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Common Sense and the S Corp Value Question—A Reality Check

 Common Sense and the S Corp Value Question—A Reality Check
CPE Credit

Program Type: Recorded Webinar(Audio, 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: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Finance
Item Number: 17PBVCHI0609D
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

Over the years, the S-Corp/PTE value question has provoked much attention and debate, in and out of court. Some of the best minds in valuation have offered research and mathematical models to resolve it. But, the result has been a thicket of complications.

This webinar seeks to cut a clear path through that thicket via a reality check.

We will: (1) provide a thorough look at the assumptions and flaws underlying all aspects of the S-Corp/PTE value question; and (2) offer fresh, practical content that will allow attendees to address these issues more realistically and effectively.

Our discussion will be accompanied by a simple case illustration.

Learning Objectives

After completing this webinar, attendees will be able to:

- Recognize and articulate the assumptions and their flaws that underlie the S-Corp/PTE value question
- Apply concrete, practicable techniques for more effectively and realistically estimating S-Corp/PTE value
- Debate these techniques simply and lucidly

Who Should Attend

Attendees should be those who prepare and use S-Corp/PTE valuations and are concerned with navigating the tangle of issues these entity structures present. This is not a seminar for beginning analysts.

Sarah von Helfenstein
Ms. Sarah von Helfenstein is a seasoned veteran of the start-up wars, and has created, launched, and managed numbers of new initiatives inside/for established enterprises and on a standalone basis.

Since 1994, she has held a variety of key roles within the financial valuation sector. For the past eleven years, she has practiced as a full-time business appraiser. Prior to becoming a practitioner, she edited and authored valuation courses and exams, developed valuation curricula and conferences, edited several valuation books, and performed valuation research for the Department of Defense.

Currently, in addition to growing her firm, she publishes and presents papers regularly on valuation, theoretical finance, economics, and real options in the U.S. and internationally. She is also an active member of the editorial board for The Value Examiner.