Valuation Q&A: Trusts and Estates

The Impact of the 2017 Tax Act on Business Valuation for Trusts & Estates

By: Chris Mellen

Download the Valuation Q&A: Trusts and Estates

On December 22, 2017, the Tax Cuts and Jobs Act (Tax Act) became law, resulting in significant changes to the treatment of corporate taxes, as well as gift and estate tax provisions. Interpretation of how these changes will impact valuations is evolving. Download the Valuation Q&A with VRC’s Chris Mellen addressing three general components:

  1. Changes impacting gift and estate tax provisions
  2. The impact of changes to corporate taxes on company value
  3. A go-forward approach to valuations
DISCLAIMER: THIS ARTICLE HAS BEEN PREPARED FOR GENERAL INFORMATION PURPOSES, DOES NOT ADDRESS THE COMPLEXITIES OF SPECIFIC PROVISIONS, AND DOES NOT CONSTITUTE VALUATION, LEGAL, ACCOUNTING, TAX, OR FINANCIAL CONSULTING ADVICE. THOSE INTERESTED IN SPECIFIC LEGAL OR ACCOUNTING GUIDANCE SHOULD SEEK COMPETENT PROFESSIONAL ADVICE. INQUIRIES TO DISCUSS SPECIFIC VALUATION MATTERS ARE WELCOME.

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