Planning Opportunities Using Valuation Strategies

Andrew R. Comiter, Esq. was a co-presenter with Timothy Bronza CPA/ABV, ASA at the Probate and Pumpernickel program hosted by Palm Beach Atlantic University and BNY Mellon Wealth Management in Orlando on May 8^th. Their presentation, “Planning Opportunities Using Valuation Strategies for Closely Held Business Entity Under the New Tax Act,” focused on simplified planning for business owners. They also spoke on this topic at the Florida Bar Tax Section meeting in Sarasota on April 20^th.