Join us for the preeminent summit of lawyers, appraisers, accountants, & experts who depend on business valuations to meet the current standards of the IRS, the Tax Courts, the auditor, and the client.

Co-sponsored by NACVA, IBA, Valuation Products and Services, California Society of CPAs

Conference Chairs
The Hon. David Laro, U.S.Tax Court & Visiting Professor of Law, University of San Diego
Mel Abraham, CPA, CVA, ABV, & ASA- Past Visiting Professor, University of San Diego

Location
Joan B. Kroc Center for Peace and Justice, University of San Diego
9 hours of CPE (MCLE* credits available)

Hotel Information for Registrants

Agenda:

• DLOM Case Study Workshop: How to Apply Qualitative and Quantitative DLOM Models and Databases
  • Jim Hitchner, Financial Valuation Advisors and Valuation Products & Services (Moderator)
  • Linda Trugman, Trugman Valuation Associates, Inc.
  • Jay Fishman, Financial Research Associates
  • Kevin Yeanoplos, Brueggeman and Johnson Yeanoplos, P.C.
  • Bob Duffy, Grant Thornton
    
    
• The Effect of Shareholder Taxes on Value in the Private Capital Markets
  • Nancy Fannon, Fannon Valuation Group
    
    
• Tales from the Trenches: A Discussion of Selected Transfer Tax Audit
  and Litigation Issues
  • John Porter, Esq., Baker Botts
    
    
• Valuation of Troubled Financial Assets in a Distressed Economy
  • Boris Steffen, Bates & White
    
    
• New Arrow in IRS's Quiver Attacking FLPs: The Step Transaction Doctrine
  • Lou Mezzullo, Esq., Luce Forward Hamilton & Scripps

View Detailed Agenda

9 hours of CPE (MCLE* credits available)

* The University of San Diego School of Law is a State Board of California approved MCLE provider, and certifies that this activity is approved for MCLE credit.

Earn Interactive CPE Credits (Consulting Services) Business Valuation Resources, LLC 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. www.nasba.org NASBA Sponsor

Cancellation Policy for Live Event Registrations

Full refunds will be issued if cancellation requests are received 4 weeks before the event begins. Refunds, less a $100 administrative fee, will be issued if cancellation requests are received one week before the event begins. Due to financial obligations incurred by BVR, no refunds will be issued on cancellation requests within one week of the event.

In the event of an unforeseen hardship, we will evaluate each case individually. Please call (503) 291-7963 or (888) 287-8258.

Updated: June 5, 2008