Specialty Areas of Practice

Healthcare Valuation—A Healthcare Reform Update

Tuesday, December 11
10:00 a.m.–12:30 p.m.
This session will discuss the various aspects of the tax reform legislation, the Tax Cuts & Jobs Act of 2017, as relates to both healthcare providers, especially non-profit organizations (e.g., new excise taxes for physician executives, and how to structure compensation plans to address these new thresholds) and patients (e.g., abolition of the Individual Mandate tax penalty). The session will also review the current state of healthcare reform in the wake of the tax reform law.

After completing this session, attendees will be able to:

• Identify healthcare valuation issues arising from the Tax Cuts & Jobs Act of 2017
• Explain to potential 501(c)(3) non-profit healthcare clients the income and compensation on which they now may be taxed

Total CPE: 3 Hrs
Field(s) of Study: 3 Hrs—Taxes

Who Should Attend:

Information Forthcoming

Prerequisites:

Update: Learning activity level that provides a general review of new developments

Advanced Preparation:

None

Todd Zigrang

Todd  Zigrang

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Jessica Bailey-Wheaton

Jessica  Bailey-Wheaton

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Forensic Case Studies—Valuation and Litigation

Tuesday, December 11
1:30 p.m.–3:10 p.m.
Information Forthcoming

Who Should Attend:

Information Forthcoming

Prerequisites:

Basic: Learning activity level most beneficial to individuals new to a skill or an attribute

Advanced Preparation:

None

Darrell Dorrell

Darrell  Dorrell

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Mergers and Acquisitions—Planning Strategies and Issue Management

Tuesday, December 11
3:30 p.m.–5:10 p.m.
Information Forthcoming

Who Should Attend:

Information Forthcoming

Prerequisites:

Basic: Learning activity level most beneficial to individuals new to a skill or an attribute

Advanced Preparation:

None

William Offutt III

William  Offutt III

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Estimating the Economic Losses of the Self Employed—Lost Profits or Lost Earning Capacity

Wednesday, December 12
10:00 a.m.–12:30 p.m.
This session will explore the complex and interesting area of estimating the lost income of the self-employed. Estimating the lost income of the self-employed is more complex than estimating the losses of traditional rank and file employees. The injured person’s income may have been reported on Schedule C’s, K-1’s from 1065 partnership filings or W-2’s and K-1’s from 1120S, subchapter S corporation filings. IRS forms that provide valuable information will be reviewed. Consideration will be given to whether the person paid self-employment taxes. Other factors that make calculating the economic losses of the self-employed different, like work-life expectancy and exit strategy, will be discussed.

After completing this session, attendees will be able to:

• Analyze data for calculating the economic losses a self-employed may have incurred
• Adjust calculations to reflect facts specific to the assignment including work-life expectancy and the potential loss of business value
• Developing the ability to present lost business income in the form of lost earning capacity to comply with the expectations of the court.

Total CPE: 3 Hrs
Field(s) of Study: 3 Hrs—Economics

Who Should Attend:

Information Forthcoming

Prerequisites:

Basic: Learning activity level most beneficial to individuals new to a skill or an attribute

Advanced Preparation:

None

Allyn Needham

Allyn  Needham

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Expanding Services and Client Retention Using CoreValue

Wednesday, December 12
1:30 p.m.–3:10 p.m.
The easiest client to sell is one you already have. Leverage your rolodex and create client-for-life relationships.

If you are a CPA, Business Consultant, or Financial Adviser who is looking for ways to deliver additional services to your existing client base, attend this session to learn how.

After completing this session, attendees will be able to:

• List ways to start or grow a business consulting practice
• Describe how to target new services at quantified client needs
• Identify how to help their clients reach personal and business goals—and cement their role as the trusted adviser
• Describe ways to protect their client base from other firms by delivering a suite of high-value services

Total CPE: 2 Hrs
Field(s) of Study: 2 Hrs—Computer Software and Applications

Who Should Attend:

Valuation consultants, CPAs, business owners, practitioners who are interested in starting or growing their business consulting practice.

Prerequisites:

Overview: Learning activity level that provides a general review of a subject area from a broad perspective

Advanced Preparation:

None

George Sandmann

George  Sandmann

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Estate Planning in a Topsy Turvy Environment

Wednesday, December 12
3:30 p.m.–5:10 p.m.
Since 2000, we have lived in a very unstable estate tax regime. Estate tax exemptions have gone up and gone down and now there is a suggestion that the Federal tax may go away altogether. What's real and what isn't? And how can planning - especially critical business planning - be accomplished in such an environment? Those questions and more will be addressed in this thrilling presentation.

After completing this session, attendees will be able to:

• Analyze the current estate tax regime
• Assess realistic expectations of future tax regimes
• Critique popular speculation about the effect of the tax regime on business and succession plans
• Evaluate realistic goals and expectations business owners should employ in planning succession
• Inventory options for planning, including non-tax driven planning
• Judge methodologies for successful business succession planning
• Predict the future of applicable future tax regimes

Total CPE: 2 Hrs
Field(s) of Study: 2 Hrs—1 Hr—Business Law; 1 Hr—Business Management and Organization

Who Should Attend:

CEO's, CFP's, CPA's, CLU's, JD's, practitioners.

Prerequisites:

Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area

Advanced Preparation:

A passion for learning and helping clients is a must.

Eido Walny

Eido  Walny

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