AIC23 BV - Personal Goodwill in Mergers & Acquisitions: An Integrated Theory

Session Description

This session delves into identification, documentation and valuation of Personal Goodwill (PGW) in M&A for tax purposes. Learn more about goodwill for tax and financial reporting purposes; seller and buyer benefits of personal goodwill election; key tax court case law; criteria for when personal goodwill elections are acceptable; and how to apply best practices in valuation of personal goodwill.


Brent Sloan, ASA, CEIVTM, IA | Managing Director | Stout

Continuing Education

Review of this session recording will award 1 CE hour. 

CPE credit is not awarded for this pre-recorded offering. 


Session Recording
Open to view video.
Open to view video.
Course Certificate
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available Open certificate for the option to print.