|
Event Date: Wednesday, November 20, 2019
Event Start Time: 8:00 a.m.
Event End Time: 4:30 p.m.
Earn up to 8 Hrs CPE
Event Roster
|
Hilton Garden Inn - Edison
50 Raritan Center Parkway
Edison, New Jersey 08837
|
|
Registration: Includes Continental Breakfast, Lunch, and Light Refreshments
|
$195
|
|
7:30 a.m.–8:00 a.m.: Sign-in, Breakfast, and Networking
|
|
8:00 a.m.–8:55 a.m. Market Method for Valuing Small Businesses (Part 1)
-
Presented by Gregory Caruso, JD, CPA, CVA
-
Program Description: We will review the market method for use with small business valuation. Emphasis will be on selection of comparable set, evaluating comparables based on profitability charting and graphs, use of statistics, reviewing cash flow (less emphasis that other areas in one hour program), estimating the value and finally adjusting the value based on balance sheet matters as compared to estimated comparables.
-
Field(s) of Study: Accounting
-
Program Level: Intermediate
-
Prerequisites: None
-
Delivery Method: Group - Live
|
1 Hrs CPE
|
|
8:55 a.m.–9:45 a.m. Advising Buyers and Sellers of Small Businesses (Part 2)
-
Presented by Gregory Caruso, JD, CPA, CVA
-
Program Description: We will review how as CPA's, CVA's and other advisors to best work with clients who are preparing to buy or sell a business. Focus will be given to helping the client assess underlying needs and desires so they are prepared for the emotional strain of this type of life change. Listening skills, negotiation skills, how to work with brokers and other participants will be reviewed.
-
Field(s) of Study: Accounting
-
Program Level: Intermediate
-
Prerequisites: None
-
Delivery Method: Group - Live
|
1 Hrs CPE
|
|
9:45 a.m.–10:10 a.m.: Morning break and Networking
|
|
10:10 a.m.–11:00 a.m. Asset Tracing
-
Presented by Daniel Roche, CPA/ABV, ASA & Stefanie Jedra, CPA
-
Program Description: This session will provide an overview of some of the types of engagements that may involve asset tracing. We will discuss sources of information, client involvement, analyses and go through some examples.
-
Field(s) of Study: Accounting
-
Program Level: Intermediate
-
Prerequisites: None
-
Delivery Method: Group - Live
|
1 Hrs CPE
|
|
11:00 a.m.–11:50 a.m. Evaluating Section 199A
-
Presented by Robbin Caruso, Esq. & Ken Manche, Esq.
-
Program Description: This session will provide an overview of some of the intricate provisions of Section 199A of the Internal Revenue Code - the Qualified Business Income (QBI) Deduction. We will review important concepts, safe harbor for rental real estate activities, and discuss the qualifications, limitations and thresholds, qualified and specified services trades or business, adjustments to and computations of QBI. We will also touch on how the TCJA and 20% QBI deduction impacts business owners’ taxes and valuation as it relates to various entity structures.
-
Field(s) of Study: Tax
-
Program Level: Overview
-
Prerequisites: None
-
Delivery Method: Group - Live
|
1 Hrs CPE
|
|
11:50 a.m.–1:00 p.m.: Lunch and Networking
|
1:00 p.m.–2:15 p.m. Grey Divorce (Part 1)
-
Presented by Shelly Brown, MBA, CPA/ABV/CFF, CVA & Vincent Celli, Esq.
-
Program Description: This course will focus on the factors to be prioritized in assisting the divorcing party and their counsel in navigating this process.
-
Field(s) of Study: Accounting
-
Program Level: Intermediate
-
Prerequisites: None
-
Delivery Method: Group - Live
|
1.5 Hrs CPE
|
|
2:15 p.m.–2:25 p.m.: Afternoon break and Networking
|
2:25 p.m.–3:15 p.m. Valuing Cannabis Companies
-
Presented by Taylor Rosanova, CFA
-
Program Description: This session will provide an introduction and overview of the industry and considerations for valuing cannabis businesses.
-
Field(s) of Study: Accounting
-
Program Level: Intermediate
-
Prerequisites: None
-
Delivery Method: Group - Live
|
1 Hrs CPE
|
|
3:15 p.m.–4:30 p.m. Fraudulent Conveyance (Part 2)
-
Presented by Shelley Brown, MBA, CPA/ABV/CFF
-
Program Description: This course will focus on the internal company factors as well as the subjective and objective inputs which must be employed to arrive at a valuation conclusion.
-
Field(s) of Study: Accounting
-
Program Level: Intermediate
-
Prerequisites: None
-
Delivery Method: Group - Live
|
1.5 Hrs CPE
|
Please log in at the top of the page prior to clicking Register Now.
|
