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  • The Valuation Advisor's Foundation for Valuing Cannabis Enterprises

The Valuation Advisor's Foundation for Valuing Cannabis Enterprises


Co-Sponsored by the National Association of Certified Valuators and Analysts®  (NACVA
®)

Arrow Program Description Arrow Who Should Attend Register Now
Arrow How You Will Benefit Arrow On-Demand Course
Arrow What Is Covered    


Overview training on valuing a cannabis business.


Program Description

This course is an essential training tool that provides a thorough overview of valuation principles which lays an essential foundation for financial professionals and advisors to provide outstanding services to their clients as it pertains to cannabis.

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.  


How You Will Benefit
After completing this course, attendees will be able to:

  • 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

What is Covered
Day 1: Fundamentals of Cannabis: History and Terminology Unique to Cannabis ... Talk the Talk

The fundamentals of cannabis and regulatory history, plus terminology unique to cannabis

  • 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 

Who Should Attend
CEOs, CPAs, attorneys, practitioners, advisors, and investors.

Contact Member/Client Services at (800) 677-2009 with questions or for assistance.
 
CPE On-Demand Course
CPE:
5 Hrs
Price: $414/$373 Members 
Purchase the On-Demand Course here.
This on-demand course qualifies for NASBA QAS Self-Study credit.

CPE Hours

Delivery Method

QAS Self-Study

Program Level

Overview

Advanced Preparation

None

Prerequisites

None

 

Computer Software and Applications

1

  Information Technology 1
  Regulatory Ethics 1
  Taxes 2

Total CPE Hours

 

5


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.
 


  • Virtual Course Schedule
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  • Around the Valuation World®
  • Around the Valuation World® International
  • CPE On-Demand Courses
  • Self-Study Courses
  • Surgent CPE Self-Study
  • Important Virtual Course Information—FAQs
  • Virtual Course Cancelation Policy

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