July 2, 2026
On July 16 at 3:20 PM (PT), senior counsel Jonathan Lurie will speak on the panel titled "Valuation Issues in Estate and Gift Tax Planning" as part of CalCPA’s Estate and Trust Planning Conference 2026 in Newport Beach, CA.
The panel will review recent cases and explore how valuation principles affect reporting positions, planning strategies and tax filings for clients with complex or closely held assets.
Learn more and register here.
The panel will review recent cases and explore how valuation principles affect reporting positions, planning strategies and tax filings for clients with complex or closely held assets.
Learn more and register here.
