Exciting slate of CPE events

BVWireIssue #142-2
July 16, 2014

The summer heat continues with a lineup of must-attend CPE events:

Valuations for Transactional vs. Non-Transactional Purposes: The Intersection of Wall Street and Main Street (July 16), featuring Jeff Tarbell (Houlihan Lokey) and Craig Jacobson (Citrin Cooperman). The second installment of the Advanced Webinar Series on Valuations for Business Transactions features two experts versed in both private and public valuations on the differences, similarities, and opportunities that lie at their intersection.

The Advanced Webinar Series on Valuations for Business Transactions, curated by Jacobson, continues through July with two more can’t-miss presentations:

Ten Takeaways from Estate of Richmond (July 17), featuring John Bogdanski (Lewis & Clark Law School). By late February, Sylvia Golden, BVR's legal editor, had already described Estate of Richmond (2014 Tax Ct. Memo LEXIS 26) as "one of the most important decisions of 2014,” covering “dividend capitalization versus net asset value (NAV) approach, discounting for BICG tax, and how to avoid an undervaluation penalty.” Find out why with expert and attorney Bogdanski.

Using Closed-End Funds to Derive Discounts for Lack of Control (July 24), featuring Ray Bratcher (Trugman Valuation) and Tom Roseen (Lipper). Since they are both traded in public and issued in a limited number of shares, prices of closed-end funds (CEF) represent a comparable public proxy for a minority interest in a fully marketable security. Learn more with Bratcher and CEF expert Roseen.

Advanced Workshop on Determining Volatility and Market Yield: Developing Inputs for the Valuation of Options and Debt Securities (August 7), featuring David Dufendach, Oksana Westerbeke, and Jared Hannon (all Grant Thornton). In this intensive, four-hour workshop, learn how to harness market information about volatility and market yield to create reliable inputs for option and debt security pricing models.

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