Notice to in-person OCBA meeting and event attendees:
All attendees will be required to follow all California and CDC COVID-19 guidelines then in place.
OCBA Tax Law Section Meeting
Business Valuation and Estate Tax Planning
Start Date - End Date
March 12, 2026
1:00 PM - 2:00 PM
Online registration for this event is not available at this time.
To enquire, please contact our membership department at (949) 440.6700 x384
To enquire, please contact our membership department at (949) 440.6700 x384
If you are an attorney in Orange County, you may have a profile with us. Click Here to retrieve your OCBA log in credentials. For assistance, please email info@ocbar.org.
ZOOM-ONLY
Speaker:
Gordon C. Lin
Founder and Managing Partner, Libra Value Partners
Business Valuation and Estate Tax Planning
This presentation analyzes valuation and valuation methodologies, and the impacts of valuation on estate and tax planning. The session examines valuation discounts, methodological rigor, and the intertwined relationship between valuation and common estate planning and tax vehicles. Through technical discussion and case-based analysis, participants will gain a deeper understanding of how defensible valuation practices support compliant, tax-efficient wealth transfer strategies.
This program is approved for 1.0 CLE Credit. Attendees must have participated in the program in its entirety to receive MCLE credit.
Cancellations must be received in writing via fax or email three (3) business days prior to meeting date to receive a refund.
Available Functions
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