Upcoming Webinar

VPS Straight Talk Series

August 14, 2018

S Corp Valuations and the Tax Cuts and Jobs Act
Includes New Detailed S Corp Case Study

Register

We are listening, and the message is loud and clear. You want more on valuing S corps under the new tax law. Well, here it is. A definitive presentation on this important area.

Jim and Sam will present a detailed case study on how to value an S corp under the new tax law. This will include a valuation using the following S corp models:  Treharne Cash Flow model,  Van Vleet SEAM model, Delaware MRI model, and the Fannon model.

Jim Hitchner, CPA/ABV/CFF, ASA
Managing Director, Financial Valuation Advisors
CEO, Valuation Products and Services
President, The Financial Consulting Group
Coauthor, Discount for Lack of Marketability Guide and Toolkit
Coauthor, Hitchner Pratt Fishman: A Consensus View,
Q&A Guide to Financial Valuation
Coauthor, Financial Valuation Applications and Models, fourth edition
Coauthor, PPC’s Guide to Business Valuations, 28th edition
Former member of the AICPA BV Standards Writing Task Force
Inductee in the AICPA BV Hall of Fame 

Sam Wessinger
Managing Director, Peachtree Valuation
20 years of valuation and financial advisory experience
Coauthor, Financial Valuation Applications and Models, fourth edition
Founder of Valuation Engines and developer of CalculateBeta
Frequent Speaker and Author

Learning Objectives:

Participants will get what they need to help support their S corp valuations, including:

  • Application of four S corp models
  • Strengths and weaknesses of each model
  • Service vs. non-service businesses
  • How to deal with the sunset provisions
  • How to use so-called bolt-on models, e.g., bonus depreciation and interest limitations
  • The effect of state taxes
  • The best way to apply the guideline public company method
  • How to use the guideline company transactions method
  • Industry and other carve-outs
  • Dealing with uncertainty as to when the TCJA was known or knowable

Handouts:

  • VPS webinar PowerPoint slides
  • Relevant articles
  • Publication citations
  • Following each webinar, attendees will receive an interactive video of the webinar showing the audio synced to the slide presentation in real time

Register

The VPS StraightTalk webinar series brings you outstanding continuing professional education on business valuation and litigation topics. Unless otherwise noted, all webinars are targeted at an intermediate program level, qualify for two hours of CPE credit, and begin at 1:00 p.m. ET. Pay one fee of $239 for everyone in your firm to participate. Unlimited employees from your firm will each receive 2 CPE credits for NO additional fee (applies to all employees at your firm who sign in per the webinar participant instructions.) More information on the VPS StraightTalk webinar series can be found here.

Jim Hitchner’s Valuation Products and Services (VPS) provides tools to assist practitioners in business valuation, litigation services, and forensics and fraud.

Valuation Products and Service, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.