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Shannon Smith
Partner | Charles Russell Speechlys
Hei Chan
Associate | Charles Russell Speechlys

Estate and Gift Tax Valuation: Advanced Issues, IRS Challenges, and Planning Considerations | Live CLE Tax Law Webinar

Broadcast Date: Tuesday, February 2, 2027 from 12:00 PM to 1:00 PM (ET)

Estate and gift tax valuation can present complex legal and evidentiary issues for attorneys advising individuals, estates, trusts, and closely held businesses. Questions involving valuation methodology, discounts, asset characterization, and the substantiation of reported values can create significant exposure to IRS challenges, particularly when substantial assets or closely held interests are involved. This session provides a legal framework for evaluating valuation issues and addressing disputes that may arise in estate and gift tax matters.

In this CLE webinar, Shannon Smith, Partner, and Hei Chan, Associate, both of Charles Russell Speechlys, will examine advanced valuation issues involving closely held business interests, minority interests, lack-of-marketability discounts, and other assets subject to estate and gift taxation. The program will address the legal and evidentiary considerations involved in supporting reported valuations, responding to IRS examinations and proposed adjustments, and evaluating potential disputes. Attorneys will also explore strategies for advising clients on valuation-related planning, compliance, and dispute resolution while identifying issues that may increase federal estate or gift tax exposure.

Upon completion of this program, attorneys will be able to:

  • Advanced valuation methodologies for estate and gift tax purposes, including the valuation of closely held business interests and other complex assets.
  • Legal considerations surrounding minority-interest and lack-of-marketability discounts and challenges to reported valuations.
  • Strategies for substantiating valuation positions and addressing IRS scrutiny, examinations, and proposed adjustments.
  • Methods for identifying and addressing valuation risks and potential estate and gift tax exposure.
  • Considerations for advising clients on valuation-related planning and compliance issues.
  • Strategies for addressing valuation disputes through IRS administrative procedures, settlement, and litigation.

Agenda

Shannon Smith, Partner, Charles Russell Speechlys
&

Hei Chan, Associate, Charles Russell Speechlys

Who Should Attend

  • Tax Controversy Attorneys
  • Estate Planning Attorneys
  • Trusts & Estates Attorneys
  • Tax Litigation Attorneys
  • Private Wealth / Private Client Attorneys
  • In-House Tax Counsel
Take this Course

Credit:

Course Level: Intermediate | Advance Preparation: Print and review course materials

Method of Presentation: Live Webinar | Prerequisite: General knowledge of Estate and Gift Tax Valuation

Course Code: 1411940 | Total Credit: 1.0

CLE Credit:

CLE, Continuing Legal Education

Instructions for Participating the Live Webinar

    • Please Register for the course by clicking the "Take the Course" button if you have not already registered.
    • Check Your Email – 24 hours before the webinar, you will receive an email with all necessary instructions, including access details and course materials. This information will also be posted on lesson when it is available.
    • Download Course Materials – Course materials will be available for download **24-48 hours before** the live webinar. Be sure to review them in advance. The Link to download is available by clicking the lesson tab.
    • Join the Webinar – Follow the instructions in the email to access the live broadcast at the scheduled time.
    • Note the Secret Words – During the webinar, secret words will be announced periodically. Please write them down.
    • Take the Quiz – After the webinar, click on the quiz link below and enter the secret words to complete the quiz.
    • Print Your Certificate – Upon completing the quiz, you will be able to print your Certificate of Attendance, which includes instructions on how to obtain CLE, CPE, or other applicable credits for the course.
    • On-Demand Access – The on-demand version of this course will be available 24-48 hours after the live webinar. If you miss the live presentation or need to review the content, you will have access to the on-demand version as an enrolled student. To access on-demand content, click the lesson and follow the instructions.
    • Support: If you have any questions, please refer to the email instructions or contact support: support@theknowledgegroup.zohodesk.com.