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Henry to Present at Society of Louisiana CPAs' Business Valuation Workshop in Lafayette
October 29, 2009

HenryJones Walker partner Miriam Wogan Henry and Vanessa Claiborne of Chaffe & Associates, Inc. will present "Valuation Opportunities in Gift and Estate Taxation" at the Society of Louisiana CPAs' Business Valuation Workshop, November 6 in Lafayette, Louisiana. The presentation will cover topics such as wealth transfer opportunities, today's investment environment, background on estate taxes, loans, grantor retained annuity trusts (GRATs), sales to grantor trusts, the benefits of gifting during a market downturn, qualified personal residence trusts (QPRTs), and charitable lead annuity trusts (CLATs).