BV541 Legal Entity Valuation Best Practices
Includes a Live Web Event on 06/06/2024 at 1:00 PM (EDT)
Thursday, June 6, 2024
1:00pm-2:30pm Eastern Standard Time
- Access to virtual webinar via zoom will be accessible via education dashboard (login required)
- Electronic webinar handout(s)*
*Any webinar handouts will be made available to registrants the morning of the live event and made accessible via your education dashboard (login required). Once handouts have been posted for download, the class is no longer refundable.
Continuing Education (CE) Credit
This webinar will award 1.8 CE/CPE hour(s) for the live event.
If you are a designated member of ASA, CE credit will automatically be entered into your record after you participate in the live webinar and complete any required post-webinar components within the Course Wrap-up section.
NASBA and Continuing Professional Education (CPE) Credit
Policies: ASA's Refund and Cancellation Policy and ASA's Complaint Resolution Policy. ASA 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 the 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
CPE Credit: Up to (1.8) CPE credits
Program Level: Fundamental
NASBA Knowledge Type: Specialized Knowledge
Delivery Method: Virtual
Advanced Preparation: None
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. We will conclude with an opportunity ask questions.
Methods include lecture, visual PPT presentation and polling questions.
Tax Directors, Tax Planning Professionals, CFOs, Controllers, Valuation Professionals
2) Background on Legal Entities
3) When is a Valuation Required
4) Key Issues and Considerations
5) Process and Best Practices
Upon completion of this course, students 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.
All course materials included with you registration are PDF Download Only items made available to students prior to the start of the class and are not for resale or distribution. All downloadable materials are accessible via your education dashboard (login required). Once eMaterials have been posted for download, the class is no longer refundable.
eMaterials are provided electronically in PDF format and posted to the class the morning of the live event and listed within the education dashboard for all registrants to securely access prior to the start of the webinar. When opting to print downloadable materials, it is recommended that settings be adjusted to print in black and white (or grayscale) and consider printing double-sided on recycled paper.
Certificate of Completion
A certificate of completion will be available to view and/or download immediately via your education dashboard once all required components are completed.
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 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.