Business Valuation Specialties

Best Practices: Valuing Real Estate Development Companies

Friday, June 25, 2021 10:45 a.m. - 12:25 p.m. ET
None
Total CPE: 2
Program Level: None

Who Should Attend:

None

Prerequisites:

Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.

Advanced Preparation:

None

Lari Masten

Lari  Masten

ABV, CFF, CVA, ABAR, MAFF

Read Biography

Family Limited Partnerships: Valuation Tools to Help Protect the Family Business

Friday, June 25, 2021 12:40 p.m. - 2:20 p.m. ET

This session will discuss as the current valuation methodology has advanced, so has the valuation of family limited partnerships (FLPs). The session will cover current methodologies and resources for the valuation of non-controlling privately held interests in family limited partnerships (FLP). Particular focus will be on what a family limited partnership is and what discounts are currently utilized in valuing a family limited partnership. Also discussed will be the challenges presented by the IRS and the current outcome and where we stand regarding those challenges. An in-depth understanding of the Partnership Profiles marketplace will also be presented.

After completing this session attendees will be able to:

  • Define what a family limited partnership is
  • Recognize valuation methods used for FLP
  • Identify the challenges posed by the IRS
  • Demonstrate research of empirical data to support discounts found in these valuations

Total CPE: 2
Program Level: Intermediate - Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Who Should Attend:

CEOs, CPAs, attorneys, practitioners, and family office trustees

Prerequisites:

Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.

Advanced Preparation:

None

Stephen White

Stephen  White

CVA

Read Biography

Finally! Senior IRS Valuation Managers Answer Your Questions—Live

Friday, June 25, 2021 3:00 p.m. - 4:40 p.m. ET
None
Total CPE: 2
Program Level: None

Who Should Attend:

None

Prerequisites:

Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.

Advanced Preparation:

None


Don't Call it a "Fast-Food" Restaurant! Valuation of These Valuable Franchises

Friday, June 25, 2021 4:55 p.m. - 5:45 p.m. ET
None
Total CPE: 1
Program Level: None

Who Should Attend:

None

Prerequisites:

Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.

Advanced Preparation:

None

Rick Gray

Rick  Gray

CPA/ABV, CVA, ASA

Read Biography