:

  • Valuation date / transfer date considerations in light of COVID.
  •  Given the rebound in equity markets, has the opportunity for gifting
  • Impact of PPP loans and CARES Act on business valuation.
  • How are valuation methods and techniques impacted by the crisis?
  • Impact of the crisis on valuation discounts.
  • Considerations when using real estate and art appraisals