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Massachusetts State Chapter



Chapter President: Nell Usta
Telephone: (617) 241-1387
E-mail: nilufer.usta@mcgladrey.com

A DAY WITH ALAN ZIPP, CPA, JD, ABV, CVA®, CBA, CFE

Presented by
NACVA MA Chapter

October 19, 2017
from 8am to 5pm
at
The DoubleTree Hotel
5400 Computer Drive
Westborough, Massachusetts
 $275 Registration, payable in advance.

Note: You may bring one associate from
your firm who is 35 years old or younger for FREE!


8 cpe credits will be awarded.

Breakfast, hot lunch and snacks are included.

Seating is limited. Please respond early.

Alan will discuss:
  • the identification and valuation of personal goodwill in family law and tax matters,
  • how to be a powerful testifying expert, and
  • tax affecting S Corps
  • some questions for group discussion:
    • Does Sampson still apply in light of Bernier?
    • Does Bernier's use of Delaware MRI apply to non divorce related cases in Mass; for example, shareholder disputes involving pass-through entities?

Space is limited - please register early, preferably by e-mail.  See coupon below for information to accompany registration fee.

PLEASE REGISTER BY E-MAIL TO nacva_machapter@dejazzd.com.
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Please return this coupon with your check ($275 per person).  Be sure to include all requested information.

*ALL PAYMENTS MUST BE RECEIVED BY October 10, WITHOUT EXCEPTION. (Please Note: We cannot accept Credit Cards.)*

Cancellations must be received by 10 a.m., Friday, October 13, to be eligible for refund.

Please reserve a space at the Day With Alan Zipp.  

Name: __________________________________

Firm: ___________________________________

Address: ________________________________

City, State Zip: ___________________________________

Tel. __________________ Fax: ______________________  

NACVA Reg. No. ________   E-Mail:____________________________

Amount Enclosed: $__________     

Guest associate 35 yrs. or younger ____________________________________

Checks should be mailed to NACVA-MA Chapter
c/o Joan Peterson, Administrator
12845 Old Turnpike Road
Mifflinburg, PA 17844

nacva_machapter@dejazzd.com     413-563-7057
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SPEAKER BIOGRAPHY

Alan Zipp is a Certified Public Accountant, Attorney at Law, Certified Valuation Analyst®, Certified Business Appraiser™, American Institute of Certified Public Accountants® (AICPA®) Accredited in Business Valuation, Certified Fraud Examiner, author, lecturer, and discussion leader for the AICPA. Since 1970, he has provided specialized tax and financial planning advice to individuals and small businesses. He has a master of science degree in taxation, and has completed graduate work in Management Information Systems at the Wharton School.

In addition to tax matters, he has developed a specialty in the area of divorce tax and financial planning and related litigation support services. In 1980 he wrote his first book, Divorce: Tax Facts and in 1985 his second, Handbook of Tax and Financial Planning for Divorce and Separation, published by Prentice-Hall, Inc. He was awarded first place in the American Bar Association’s Family Law Section essay contest for his article, “Divorce Valuation of Business Interests: A Capitalization of Earnings Approach,” Family Law Quarterly, Vol. XXIII, No. 1, 1989. He wrote chapter 18 of the John Wiley & Sons’ Handbook of Financial Planning for Divorce and Separation on the top of business valuations for divorce purposes. He wrote the AICPA self-study course Business Valuation Methods, for CPA training in the fascinating field.

He has authored Divorce: Tax and Financial Planning: A Short Course for the College for Financial Planning. He wrote Divorce: Valuation, Tax, and Financial Strategies, published by Research Institute of America as part of its tax advisor’s planning series. He wrote the Small Business Valuation Case Study course for the Advanced Business Valuation Case Study course for AICPA’s Advanced Business Valuation education program. He also wrote Analyzing the Value of Your Client’s Business: A Short Course for the College for Financial Planning.

Mr. Zipp has written numerous articles and papers on topics ranging from tax matters, litigation support issues, business valuation, and legal issues. For more than 20 years, he was an AICPA instructor for various courses including the annual AICPA Corporate and Individual Income Tax Workshops. He regularly presents lectures and seminars before professional organizations, including local CPA and Bar associations, national organization conferences, State CPA Societies, and AICPA conferences and seminars. He served on the AICPA steering committee on Divorce where he was involved in the planning of annual conferences on the CPAs Role in Divorce Tax and Financial Planning.

In the course of his practice, Mr. Zipp has been called on to provide expert witness testimony at divorce trials on a wide range of tax and financially related issues, including pension and business valuations. He is Chairman of the Montgomery
County, Maryland Bar Association’s Taxation Section and was elected Treasurer of that Bar association.
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DRIVING DIRECTIONS

From Worcester: Route 9 East to Computer Drive/Research Drive Exit. Take a right at the first set of lights onto New Flanders Road; bear right onto Computer Drive, head straight through the third set of lights, drive 1/2 miles and the hotel is on the left at the top of the hill.

From Sturbridge: Mass Turnpike (I-90) East to Exit 11A, I-495 North to Exit 23B (Route 9 West) to Computer Drive/Research Drive Exit. Bear right at the end of the ramp, drive 1/2 mile and the hotel is on the left at the top of the hill.

From I-495 North or South: Exit 23B (Route 9 West) to Computer Drive Research Drive Exit, bear right at the end of the ramp. Drive 1/2 mile and the hotel is on the left at the top of the hill.

From Connecticut: Route 84 North to Mass Turnpike (I-90) East to Exit 11A (Route 495), Route 495 North to Exit 23B (Route 9 West) to Computer Drive/Research Drive Exit. Bear right at the end of the ramp, drive 1/2 mile and the hotel is on the left at the top of the hill.