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The Business Appraiser as Client Advocate

 The Business Appraiser as Client Advocate
CPE Credit

Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Intermediate
Prerequisites: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area
Advanced Preparation:An understanding of business appraisal review would be helpful, though not necessary
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Taxes
Item Number: 17PBVCHI0609H
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

Business appraisers, when serving as experts, are precluded from acting as an advocate for the client. There is another high profile role for the appraiser as a client advocate. All association standards permit this activity, but little has been written or said about it. This unique webinar illustrates how the business appraiser functions as an advocate/consultant for a client, including: the pros and cons, practice opportunities, and case study examples.

Learning Objectives

After completing this webinar, attendees will be able to:

- Identify situations where business appraisers may act as advocates for a client
- Cite professional standards and responsibilities in this area of appraisal practice
- Apply lessons learned from real world case studies

Who Should Attend

Certified business appraisers, ABAR and ARM business appraisal reviewers or those interested in review, attorneys seeking to work effectively with business appraisers in optimizing client interests

Howard Lewis
Mr. Howard A. Lewis is the Executive Director of the International Society of Business Analysts and President of RiskGuidance Co., LLC. Howard served as the National Program Manager for the Engineering and Valuation Programs at the Internal Revenue Service from 2000-2008, having worked for the IRS for over thirty-two years, serving as a valuation engineer, and first-level, mid-level, and top-level manager, both in the engineering and valuation programs, as well as the corporate examination programs. As President of RiskGuidance, Howard specializes in valuation review and IRS intervention. Howard was a co-author of the book, How to Value Your Business and Increase it's Potential. He is the former Executive Director of the Institute of Business Appraisers.