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Connecticut State Chapter

Chapter President: Ed Pratesi
Telephone: (860) 519-5648

Event Contact: Roslyn DeCaprio, DeCaprio CPA & Associates, P.C., 500 East Main Street, Suite 334, Branford, CT 06405

SAVE THE DATE:  September 26, 2019

Session Fees:  $190 | Additional registrations from the same firm $170
Location: Best Western Plus Hotel North Haven, CT


Time:  8:30 a.m. – 4:30 p.m. 

Topics Covered
Personal vs. Entity vs. Salable Goodwill Methods: This presentation will delve into the three components of goodwill as well as discuss related topics. Case law in this area continues to expand and will also be discussed in the presentation….When you can or cannot use a calculation and what the non-CPA standards say and do about them: This session will identify and explain the differences and limitations associated with calculation engagements; and provide an understanding how calculations are being used and viewed by the courts in various jurisdictions...Examining the Numerator in the Valuation Equation (Forecasts and Projections):Most presentations and most valuations focus on the denominator in the value equation, i.e. the COC. However the numerator can have a very material impact on the valuation conclusion. ….Control Discounts and Premiums: This presentation will discuss the issues surrounding control premiums and discounts and how determine and apply them to a valuation of a control interest, including the data sources and methodologies used….Expert Witness Tips: Having testified in over 400 cases, Alerding is uniquely qualified to provide insights to testifying experts.…Additionally the presentation will cover the three legs of damages; dealing with Daubert challenges; reports in litigation; and other issues relating to testifying as an 

About the instructor:  R. James "Jim" Alerding founded Alerding Consulting, LLC. As the owner and sole professional for Alerding Consulting, Alerding consults with Business Valuation Professionals as to various valuation and litigation projects. Alerding also lectures nationally, conducts and participates in webinars nationally, and writes articles and books on valuation and litigation subjects.  Prior to founding Alerding Consulting, Alerding practiced as a BV Professional for over thirty years with Blue & Co., LLP and Clifton Gunderson, LLP. During that career, Alerding testified in trials over 350 times and in depositions another 200 to 300 times. Alerding has been a CPA since 1969 and was a former member of the AICPA Business Valuation Committee. Alerding was also a member of the Writing Task Force which developed the SSVS#1, and was inducted into the AICPA Business Valuation Hall of Fame.


September Registration Form
Phone #_______________________________
All registrations must include the registration fee.    Fee Enclosed:  $______ Make check payable to:  CT Foundation Chapter of NACVA.     Mail with form to: Roslyn DeCaprio, DeCaprio CPA & Associates,  PC., 500 East Main Street, Suite 334, Branford, CT 06405