The Valuation Advisor's Foundation for Valuing Cannabis Enterprises
Co-Sponsored by the National Association of Certified Valuators and Analysts® (NACVA®)
|Program Description||Who Should Attend|
|How You Will Benefit||On-Demand Course|
|What Is Covered|
The general principles of valuing enterprises also apply to a cannabis company. There are caveats to valuing a cannabis business, such as regulatory and tax attributes of the industry that considerably complicates the valuation of a cannabis-related enterprise. This course discusses unique valuation considerations for cannabis-related appraisals. Expanding upon this principle, the business advisor must be prepared to wear multiple hats, whether it is purely tax, accounting, or valuation; business owners now expect counsel on how to improve the business enterprise’s performances by shaving costs, improving revenues, minimization of tax, and increasing company value. This course also explains the unique principles of this fast–rising industry, which will include mandatory “annual” valuations that will be required, due to tax implications.
- Describe the basic knowledge and terminology that is essential to the cannabis industry
- List the drivers of federal taxation concerning cannabis
- Identify the most prominent tax court cases driving the cannabis industry
- Utilize valuation approaches specific to cannabis and increase your client base
- Describe the importance of intellectual property as it pertains to cannabis valuation and increase your services and profits
- Apply basic knowledge and terminology that is essential to the cannabis industry
Day 2: Federal Taxation of Cannabis: How does IRC280E Affect the Enterprise?
Federal taxation of cannabis—how does IRC 280E affect the enterprise?
- Identify the drivers of federal taxation concerning cannabis, including IRC 280E
Day 3: Federal Court Cases and Cannabis: What is Happening in Court and How it Affects Your Clients
Federal court cases and how it affects your clients
- Utilize the roadmap to successfully navigate cannabis taxation issues
Day 4: Valuation Approaches: What to Stay Away from in Current Cannabis Valuation and Get it Right in Your Engagement Letter
Determine the most applicable approaches to cannabis in current markets
- Utilize Excel spreadsheets to reflect IRC 280E taxation issues
Day 5: Introduction to Intellectual Property: How to Proceed with “Annual” Valuations for Your Clients
Establishing an intellectual property portfolio specifically for cannabis
- Construct a cannabis portfolio that will minimize federal tax and require annual valuations
Contact Member/Client Services at (800) 677-2009 with questions or for assistance.
|CPE On-Demand Course|
This on-demand course qualifies for NASBA QAS Self-Study credit.
For additional NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.
|The Valuation Advisor’s Foundation for Valuing Cannabis Enterprises—Certificate of Educational Achievement|
A Certificate of Educational Achievement (CEA) in The Valuation Advisor’s Foundation for Valuing Cannabis Enterprises will be awarded to course attendees who successfully complete and pass a short quiz administered at the conclusion of each day.
While the CEA is a valuable recognition of educational achievement that can enhance your professional development, there is no professional or other credential associated with the certificate, and certificate holders may not claim to be certified, licensed, accredited, or registered to engage in a specific occupation or profession.
It makes no claims as to your proficiency in conducting any specific task or job related to the training. Continuing Professional Education (CPE) credit is only earned through attendance at the course and complying with daily attendance verification. Additional CPE is not awarded for obtaining the CEA. The daily quizzes are based on the educational content and learning objectives of the course.