Business Valuation Essentials for Estate Planning Attorneys
Thursday, January 21, 2021, 1:00 PM - 2:00 PM, ET
Presenters: Evan M. Levine, ChFC®, Nainesh Shah, CFA®

As an estate planning, tax, or business attorney, eventually you will have a client who needs a professional business valuation. In addition to establishing a business value for succession planning, attorneys also need business valuations for many other purposes. Business valuations can resolve disputes related to estate and gift taxation, divorce litigation, and buy-sell agreements. Other business and legal purposes of valuations include shareholders deadlock, contested estates, and more. In this course, you will learn the basics of valuing companies, including intellectual property (IP). You will discover different methods of valuing a business and find planning opportunities. Course highlights include:

  • Standard valuation methods and applications
  • Discount and premium computation in valuation
  • Impact of subsequent events on valuation
  • Understanding customer-based corporate valuation (CBVC)
  • Valuation enhancement services
  • Software review and designation comparison
  • Planning opportunities created by COVID-19

This webinar is included for Trusts & Estates, Business Law, and Practice Development Subscribers.

Regular Price: $129 | Trusts & Estates Price: $0 | Gun Law Price: $129 | Business Law Price: $0 | Practice Development Price: $0

1.0 credits
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OH, OK, PA, TX, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: GA, IL, KS, NC, TN, UT

1.0 credits pending (National CFP Board)

Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 
Field of Study: Business
Prerequisites: JD
Advance Preparation: None
Review Date: 1/14/2021

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBA Sponsor ID 108255. We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.


In order to be awarded the full credit hours, you must be present during the entire program.

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or