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The Nation's Experts in Business Valuation
and Financial Forensics
Program

Valuing Family Limited Partnerships Workshop
Program Content

This two-day workshop will discuss current methodologies and resources for the valuation of both controlling and non-controlling privately held interests in family limited partnerships (FLP) and other similar estate planning entities. Particular focus will be on the valuation and form of a FLP in a tax engagement and the pitfalls that the valuation analyst must avoid. Included in the program will be a discussion of discounts and the empirical data used to support them and the elements found in a well-written valuation report. 
Details
Learning Objectives
After attending this course, participants will be able to:
  • Perform research of empirical data to support discounts found in these
    valuations
  • Understand the various tax code sections pertinent to these valuations
  • Prepare a well-written valuation report of an FLP (or similar estate
    planning entity)

Who Should Attend
Valuation Analysts of all levels, Estate and Tax Attorneys, and Estate Planners
Where and When
Click here for a list of hotel locations, room rates and reservation information.
 
October 31–November 1 Chicago, IL
November 13–14 Philadelphia, PA
December 14–15 Las Vegas, NV
Pricing
Pricing
(Before early registration discounts.) Non-Member: $1,100 Member: $990
 
Register Now
REGISTER NOW! To register, print, complete, and mail or fax (801-486-7500) the Registration Form to the Consultants’ Training Institute (c/o NACVA). Or print and complete the Registration Form, scan, and e-mail to nacva1@nacva.com or call Member Services: (800) 677-2009. Click here for the Registration Form to print and fax (PDF).
Cancellation Policy
For more information regarding refund, complaint, and/or program cancellation policies, please call our director of Member Services: (801) 486-0600.
CPE Hours
Delivery Method Group-Live
Program Level Overview
Advanced Preparation None
Prerequisites None
Fields of Study Specialized Knowledge and Applications 16
Total CPE Hours   16

For more information regarding refund, complaint, and/or program cancellation policies, please call our director of Member Services: (801) 486-0600.

NASBA Sponsorship
The Consultants’ Training Institute (CTI) 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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
 
 
 Click here for the Registration Form to print and fax (PDF).

 
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