NAEPC Webinar: Hot Valuation Issues in Estate Planning
This advanced program includes an update on the Cecil tax court case including tax affecting S corporation earnings and respect of entity. The importance of quantifying personal goodwill and determining if the “business” is salable (hint many small businesses are not salable) will also be discussed. We will wrap up with a dozen appraisal review points that will result in a winning appraisal.
DAVID P. ADAMS III, CPA, ABV, ASA is President of Adams Capital, a leading National provider of strategic business valuation and financial advisory services. Prior to forming Adams Capital, Mr. Adams practiced business valuation with Coopers & Lybrand and KPMG Peat Marwick. Mr. Adams received a BS degree in Mechanical Engineering from Georgia Tech and an MBA with a concentration in finance from Georgia State. He is an Accredited Senior Appraiser with the American Society of Appraisers, and the past president of the society’s Atlanta Chapter. Mr. Adams is a Certified Public Accountant, Accredited in Business Valuation and a member of the American Institute of Certified Public Accountants. Mr. Adams is also a member and past management committee member of the Georgia Society of Certified Public Accountants where he previously served on the board, estate gift and trust committee and personal finance committee. He is past president of the Buckhead chapter of the Georgia Society of Certified Public Accountants. Immediate past president of the Atlanta Estate Planning Council. Mr. Adams is recognized as a qualified expert witness and has provided expert testimony in Tax Court, Alabama, California, Florida, Georgia, New York, Pennsylvania and Tennessee.
REGISTER HERE for the individual program. To register for the 2017 series, please click HERE.
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The Robert G. Alexander Webinar Series
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education. Programs typically take place on the second Wednesday of each month at 3:00 pm ET.
Not able to attend on the live date and time?
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.
To register for an upcoming program, click on "register here" on the page associated with the program you will be attending live or on-demand. Those who are new to the Tradewing system must create an account before registering.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit.
Sponsorship
Webinar sponsorship is now available! Direct inquiries to sponsorship@naepc.org.
Event Conduct Policy
By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.
Webinars will be hosted within NAEPC's new online community, Tradewing, which will allow us to offer them on a complimentary basis! Participants must create an account and then register for the webinar they would like to attend.
