2021 Business Valuation Conference Agenda
DAY 2 - November 11, 2021
7:30 - 8:40 a.m. (CST) Indiana Valuation Case: Stories from the Ones Who Lived It
Speakers: Penny Lutocka, CPA/ABV, ASA, CFE, Houlihan Valuation Advisors: Rob Schlegel, FASA, MCBA, Houlihan Valuation Advisors: Drew Soshnick, Partner, Faegre Drinker Biddle & Reath, LLP: Paul Wonch, CPA/ABV, CVA, MBA, MAFF, Wonch Valuation Advisors
In this session you will hear from the local business valuation experts on two Indiana cases. Paul Wonch will review the Hartman vs. Big Inch Fabricators case and Penny Lutocka and Rob Schlegel will review the appellate case for Bringle vs. Bringle. Each will speak on their experience on these specific cases and what they may have done differently as a result of the decision. You will also get to hear from attorney Drew Soshnick who was one of the attorneys of the Bringle vs. Bringle case. Drew will give his review from the attorney's perspective, in addition give a quick Indiana Family Law Case update on relevant cases and issues.
8:50 - 9:50 a.m. Estate Tax Law Changes
Speakers: Brad Minor, CPA/ABV/CFF, ASA, CVA, CMEA, CM&AA Blue & Co., LLC: Thomas Wagner, CPA/ABV, CVA Blue & Co., LLC
Join Brad Minor and Thomas Wagner for a discussion of important recent court case valuation decisions. They will present and discuss several cases along with analysis that will provide insight into current issues in business valuation focused on estate and gift taxes and how to apply them in your practice.
10:00 a.m. - 11:10 a.m. Q&A - Ask the BV Experts (Panel Discussion)
Speakers: Brad Minor, CPA/ABV/CFF, ASA, CVA, CMEA, Blue & Co., LLC: Gregory Clark, CPA, CVA, MAFF, GMC & Company, LLC: Jason Thompson, CPA/ABV, ASA, CFE, CFF, Sponsel CPA Group
Moderator: Bret Brewer, CPA/ABV, ASA, CBA, CFF, CVA, 59-60, Inc.
It's time to ask the experts! In this panel discussion you will hear from three local business valuation experts. They will answer your burning business valuation questions. Come prepared with all your questions