Private Client Valuation Update 2016:
The Latest on Cases, Audits and the Environment
This article by MPI’s Todd Povlich touches upon the topics most discussed by and relevant to the estate planning community at and after Heckerling 2016. Though a common refrain was “there is nothing new” legislatively or otherwise, the resounding theme was looking ahead as the effect of ATRA has had a profound impact on the direction of the wealth management industry. Povlich covers this and several key events and court decisions from 2015, and touches upon their projected effects on wealth planners, valuation professionals and business owners going forward.