CPE events

BVWireIssue #258-3
March 20, 2024

Harvesting Knowledge: The Valuation of Wineries (A BVR Workshop), March 21, 10:00 a.m.-1:40 p.m. PT/1:00 p.m.-4:40 p.m. ET. Featuring: Joseph Orlando (Exit Strategies Group) and Bradford MacLane (MacLane & Co.). CPE credits: 4.0.

This presentation will dig into the anatomy of a transaction and how deals are priced and closed as well as the valuation of a winery for compliance purposes.


Major Court Decisions and Tax Sunset Provisions: New and Noteworthy Developments in the Valuation of S Corporations, March 26, 10:00 a.m.-11:40 a.m. PT/1:00 p.m.-2:40 p.m. ET. Featuring: Daniel R. Van Vleet (The Griffing Group) and William P. McInerney. CPE credits: 2.0.

This event presents the good, the bad, and the ugly analyses contained in important court decisions, including how to properly use the Van Vleet model (also known as the SEAM), which was accepted in the Estate of Cecil decision and others. It also includes how the sunsetting provisions of the Tax Cuts and Jobs Act (TCJA) are bringing nonservice pass-through entity values in line with C corporation values.

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