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DTSTART:20251117T174500Z
DTEND:20251117T190000Z
LOCATION:Saint Louis Club 7676 Forsyth Blvd., St. Louis MO 63105
UID:2768520251117T174500ZValuation in Estate Planning After the One Big Beautiful Bill  
DTSTAMP:20260305T235240Z
DESCRIPTION:\nIn person registration is closed\n \nValuation in Estate Planning After the One Big Beautiful Bill  \n \nDate: Monday, November 17, 2025\n \nTime: 11:45am - 1:15pm\n \nLocation: Saint Louis Club 7676 Forsyth Blvd., Clayton, MO 63105\n \nSpeaker: Jacob M. Katz, CVA, MAFF UHY\n \nAbout the presentation: The recently enacted One Big Beautiful Bill has reshaped the estate planning landscape in a significant way. The higher federal gift and estate tax exemptions of $15 million per individual and $30 million per couple create a powerful opportunity for owners of privately held businesses to transfer wealth on a scale that was not previously possible. Business valuations are central to these strategies, determining how much can be transferred tax-free and supporting adjustments for lack of control and marketability. This session will explain why valuations will become even more important for families, business owners, startups, and pre-transaction companies, and how broader economic effects of the bill may influence value. Attendees will also gain insights from recent court decisions that highlight how valuation methods, discounts, and tax-affecting are being addressed in practice, and learn how to align valuation strategies with changing economic conditions, tax planning, and long-term wealth preservation.\n \nContinuing Education 50 minutes \n \nEPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP  \n \nCPE Information for CPAs\n \nThe sponsor assures that the program content and program level is appropriate for the intended participants.\n \nCPE Learning Objectives:  \n \nUpon completion of this course, participants will understand how recent legislation and legal cases are shaping valuation in estate planning. They will learn when valuations are necessary for privately held businesses, startups, and pre-transaction companies, gain insight into how the IRS views and treats discounts and the taxation of privately held businesses, and apply current guidance to strengthen valuation analyses that support effective wealth transfer and preservation strategies.\n \nThe sponsor assures that the program content and program level is appropriate for the intended participants.\n \nParticipants will earn 1 CPE credit. \n \nField of Study: Specialized Knowledge \n \nAdditional Information:\n \nDelivery Method: Group Live/Group Internet Based\n \nProgram Level: Basic\n \nPre-requisite: NONE \n \nCFP Learning Objectives:  Upon completion of this course, participants will understand how recent legislation and legal cases are shaping valuation in estate planning. They will learn when valuations are necessary for privately held businesses, startups, and pre-transaction companies, gain insight into how the IRS views and treats discounts and the taxation of privately held businesses, and apply current guidance to strengthen valuation analyses that support effective wealth transfer and preservation strategies.\n \nWho should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals?\n \nRefunds and Cancellations: All attendees are required to register in advance.  If you reserve and are unable to attend, please cancel your reservation at least 3 working days in advance of the meeting to receive a refund or a credit for a future meeting. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 314-520-3564.\n \nEstate Planning Council of St. Louis 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: www.nasbaregistry.org.\n \nNational Registry of CPE Sponsors Number 109467\n \n​CTFA\n \nCTFA 1.25 CE credit \n \nAbout the speaker: Jacob M. Katz, CVA\n \nMr. Katz' extensive experience includes preparing valuations for multiple closely held enterprises for a variety of applications, including S­ Corporation election, management planning, estate and gift tax planning, litigation, and more. Mr. Katz also provides sell-side advisory services to clients seeking to transact their company. His industry expertise includes financial services, health care, food service, technology, manufacturing, oil and gas, franchise operations, staffing, automotive, defense, start-ups, eminent domain, cannabis, and construction. He has also been consulted for projects for economic development and skilled workforce development in Southeast Michigan.\n \n \n \nExperience and Credentialing\n \nMr. Katz has provided professional financial advice for nearly his entire career, spanning nearly 30 years. As a Director with UHY's VAS group, he provides advise and expertise related to valuation, transaction, and various forms of litigation including economic damages, business interruption, contract disputes, and more. He is a Certified Valuation Analyst (CVA) with the National Association of Certified Valuators and Analysts and is a current candidate for the Master of Financial Forensics (MAFF) certification.\n \n \n \nThought Leadership\n \n''The Fork in the Road, Succession and M&A in the Middle Market", Ann Arbor SPARX Online, 2021\n \n"Business Valuation - Frequently Un-Asked Questions", Great Lakes, UHY LLP Continuing Professional Education, 2019\n \n"Investor Psychology", cssc National Conference, 2014\n \n"M&A Champion", ACG Detroit Cup, 2014\n \n \n \nMember in person $45\n \nGuest in person $65\n \n \n
SUMMARY:Valuation in Estate Planning After the One Big Beautiful Bill   - Estate Planning Council of St. Louis 
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