Hot Topics in Transfer Tax Valuation
Stay ahead of the curve with this timely program focused on today’s most pressing valuation issues in the gift and estate tax arena. At the top of the agenda: the ever-evolving landscape of Tax Affecting and what it means for your practice.
John will also dive into other hot transfer tax valuation topics emerging from recent tax court decisions. Through real-world case insights and practical takeaways, you’ll gain actionable strategies to strengthen your transfer tax practice and confidently navigate complex valuation challenges.
John’s law practice focuses on providing advice in wealth planning, estate and trust administration, and tax. His clients include individuals, private fiduciaries, institutions, and other business and non-profit entities. The wealth planning portion of John’s law practice emphasizes advising individuals and fiduciaries in estate planning, wealth preservation, tax, and business matters. John also advises fiduciaries and beneficiaries in trust and probate administration matters, with an emphasis on complex administrations. John’s law practice includes representing taxpayers in all levels of federal tax controversy, including IRS examination and Appeals, and before the U.S. Tax Court. Clients, their families, and other practitioners rely on John for dispute resolution in these arenas, including serving as a mediator.
John is a Fellow of The American College of Trust and Estate Counsel. He is also a member of the California Lawyers Association. He served on the Trusts and Estates Section Executive Committee and the Taxation Section Executive Committee of the California State Bar; and also served as Chair (2004-2005) of the Taxation Section’s Estate and Gift Tax Sub-Committee. John is a member of the Silicon Valley, Santa Clara County, and American Bar Associations. Read more.
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