Understand when to have a business valuation performed and what professional standards apply to these engagements.
Often times, business owners need to know the value of their business or interests therein. Whether it is for succession or exit planning purposes, a measure of economic damages, or for income, estate, gift tax purposes, knowing the value of the asset is critical to proper planning. This topic will help the persons advising business owners identify when it is appropriate to have a business valuation performed and what professional standards apply to these engagements. By understanding the different standards of value and valuation approaches, advisors can assist business owners in making critical decisions as well as making sure they are compliant with federal income, estate, and gift tax rules. These advisors will also be able to understand business valuation reports and schedules and provide meaningful input into the planning and compliance processes.
Agenda
Faculty
John T. Alfonsi, CPA/ABV/CFF, CFE, CVA, MST
Cendrowski Corporate Advisors
- Managing director of Cendrowski Corporate Advisors
- Practice focuses on taxation of high-net-worth individuals and investment entities, including partnerships and S corporations
- Adjunct professor at Walsh College, where he teaches courses in their Masters of Science in Taxation program (partnership taxation and tax accounting)
- Recognized valuation and economic damages expert in federal and various state circuit courts
- Frequent speaker for the Michigan Association of Certified Public Accountants on topics covering taxation, business valuation, and forensic accounting
- Member of the AICPA, MICPA, ACFE, NACVA, and MVCA
- M.S. degree in taxation, Walsh College; B.A. degree in business administration, University of Michigan-Dearborn
- Can be contacted at [email protected] or 866-717-1607
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