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DTSTART:20160418T170000Z
DTEND:20160418T181500Z
LOCATION:MAC 405 Washington Avenue St. Louis MO
UID:1251320160418T170000ZBusiness Valuation
DTSTAMP:20260429T211600Z
DESCRIPTION:\n[Registration Link](http://estate-planning-council-of-st-louis.ticketleap.com/april-18-2016-mark-santarsiero/)\n \nCost: Members $25, Guests $50\n \nSpeaker: Pat Cooney \n \nTopic: Business Valuation\n \nAbout the talk:Business Valuation expert, Patrick Cooney, will discuss current "hot button" issues in the business valuation field, especially those related to estate planning.\n \nCPE\n \nFor information regarding program complaint or cancellation policies, please contact our offices at 314-520-3564\n \nMembers will register by accepting the electronic invitation.  If you are unable to attend please decline the electronic invitation.\n \nEstate 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.\n \nLearning Objective: Gain an understanding of the issues and be better able to advise clients accordingly.\n \nLevel of Complexity: Intimidate\n \nProgram topics:\n \nThe valuation of subchapter S corporations\n \nThe treatment of unrealized built-in capital gains\n \nThe role of fiduciary duties in business valuation\n \nBuy-sell arrangements and business valuation\n \nCorporate goodwill vs. personal goodwill\n \nDelivery Method: Group-live setting\n \nEarn 1 CPE Credits for this session.\n \nField of Study: Specialized Knowledge and Application\n \nProgram Level Intermediate\n \nWho should attend? Everyone at all levels should attend who work in business valuation as it relates to estate planning.\n \n \n \nSpeaker 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. \n
SUMMARY:Business Valuation - Estate Planning Council of St. Louis 
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