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Since its implementation in January, 2005 IRC 409a has taken on a life of its own. As Neil Beaton explains in BVR's Guide to Valuations for IRC 409a Compliance, because of "exposure to many bright minds and questioning professionals, new techniques and refinements of old ones have surfaced and are now being implemented." And as the AICPA prepares to release a revisited practice aid on this matter, a new chapter looks to be added to the saga of 409a.
In "Valuation Issues in 409a," Beaton and David Dufendach discuss this complex regulation's past, present, and future, as well as those all-important details of the methods and applications with which it is associated.
Program Agenda
Introduction to IRC 409a
Background & history
Current economic environment and its impact on 409a valuations
Purposes for implementation
IRC 409a Regulations
Violations and penalties
Standard of value and purpose
AICPA Practice Aids
The original
CVM
OPM and PWERM
2010/2011 update
Looking ahead at what's in the new practice aid
Learning Objectives
Understand the origins and purposes for IRC 409a and the reasoning behind its method of implementation.
Learn how to perform analysis for IRC 409a under the AICPA's practice aid, and what's ahead in the future update.
Clarify the applications of 409a analysis and its importance in the larger valuation framework.
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