Join us at our Member Meeting
Tuesday, September 17th at 11:30 AM
Hot Topics Before the Sunset?
Carsten Hoffmann
Stout
The Pacific Club
4110 MacArthur Boulevard, Newport Beach, California • www.pacificclub.org
11:30am - Networking
12:00pm - 1:30pm - Program
As the sunset provision of 2025 outlined in the Tax Cuts and Jobs Act is hurtling toward us, estate planners and valuation folks expect to be very busy. This is the time to make sure that you are up to speed on all the latest valuation cases tackling some of the key issues, including:
- Tax affecting S corps
- Income vs. the Asset approach
- Adequate disclosure
- Life insurance
- Donor Advised Funds
And, of course, everything you need to know about the latest results on discounts for lack of control and lack of marketability.
Carsten Hoffmann
Stout
Irvine, California
Carsten Hoffmann has more than two decades of valuation expertise and is a recognized expert on a broad range of complex valuation issues related to estate and gift tax, income tax, litigation support and dispute resolution – including the quantification of discounts for lack of control and lack of marketability pertaining to business and real property interests.
As a leader in the valuation industry, Carsten has testified in U.S. Tax Court as a valuation expert, has authored a number of articles on a wide range of valuation topics, and regularly presents on valuation issues nationally.
Carsten co-leads Stout’s Trust and Estate Valuation practice and leads Stout’s Irvine, California office. Prior to joining Stout, Mr. Hoffmann was a Managing Director at FMV Opinions where he oversaw the operations of the Irvine, California office. In addition, Carsten is a top ranked United States tennis champion. He has been ranked the #1 doubles player in the country in his age group and has represented the United States in the World Team competition.
Objective: Understand business valuation principles and procedures taking into account various entities and structures.
There are no prerequisites for this program.
There is no required advanced preparation.
The Program Level for this will be intermediate.
Delivery Method: Group Live
Prerequisites and Program Content:
There are no prerequisite education or prior experience needed for any of STEP Orange County’s meetings or events. All sponsored events are relevant learning objectives to assist in the continuing education for MCLE and CPE. All levels are encouraged to participate and all participants will take away knowledge regarding the subject matter. There is also no advanced preparation needed for any of the meetings or events.The field of study for this program is Taxes and will be delivered by Group Live & Group Internet Based.
STEP Orange County 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 sponsored may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org
Compliant/Refund Resolution Policy:
For more information regarding administrative policies such as complaints and refunds, please contact Greg Custer or other Board Members of STEP Orange County.
Greg Custer: (949) 216-2202