{"id":185558,"date":"2025-04-15T05:47:41","date_gmt":"2025-04-15T05:47:41","guid":{"rendered":"https:\/\/peraltafinancing.com\/accounting\/saunders-shares-insights-at-peninsula-epc\/"},"modified":"2025-04-15T05:47:41","modified_gmt":"2025-04-15T05:47:41","slug":"saunders-shares-insights-at-peninsula-epc","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=185558","title":{"rendered":"Saunders Shares Insights at Peninsula EPC"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n<h2>Insights from the Peninsula Estate Planning Council Presentation<span data-ccp-props=\"{}\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">Keiter Senior Manager <a href=\"https:\/\/keitercpa.com\/people\/greg-p-saunders-cpa-abv-asa\/\" target=\"_blank\" rel=\"noopener\">Greg Saunders, CPA\/ABV, ASA<\/a>, recently spoke at the February 2025 meeting of the <a href=\"https:\/\/www.peninsulaepc.org\/\" target=\"_blank\" rel=\"noopener\">Peninsula Estate Planning Council<\/a>. Speaking to an audience of attorneys, accountants, trust officers, and financial advisors, Greg delivered a practical and forward-looking session titled \u201cElements of a Qualified Business Appraisal.\u201d As a seasoned valuation expert with over 500 engagements under his belt, Greg focused on helping the estate planning professionals understand how to navigate complex valuation requirements and avoid common pitfalls.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">With the 2026 sunset of the <a href=\"https:\/\/www.irs.gov\/newsroom\/tax-cuts-and-jobs-act-a-comparison-for-businesses\" target=\"_blank\" rel=\"noopener\">Tax Cuts and Jobs Act (TCJA)<\/a> on the horizon, the session focused not only on the technical fundamentals of business valuation, but also on how advisors can proactively prepare clients for a changing estate planning environment.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<h3>Actionable Advice for Financial Advisors<\/h3>\n<ol>\n<li><b><span data-contrast=\"auto\"> Disclosure Quality as a Defensive Strategy<\/span><\/b><br \/><span data-contrast=\"auto\">While most practitioners are familiar with fair market value principles, Saunders emphasized the growing importance of <\/span><i><span data-contrast=\"auto\">adequate disclosure<\/span><\/i><span data-contrast=\"auto\"> when transferring interests in privately held businesses. Incomplete or vague reporting can trigger IRS scrutiny or extend the statute of limitations on audits. Saunders encouraged advisors to view thorough disclosure\u2014not just as a compliance issue\u2014but as a strategic tool to protect clients.<\/span><\/li>\n<li><b><span data-contrast=\"auto\"> Timing Isn\u2019t Everything\u2014But It\u2019s Close<\/span><\/b><br \/><span data-contrast=\"auto\">Saunders drew attention to the significance of when an appraisal is performed. In estate planning, timing can influence both tax treatment and valuation outcomes. For example, gifting strategies executed before the TCJA exemption reverts to lower thresholds could preserve substantial tax savings\u2014but only if the appraisal is aligned with the transfer date and adequately documents the rationale for any applied discounts.<\/span><\/li>\n<li><b><span data-contrast=\"auto\"> Appraisal Reports have Financial and Legal Implications\u2014Treat Them That Way<\/span><\/b><br \/><span data-contrast=\"auto\">A recurring theme in the presentation was the need to elevate the standard of valuation reports. Saunders reviewed red flags that weaken credibility, such as inconsistencies between valuation methods, unsupported discounts, or use of outdated financials. He reminded attendees that appraisals often serve as legal documents in tax disputes, audits, and estate contests\u2014meaning accuracy, clarity, and professional standards compliance are non-negotiable.<\/span><\/li>\n<\/ol>\n<p><span data-contrast=\"auto\">As tax law continues to evolve, the ability to produce high-quality, defensible business valuations remains essential. Keiter is committed to supporting estate planning professionals through education, partnership, and precision in every engagement.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{}\">As estate planning continues to evolve, Keiter remains committed to providing expert guidance on valuation and tax matters. To learn more,\u00a0<a href=\"https:\/\/keitercpa.com\/contact\/\" target=\"_blank\" rel=\"noopener\">Contact<\/a>\u00a0us | 804.747.0000. <\/span><\/p>\n<\/div>\n<div>\n<p><em>The information contained within this article is provided for informational purposes only and is current as of the date published. Online readers are advised not to act upon this information without seeking the service of a professional accountant, as this article is not a substitute for obtaining accounting, tax, or financial advice from a professional accountant.<\/em><\/p>\n<\/p><\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Insights from the Peninsula Estate Planning Council Presentation\u00a0 Keiter Senior Manager Greg Saunders, CPA\/ABV, ASA, recently spoke at the February 2025 meeting of the Peninsula Estate Planning Council. Speaking to an audience of attorneys, accountants, trust officers, and financial advisors, Greg delivered a practical and forward-looking session titled \u201cElements of a Qualified Business Appraisal.\u201d As [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11759],"tags":[30860,10844,31520,32465,14371],"dealstore":[],"offerexpiration":[],"class_list":["post-185558","post","type-post","status-publish","format-standard","hentry","category-accounting","tag-epc","tag-insights","tag-peninsula","tag-saunders","tag-shares"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Saunders Shares Insights at Peninsula EPC - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=185558\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Saunders Shares Insights at Peninsula EPC - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Insights from the Peninsula Estate Planning Council Presentation\u00a0 Keiter Senior Manager Greg Saunders, CPA\/ABV, ASA, recently spoke at the February 2025 meeting of the Peninsula Estate Planning Council. 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