2
Date: Thursday, April 2, 2015
Time:
10:00am-11:00am PT / 1:00pm-2:00pm ET
Format: A BVR Webinar

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Featuring  (click image for bio)

Sylvia Golden, Esq.
Attorney at Law
Business Valuation Resources
R. James Alerding
CPA/ABV, ASA
Alerding Consulting, LLC

About This Program

BVR’s Case Law Update returns. Find out which recent opinions from state and federal courts have valuators talking, frowning, or puzzled by tuning in to a one-hour briefing with BVR’s Executive Legal Editor, Sylvia Golden, and valuation expert, James Alerding (Alerding Consulting). The presenters will discuss six decisions from various legal disciplines that affect how practitioners approach litigation. This round of noteworthy cases includes opinions that wrestle with issues such as double dipping, measuring compensation in case of expropriation of a business, and determining fair value in a misappropriation of funds case with scant financial information. But wait, there is more...

Agenda

  • Cortes v 3A N. Park Ave Rest Corp., 2014 N.Y. Misc. LEXIS 4693 (Oct. 28, 2014)(Slip Op)—judicial buyout
  • Cohen & Company v. Breen, 2014 Ohio App. LEXIS 3847 (Sept. 11,  2014)—breach of contract claim meets accounting malpractice counterclaim
  • McCarter v. McCarter, 2014 Tenn. App. LEXIS 778 (Dec. 1, 2014)—divorce case, goodwill 
  • Estate of Giustina v. Commissioner, 2014 U.S. App. LEXIS 22961 (Dec. 5, 2014)—Ninth Circuit review of Tax Court's valuation in Estate of Giustina v. Commissioner, 2011 Tax Ct. Memo LEXIS 141(June 22, 2011) 
  • City of Baton Rouge v. Jay’s Donuts, Inc., 2014 La. App. Unpub.  LEXIS 722 (Dec. 17, 2015)—expropriation of business owner compensation
  • Bohme v. Bohme, 2015 Ohio App. LEXIS 325 (Jan. 30, 2015), revisiting Heller v. Heller, 2008 Ohio App. LEXIS 2788 (Heller I) (June 30, 2008)—divorce, double dipping

Learning Objectives

  • Identify recent cases in various areas of law that shed new light on valuation issues and expert testimony
  • Discuss how legal and valuation-related considerations (methodology, standards, professional conduct) shaped the outcome of the case
  • Identify “hot” issues or emerging trends in business valuation
  • Learn the important takeaways from the individual decisions

Single Connection Policy

Admission to this event authorizes one computer and phone connection for one location. These connections may be transferred users and/or locations. Multiple concurrent connections for a single admission registration are not allowed.

Multi-User CPE Policy

Admission to this program includes one CPE certificate for one individual. Any additional listeners requesting CPE must pay a processing fee assessed at the completion of the online CE survey for this course.

CPE Processing Fees may be bypassed by entering a valid, unused CPE Authorization Code (for single event purchasers) or by logging into BVR's website (for subscribers to BVR's Training Series).

CPE Information

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group Internet-Based
Recommended CPE: 1 Credit Hours (Specialized Knowledge & Applications)

Closed Captioning:

BVR now has closed captioning on all 2019 past programs. To try out this enhancement, subscribers can login to the Desktop Learning Center, select a program, and click play video. The captions will start to play automatically, and can be disabled from the player per your preference.


Business Valuation Resources 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.nasbaregistry.org.
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