Content Provider
Alerding

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Calculationversusvaluation_sageworks

CALCULATION V. VALUATION: HOW EACH FITS IN YOUR PRACTICE & WHAT YOU NEED TO KNOW

For Business Valuation Professionals 
Cost Free   CPE Credits 1.0 hour   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend?CPA - small firm
CPA - medium firm
CPA - large firm 
Course Description

Are you being pressured by attorneys and clients to prepare low cost estimates of value? How comfortable do you feel going into court having prepared a calculation when the other side may have prepared a full valuation? Will your client pay you if your estimate of value does not meet the sufficient, reliable, believable and “with reasonable certainty” tests? This webinar will bring you up to date on the current thinking related to calculations and their place in your practice.

Learning Objectives

  • The participants will be updated on new thoughts regarding the use of calculations in various business valuation practice engagements.

  • The participants will have a review of the Federal Rules of Evidence 702 and the four qualities for convincing testimony.

  • The participants will get answers to real life questions and answers related to the use of calculation and valuations in litigation.

Alerding Linkedin

Mr. Alerding has over 45 years of experience working with businesses in various consulting matters and over 30 years of experience working with complex valuation and litigation support matters. He lectures frequently on business valuation and forensic services and has testified many times on valuation and economic damages in a variety of Federal and State courts. Jim has published numerous articles on business valuation and related subjects. He is the author of Valuation of a Closely Held Business and Purchase or Sale of a Closely Held Business as part of the Tax Advisors Planning Series published by Research Institute of America, and he co-authored "The Handbook for Divorce Valuations" and "Financial Valuation: Applications and Models," a treatise on business valuation published by John Wiley & Sons. He was one of the three individuals selected by the American Institute of Certified Public Accountants task force that wrote the Statement on Standards for Valuation Services issued in 2008 that provides the valuation standards for the AICPA's 300,000+ members.

Accordingly, Jim is a "Qualified" Appraiser, as defined under the Pension Protection Act of 2006 and the applicable treasury regulations for valuations submitted to the Internal Revenue Service.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) 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.learningmarket.org.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211

About our sponsor
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Sageworks is a financial information company that provides loan portfolio and risk management solutions to financial institutions and financial analysis and valuation applications to accounting firms and private companies. The company was founded in 1998 and is headquartered in Raleigh, NC. Sageworks data and applications are used by thousands of banks, credit unions and accounting firms across North America and internationally. Through these applications, we have created the largest real-time database of private- company financial statement information in the United States.