FEPCMD Breakfast Event - "Valuations -What you need to know and things to consider"
Please stay tuned for online event registration.
AGENDA:
8:00 am to 8:30 am Breakfast Buffet - buffet will also be open during the presentation
8:30 am to 9:30 am Presentation
PRESENTATION HIGHLIGHTS:
--Why you need a valuation
--Valuation methodologies, a high level overview
--Importance of adequate disclosure, and risk of not doing a valuation
PRESENTER:
Audra Moncur leads Wipfli's valuation services group in Illinois and works with clients and attorneys to provide business appraisal services for the purposes of litigation support, buying or selling businesses, divorce and estate planning or gifting. Audra has extensive experience in preparing tax returns for individuals, trusts and businesses. She also assists individuals with estate tax planning and filing or appropriate turst and estate tax returns.
