IRS Form 1099, 1099-NEC, and Form 1099-MISC: Advanced Issues and Updates

What’s the Business Worth? Commonly Accepted Business Valuation Techniques (OnDemand Webinar)

$149.00

SKU: 410941EAU

Description

Gain a fundamental understanding of business valuation strategies, issues, and challenges.This topic is a great starting point for those seeking to learn about this premiumpriced service for clients. This program is beneficial for both novices seeking an overview of the valuation discipline as well as seasoned professionals wanting a review. The topics presented elaborate upon the critical approaches used in valuation, the vetted research databases commonly employed by seasoned professionals, and the various types of reports issued by valuators. Whether advising clients on estate and gift taxation, mergers and acquisitions, bankruptcy, or other commercial activities, financial professionals and attorneys are faced with having to understand and assess business valuation issues. For instance, it is not uncommon for attorneys to hire outside experts to assist them with their cases without fully grasping the methods and assumptions used by these specialists. Since the field of valuation is as much art as science, the program seeks to provide enough fodder to equip attorneys and other financial professionals with the knowledge needed to ask the right questions about the ongoing business valuation. Lastly, attendees will learn to identify the major reportwriting pitfalls.

Date: 2023-09-22 Start Time: End Time:

Learning Objectives

Business Valuation Engagement and Process
• Types of Engagements and the Overall Process
• Professional Standards
• Role of the SEC in Business Valuation

Business Valuation Research
• Process of Data Gathering
• Types of Data Needed
• Publicly Traded Companies vs. Privately Held Companies
• Legal Documents Concerning Ownership
• Information Sources for Both Publicly Traded and Privately Held Companies

Primary Approaches to Business Valuation
• Discounted Cash Flow Method
• Market Method
• Asset Approach

Business Valuation Report Pitfalls
• Standard Business Valuation Report Guidelines
• Summary Reports, Calculation Reports, and Oral Reports
• Report Pitfalls

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,NALA ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Joel DiCicco, CPA, ICVS-A, BCA, CFF, PFS, CGMA-Florida Atlantic University

IRS Form 1099, 1099-NEC, and Form 1099-MISC: Advanced Issues and Updates

What’s the Business Worth? Commonly Accepted Business Valuation Techniques (OnDemand Webinar)

$199.00

SKU: 407878EAU

Description

Understand business valuation strategies, issues and challenges.This topic is a great starting point for those seeking to learn about this hot, premiumpriced service for clients. This topic is beneficial for both novices entering the field as well as seasoned professionals looking for a comprehensive review. This topic will elaborate upon the critical approaches used in valuation, the vetted research databases commonly employed by seasoned professionals, and the various types of reports issued by valuators.Whether advising their clients on estate and gift taxation, mergers and acquisitions, bankruptcy, or other commercial activities, financial professionals and attorneys are faced with having to understand and assess business valuation issues. For instance, many attorneys hire outside experts to assist them with their cases without fully understanding the methods and assumptions that these specialists utilize. Since the field of valuation is as much art as is science, the information provided in this material will equip attorneys and other financial professionals to ask the right questions to ensure the quality of the business valuation. Further, you will learn about to identify the existence of major pitfalls within the valuation reports themselves.

Date: 2020-10-13 Start Time: End Time:

Learning Objectives

Business Valuation Engagement and Process
• Types of Engagements and the Overall Process
• Professional Standards
• Role of the SEC in Business Valuation
• Impact of Federal Regulation

Business Valuation Research
• Process of Data Gathering
• Types of Data Needed
• Publicly Traded Companies vs. Privately Held Companies
• Legal Documents Concerning Ownership
• Information Sources for Both Publicly Traded and Privately Held Companies

Primary Approaches to Business Valuation
• Discounted Cash Flow Method
• Market Method
• Asset Approach

Business Valuation Report Pitfalls
• Standard Business Valuation Report Guidelines
• Summary Reports, Calculation Reports, and Oral Reports
• Report Pitfalls

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Joel DiCicco, CPA, ICVS-A, BCA, CFF, PFS, CGMA-Florida Atlantic University