| Current Update in Valuations 2021 (27Q)
Course CPE: 8 hour(s)
Field(s) of Study: Accounting–2 hrs; Behavioral Ethics–1 hr; Business Management and Organization–1 hr; Economics–1 hr; Finance-1 hr; Taxes-2 hrs;
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: None
Delivery Method: QAS Self-Study
This course qualifies for 12 bonus points toward NACVA credentialed member recertification, in addition to course CPE. Completion of this course also waives $200 off the Tri-Annual Recertification fee.
Shipping Weight: 0lbs. 0oz.
|Recording Date: August 10, 2021
Presenter: Ron Rudich, Melissa Gragg, Stephen White, Kimberly Tavares
Essential Updates on Recent Valuation Trends, Techniques, and Opinions
The primary objective of this interactive course is to deliver training and tools for you to produce a strong, defensible work product that will lead to increased confidence in your opinions. The course provides critical education from the foundation up by revisiting the core body of knowledge for business valuations.
It promotes active discussion between the instructors and attendees encompassing a wide range of topics, including: practice development, financial statement analysis, cost of capital, valuation approaches, discounts and premiums, federal and state case law, an update on industry and professional standards, calculation and conclusion of value, roles valuators play, and valuation report analysis.
After completing this course, attendees will be able to:
- Determine which state and federal case law precedents guide valuation issues
- Recognize professional and industry standards
- Identify changes to tax code, regulations, and court decisions
- Differentiate between a calculation of value and a conclusion of value
- Identify various products valuators can offer to their clients
- Detect size risk, which is considered throughout the entire business valuation process, so as to avoid duplication of risk associated with size
- Recognize specific considerations in the identification and determination of personal goodwill in business valuations
- Identify the do’s and don’ts of writing an effective report
- Recognize how industry standards and any changes will impact your practice
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.