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Basic Question 2 of 2

List activities that may require valuations for tax reporting purposes.

I. Estate planning.
II. Corporate restructuring.
III. Transfer pricing.

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I was very pleased with your notes and question bank. I especially like the mock exams because it helped to pull everything together.
Martin Rockenfeldt

Martin Rockenfeldt

Learning Outcome Statements

describe uses of private business valuation and explain applications of greatest concern to financial analysts;

CFA® 2025 Level II Curriculum, Volume 4, Module 25.