The valuation process involves many complicated factors. Whether you're performing estate and gift calculations or valuing the family business for divorce proceedings, the Business Valuation Conference has you covered. The KSCPA has partnered with the Minnesota Society of CPAs for this year's Conference. Learn about recent court cases, the continued impact of tax law changes, best practices for your analyses, and more from experts in the industry.
Save $25 when you register by October 15!
Target Audience
CPAs, business valuation specialists, appraisers and other financial professionals who perform business valuations.
Course Objectives
Examine current valuation trends
Get up to date on relevant court cases from the past year
Learn about current and potential industry standards and best practices
Subjects
8:00 am - 9:20 am Cost of Capital: New and Ongoing Conundrums and Best Practices Ronald Seigneur, CPA/ABV/CFF, ASA, MBA, CVA, CGMA The cost of capital is always relevant when using the income approach to value. Review the fundamentals of cost of capital and take a fast-paced look at some of the conundrums and nuances that challenge business valuation analysts. Learn about the cost of capital in a post-pandemic environment, the international cost of capital, the myths and realities of using the discounted cash flow (DCF) method and how to evaluate options for unsystematic risk quantification.
9:35 am - 10:50 am Advanced Valuation in Gift and Estate Tax Bryce Erickson, ASA, MRICS, & Atticus Frank, CFA 2021 is an ideal time for estate planning transactions for owners of private companies, and many people need help implementing their estate plans and formulating new strategies. As intangible elements of business value become more prominent, find out why this is a good time to make those adjustments and learn the processes that lead to credible and timely valuation reports. Understand the key issues in gift and estate tax so you can facilitate smoother engagements and better outcomes for your clients.
11:05 am - 11:55 am What's Next for the Economy: Good, Bad, or Ugly? Dr. Christopher Kuehl The economy has been in flux for two years, and the future holds a variety of economic challenges and opportunities. It’s important to know where we’ve been and where we’re headed. Explore the past and the possibilities with this economic update, which covers inflation, supply chain disruption, labor shortages, pandemic response and global growth.
12:40 pm - 1:55 pm Hot Topics in Valuation: Panel Discussion Michelle Gallagher, CPA, ABV, CFF, Z. Christopher Mercer, FASA, CFA, ABAR, & Ronald Seigneur, CPA/ABV/CFF, ASA, MBA, CVA, CGMA In this session, recognized experts answer your most pressing questions about business valuations in our current economic environment. Submit your own questions during the session, chat with fellow valuation specialists, and come away with the latest tips and tricks from this experienced panel.
2:10 pm - 3:25 pm The Business of Providing Quality Appraisal Service and Content to the Business and Legal Marketplace Vincent Louwagie, Esq, & Richard Ostlund, JD The shift to remote and hybrid work requires professionals to develop skill sets that can compete with others looking for work outside their geographic location. Explore how to differentiate your appraisal services through key industry sector expertise, high-quality technical work, credibility, understanding of location-specific nuance and more. Learn about the skills and expertise you need to be competitive in the current business and legal marketplace.
3:40 pm - 4:30 pm Court Case Update Richard Berning, CPA/ABV, CBA, CVA, ABAR, CFF, CMA A solid understanding of relevant court cases makes you a more effective financial expert. This annual update covers any local, regional and national court case decisions that could affect your work. Find out what the courts are looking at, review significant decisions and explore the implications for your business valuations and litigation support.
