Tag: Estate Planning

32. Key Things You Need To Know About Corporate Valuations With Brent Glova

32. Key Things You Need To Know About Corporate Valuations With Brent Glova

For a lot of advisors, attorneys, CPAs, and other professionals, 2020 was one of their busiest years. Now, with hot market conditions and new rules and regulations, 2021 is shaping up to be even busier!

In this episode, Derek Myron is joined by Brent Glova, managing director at Vantage Point Advisors, Inc. They explore the ins and outs of the current valuation landscape for both private and public companies, and share strategies to help you cope with the changing market conditions.

Brent discusses:

  • The impact of COVID-19 on various valuation methods
  • Major factors driving the growth of the M&A market and business valuation needs
  • Tips for efficient and timely estate and gift tax planning to adapt to potential tax changes
  • Why you should start planning your valuation process as early as possible
  • And more

Connect With Brent Glova:

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About Our Guest:

Prior to becoming managing director in Vantage Point Advisor’s San Diego office, Brent Glova has been a director and manager with the firm. In his tenure in the valuation field, Mr. Glova has performed business valuations for purchase price allocations, goodwill impairment testing, share based compensation valuations, ESOP transactions, board advisory, shareholder buy-outs, fairness opinions, and for fundraising support. Mr. Glova has served domestic and international clients in an array of industries including: life sciences, technology, real estate and industrials, among others.

Episode 29 – The Potential Impact of New Tax Proposals on Capital Gains Tax and Estate Planning

Episode 29 – The Potential Impact of New Tax Proposals on Capital Gains Tax and Estate Planning

With the For The 99.5% Act proposal, estate tax and capital gains tax are expected to rise drastically starting in January 2022. Several tax benefits might also be eliminated.

What can you do now to minimize the impact of this act on your estate planning?

Derek Myron and Kyle Malmstrom answer this question in this episode. They discuss what the new tax proposal entails, the implications if it is passed, and things you can do before the 2021 year-end to minimize your estate taxes and ensure maximum wealth transfer to your beneficiaries.

You will learn:

  • Tax saving opportunities posed by the current, all-time high benefits
  • Why you should contact a professional and begin estate planning as early as possible
  • The benefits of IR-2019-189 regulations for your estate and gift taxes
  • Strategies to build a blueprint for efficient estate planning
  • And more!

Tune in now to learn how you can prepare yourself to deal with the expected tax changes!

Resources: Centura Wealth Advisory: (858) 771-9500 | Derek Myron on LinkedIn | Kyle Malmstrom on LinkedIn