business valuation section meeting packet thursday, october 19,...
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Business Valuation SectionMeeting Packet
Thursday, October 19, 2011
Marina del Rey Marriott4100 Admiralty Way
Marina del Rey, CA 90292Phone: (310) 301-3000
Fax: (310) 448-4870
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Business Valuation SectionMeeting Materials Contents
TOPIC PAGE(S)
Meeting Agenda 3
Meeting Minutes – August 18, 2011 4 - 5
CalCPA Business Valuation SectionOfficers / Future Meeting Dates 6Members 7- 24
PresentationsFractional Interests & Non-Cash Contributions I
Presenter BioPresentation
Roundtable – Best Practices IIPresenter BioPresentation
Related Articles IV
Court Case Update V
Business Valuation Upcoming Events VIBVR Calendar of National/Int’l EventsAICPA National Business Valuation Conference
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Business Valuation SectionAgenda – October 19, 2011Marriott Marina del Rey
AM Session9:00am – 9:30am Continental Buffet
9:30am – 12:30pm ALL SECTIONS JOINT MEETING(2.0 hours CPE)
Keith SlotterFederal Bureau of Investigation
Dan Ray, DirectorHemming Morse, Inc.
12:30pm – 1:30pm Lunch
PM Session1:30pm – 3:20pm FRACTIONAL INTERESTS & NON-CASH
CONTRIBTUIONS(2.0 hours CPE)
Neil B. Mills-Mazer, AVA, JDInternal Revenue ServiceLos Angeles
3:20pm – 3:40pm Break
3:40pm – 4:30pm ROUNDTABLE – BEST PRACTICESScott Dye, CPA/ABV, CVAStoughton Davidson Accountancy CorporationFresno
4:30pm Meeting Adjourns
5:00pm – 7:00pm Networking Reception“From the Experts” panelTips for Years of Success as Forensic Accountant
8:00pm Optional trip to Hermosa Beach Comedy and Magic Club
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California Society of Certified Public AccountantsLitigation Sections
Business Valuation SectionMeeting Minutes
August 18, 2011, Los Angeles, CA
Officers present: John Misuraca, PresidentScott Dye, Past ChairJoseph G. Emanuele, Vice ChairDaniel Ross, SecretaryDenise Frey, Treasurer
Members attending: Morning Session – 27Afternoon Session –24
9:00 – 9:30 a.m. Meeting called to order by John MisuracaTed Israel recaps the June 3rd Business ValuationConferenceDiscussion concerning changes in future meetingsMembers in attendance introduced themselves to the group.
. Administration:Minutes from the August 19th 2010 meeting in Oaklandwere reviewed:Moved to approve by: Lionel Engelman
Seconded by: Eathan Lee
Morning Presentations:9:30– 10:50 a.m. The IRS Appraisal Progam
Brenda Woolbert, CPA, CVAInternal Revenue Service, Laguna Niguel, CAHandouts/Power Point Presentation
10:50 a.m. – 11:20 a.m. Break
11:20 a.m. – 12:10 p.m. Appraiser Professional ResponsibilityPeter Crane, AVAInternal Revenue Service, Laguna Niguel, CA
12:10 p.m. – 1:05 p.m. Lunch
1:05 p.m. - 3:00 p.m. The Market Approach(2.0 hours CPE) Chris Hamilton, CPA, CVA, CFE, DABFA
Arxis Financial, Inc. Simi Valley, CA3:00 – 3:10 p.m. Break
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3:10p.m. – 3:55 p.m. Analyzing Company Web Sites as part(1.0 hours CPE) of theValuation Process
John Misuraca
Avalon Advisors, Inc.
Materials attached
Next meeting: October 19, 2011 Los Angeles
4:00p.m. Meeting adjourned
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CalCPA Business Valuation Section
OfficersJohn Misuraca ChairJoe Emanuele Vice ChairDaniel Ross SecretaryDenise Frey TreasurerScott Dye Past Chair
Meeting DatesThursday, October 20, 2011 Los Angeles*Thursday, February 9, 2012 Oakland**Thursday, May 17, 2012 TBA**Thursday, August 16, 2012 TBA
* Locations changed** Dates tentative – subject to change
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