Unusual Valuations
REGISTRATION FOR THIS EVENT IS CLOSED.
WALK-INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL.
NOON MEETING
THURSDAY, JANUARY 4, 2018
(Lunch served Noon-12:30 p.m.; Program 12:30 – 1: 30 p.m.)
DALLAS COUNTRY CLUB
4155 Mockingbird Lane, Dallas, Texas
RESERVATION DEADLINE: WEDNESDAY, DECEMBER 27 (5:00 P.M.) (PAYMENT MUST BE IN COUNCIL’S OFFICE)
UNUSUAL VALUATIONS
LANCE HALL
Sponsored by Armanino, LLP and Catholic Foundation
When we talk about valuation for estate and gift tax purposes, we normally think about the valuation of ongoing businesses and asset-holding partnerships. However, valuations for estate and gift tax purposes can also cover considerably stranger assets that typically do not come to mind or unusual methods to arrive at an acceptable valuation. Also, peculiar circumstances can also come into play in the valuation of an asset. This presentation will take an interesting and educational look at a few of the more unusual valuation oddities and conundrums. Lance Hall is a Senior Advisor to Stout Advisory. On February of 2017, Mr. Hall sold his former firm, FMV Opinions, Inc. to Stout Advisory. At the time, FMV Opinions, Inc. was the nation’s largest estate and gift tax focused valuation firm. In addition to his considerable experience in the valuation of ongoing businesses and asset holding entities for estate and gift tax purposes, Mr. Hall also has extensive experience with securities design and issues of solvency, fairness and employee stock ownership plans. In 2016, Mr. Hall’s peers at the National Association of Certified Valuators and Analysts (NACVA) honored Mr. Hall by selecting him as a “Titan of the Industry.” Mr. Hall is also a frequent speaker and guest lecturer on valuation topics for various professional organizations for continuing education purposes. He earned his Bachelor of Business Administration (Finance) from University of North Texas and Master of Business Administration (Finance) from Brigham Young University.
There is continuing ed credit pending for this presentation. The program handouts are paperless. The handout will be available to download on the website (Document Library) a few days prior to each meeting. YOU may print the handout if you prefer to have a handout at the meeting.
Note: Paid membership dues do not include meals. To register for the meeting, complete the form below, enclose a check (payable to Dallas Estate Planning Council) for the respective amount (indicated below) and mail to: Dallas Estate Planning Council, P.O. Box 38553, Dallas, TX 75238-8553. You may register online with a credit card payment on the website: scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER. If you need a receipt, print out the confirmation page.
PREPAID MEALS: Members who have already paid in advance for all meetings for the year MUST register so we will have a count for the number of meals to prepare. PREPAID MEMBERS MUST REGISTER ON THE WEBSITE BY THE DEADLINE - scroll down to the bottom of the page and register.
THERE WILL BE 10 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. CREDIT CARDS ARE NOT ACCEPTED AT THE DOOR, CASH OR CHECK ONLY. Member: $37 (includes meal and program); Guest: $60 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $25; $20 - GUEST - Emerging Professionals – FIRST MEETING (includes meal/program-MUST be 40 years of age or younger or less than 5 years in respective discipline)
Name: ________________________________________
____$37 ___$60____$25 (Member-Program Only) ____$20 (GUEST EP-First Meeting)
E-mail: ________________________________________ Phone No: _____________________________________
WE WOULD LIKE TO THANK OUR MEETING SPONSORS: ARMANINO LLP, BESSEMER TRUST COMPANY, COMMUNITIES FOUNDATION OF TEXAS, DALLAS WOMEN’S FOUNDATION, HIGHGROUND ADVISORS, JACKSON, WALKER, MERRILL LYNCH (THE MAYNARD GROUP), PARKLAND FOUNDATION, QUEST CAPITAL MANAGEMENT, TEXAS BANK & TRUST, THE CATHOLIC FOUNDATION AND TOLLESON WEALTH MANAGEMENT. IT IS THE SPONSORS WHO MAKE POSSIBLE THE SOCIAL EVENTS AND PROVIDING EXCELLENT SPEAKERS.IN ADDITION, WE WOULD LIKE TO RECOGNIZE THE PATRONS: BISIGNANO HARRISON & NEUHOFF, DAVIS STEPHENSON, HERITAGE AUCTIONS, GLAST, PHILLIPS & MURRAY, GOLDIN PEISER & PEISER, LINDQUIST EISENBERG, PLAINSCAPITAL BANK, STOUT, RUSSELL TETHER FINE ARTS AND THE CATHOLIC FOUNDATION. THE PATRON PROGRAM PROVIDES ADDITIONAL FUNDS TO SUPPORT THE COUNCIL’S ACTIVITIES.
