Accounting, finance and tax practitioners are frequently presented with issues involving valuation matters, whether in tax, dispute (shareholder, matrimonial, corporate/commercial, etc.), estate, planning to avoid disputes (shareholder agreements, marriage/co-habitation contracts, etc.), succession planning, purchase/sale, financial reporting or other situations. While good practice in many situations will dictate the involvement of a valuation expert, it is very helpful for the trusted advisor to have a basic understanding of valuations and be able to speak the same language as the valuator, understand the relevant parameters of the particular situation, and be able to communicate valuation-related issues to the client.
Join Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV, Founder and President of Kalex Valuations Inc., for an overview of valuations, situation-specific considerations, as well as practical tips.
More specifically, topics covered will include:
|Subject Area||Accounting, Audit & Finance|