CATOCTIN ESTATE PLANNING COUNCIL Presents...
Hot Valuation Issues in Estate Planning
The Catoctin Estate Planning Council cordially invites you to a breakfast presentation
"Hot Valuation Issues in Estate Planning"
"Hot Valuation Issues in Estate Planning"
Your presenter, David P. Adams III, CPA, ABV, ASA is the President of Adams Capital, a leading national provider of strategic business valuations and financial advisory services. His presentation will cover the following topics:
-
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)
- Appraisal review points that will result in a winning appraisal.
Registration: 8:00 a.m.
Networking Breakfast: 8:15 a.m.
Presentation: 8:30 - 10:00 a.m.
Cost:
Nonmember Price Per Person: $35
Nonmember Reserved Table of Ten: $500
Member Price Per Person: $20
Member Reserved Table of Ten: $350
Nonmember Price Per Person: $35
All sponsored tables will receive special recognition at the beginning of the program and have signage at their table.