Estate Planning – Federal Gift Tax Valuations 

Hi Welcome to ValuationPodcast.com - A podcast and video series pertaining to all things business and valuation.   

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

I have the pleasure to talk Joshua Lefcowitz about Estate Planning – Federal Gift Tax Valuations. Joshua is a partner at Cohen and Company and is a valuation expert in Pittsburgh, Pennsylvania. 

Creating an Exit Strategy 

  1. What is estate planning, from a valuation perspective? 

  2. Why do we care about the federal gift tax lifetime exemption? 

  3. How do you “gift” shares of stock or interest in your business? 

  4. Why do you need a valuation for the gift tax return? 

  5. Why does the attorney or CPA ask about the valuation discounts? 

  6. Why is the time right to focus on gift and estate planning? 

  7. Who can benefit from transferring business interests at this time? 

  8. What 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

Cell: (314) 541-8163

Bridge Valuation Partners, LLC

301 Sovereign Court, Suite 208 St. Louis, MO 63011

Joshua Lefcowitz, CPA/ABV/CFF, CVA, CFE, ASA Partner, Valuation & Litigation Support Services  

Cohen & Company 

525 William Penn Place, Suite 3010 | Pittsburgh, PA 15219 

jlefcowitz@cohencpa.com 

Direct: (724) 260-8129  

Mobile: (412) 901-5010 

Fax: (866) 818-4538 

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