BV541 Introduction to Legal Entity and Other Tax-Related Valuations

Webinar Description

During this webinar, our speakers will provide an overview of best practices when it comes to the preparation of legal entity valuations, with a focus on valuations prepared for multinational corporations.  The webinar will begin with an introduction and overview of legal entity valuations and when and why they are prepared.  From there, our speakers will cover a number of key considerations, including valuation methodologies, discount rates, tax rates, local country requirements, among others.  The session will then turn to suggestions as it relates to the valuation engagement process and best practices.

Learning Outcomes

Upon webinar completion, the participant will be able to:

• Describe the various types of legal entity and other tax-related valuations;
• Explain the common reasons for undertaking legal entity and other tax-related valuations; 
• Summarize the key considerations that arise in the preparation of legal entity and other tax-related valuations; and 
• Implement best practices for preparing and documenting legal entity and other tax-related valuations.

Course Audience

Tax Directors, Tax Planning Professionals, CFOs, Controllers, Valuation Professionals

Instructor Information

Judd Schneider | Kroll

Judd Schneider is a Managing Director and the Boston Office City Leader, and part of the Valuation Advisory Services business unit of Kroll.  He also serves as the Industrial Products Industry Leader and Co-Head of U.S. Tax Valuation Services.  Judd focuses on industrial, consumer products, gaming and technology companies and has over 23 years of experience in the valuation of business enterprises, legal entities, debt and equity securities, intangible assets, intellectual property and derivative instruments for purposes of financial and tax reporting, merger and acquisition planning, tax reorganizations and restructurings and intercompany transfer pricing.

Michael Rigby | Kroll

Michael Rigby is a Managing Director in the Valuation Advisory Services practice of Kroll, based in Chicago. Michael is part of the industrial products industry group of the firm and co-head of U.S. Tax Valuation Services. Michael's clients include large multinational corporations, mid-/small-cap companies and private equity firms across a broad spectrum of industries, including advertising, aerospace and defense, automotive, chemicals, education services, industrial products, magazine and book publishing, media, oil and gas services, software and technology.

Continuing Education

Review of this session recording will award 1.8 CE hour(s). 

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