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Josh Shilts interviews estate and tax attorney, Bo Trudeau, about formula transfer clauses for estate and gift tax planning. They discuss how these clauses can help reduce tax risk for transfers of hard-to-value assets,...
Defining the Limits: Navigating Tax Risk with Formula Transfer Clauses is an episode from FVS Podcasts by AICPA Forensic and Valuation Services (FVS). Josh Shilts interviews estate and tax attorney, Bo Trudeau, about formula transfer clause...
You can listen to Defining the Limits: Navigating Tax Risk with Formula Transfer Clauses online on Radio and Podcast. Open the player on this page to stream the available audio.
Defining the Limits: Navigating Tax Risk with Formula Transfer Clauses is an episode from FVS Podcasts by AICPA Forensic and Valuation Services (FVS).
This episode is 32:49 long.
This episode was published on Sep 4, 2025.
This episode belongs to FVS Podcasts.
Use the player on this page to stream the episode online.
Published Sep 4, 2025, 32:49 long, audio available.
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