Cost: Members $25, Guests $50
Speaker: Pat Cooney
Topic: Business Valuation
About the talk:Business Valuation expert, Patrick Cooney, will discuss current "hot button" issues in the business valuation field, especially those related to estate planning.
For information regarding program complaint or cancellation policies, please contact our offices at 314-520-3564
Members will register by accepting the electronic invitation. If you are unable to attend please decline the electronic invitation.
Estate Planning Council of St. Louis is a 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.learningmarket.org.
Learning Objective: Gain an understanding of the issues and be better able to advise clients accordingly.
Level of Complexity: Intimidate
The valuation of subchapter S corporations
The treatment of unrealized built-in capital gains
The role of fiduciary duties in business valuation
Buy-sell arrangements and business valuation
Corporate goodwill vs. personal goodwill
Delivery Method: Group-live setting
Earn 1 CPE Credits for this session.
Field of Study: Specialized Knowledge and Application
Program Level Intermediate
Who should attend? Everyone at all levels should attend who work in business valuation as it relates to estate planning.
Speaker Bio: Pat Cooney is the Vice President and co-founder of Capital Advisors, Inc., an independent business valuation and consulting firm formed in 1996. Mr. Cooney has been engaged in the valuation of closely-held business interests since 1994. He is a Senior Member of the American Society of Appraisers and is accredited in Business Valuation, and he is a CFA Charterholder and a member of the CFA Institute. Before starting Capital Advisors, Inc., he worked at Commerce Bank as a Management Trainee and then as a business valuation analyst in Commerce’s Investment Management Group. Mr. Cooney’s appraisals are used for a variety of purposes, including: gift, estate and income tax reporting; shareholder disputes; purchase/sale; marital dissolution; Employee Stock Ownership Plans; and many other purposes. He has valued interests in thousands of closely-held entities over his career. He has assisted in the purchase and sale of business interests, and has defended his reports before various third parties, including the Internal Revenue Service and various courts of law.