Specialty Areas of Practice
Lost Profits—Methodology, Court Standards, and Discounting to Present Value
Tuesday, December 1010:00 a.m.–12:30 p.m.
This session will include a review of the three commonly used methodologies for estimating lost profits. This session will also include a review of the three standards set by the courts for acceptance of a lost profits’ calculation and controversies relating to discounting future lost profits to present value. The session will include discussion of actual cases and the application of theory in real world situations.
After completing this session, attendees will be able to:
• Analyze lost profit claims and assess potential other causations which may have caused the decline in profits
• Estimate lost profits using the three commonly used methodologies
• Demonstrate an understanding of the standards set by the courts for to opining lost profits
Total CPE: 3 hours
Field(s) of Study: Economics—2 hours; Finance—1 hour
After completing this session, attendees will be able to:
• Analyze lost profit claims and assess potential other causations which may have caused the decline in profits
• Estimate lost profits using the three commonly used methodologies
• Demonstrate an understanding of the standards set by the courts for to opining lost profits
Total CPE: 3 hours
Field(s) of Study: Economics—2 hours; Finance—1 hour
Who Should Attend:
CPA’s, Attorneys, Financial Advisers, Economists, Anyone involved in or interested in becoming involved in litigation supportProgram Level and Prerequisites:
Basic: Learning activity level most beneficial to individuals new to a skill or an attribute.Advanced Preparation:
NoneAllyn Needham
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Information forthcoming
Who Should Attend:
CPAs, valuators, practitioners, etc.—anyone interested in developing and advancing their skills for this topic.Program Level and Prerequisites:
Overview: Learning activity level that provides a general review of a subject area from a broad perspective.Advanced Preparation:
NoneGeorge Sandmann
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John Leonetti
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The accounting industry is faced with unprecedented disruption, that is beginning to upend everything we have always known. Understand how to prepare for these changes and evolve to embrace the three traits that will drive the success of the firm of tomorrow.
After completing this course, attendees will be able to:
• Understand how the firm of tomorrow needs to be built and the changes they need to make
• How to define and communicate the vision, technology, and people inside your firm
Total CPE: 2 hrs
Field(s) of Study: 2 hrs—Personal Development
After completing this course, attendees will be able to:
• Understand how the firm of tomorrow needs to be built and the changes they need to make
• How to define and communicate the vision, technology, and people inside your firm
Total CPE: 2 hrs
Field(s) of Study: 2 hrs—Personal Development
Who Should Attend:
CPAs, business professionals, financial and litigation specialists, etc., anyone interested in learning more about the topic.Program Level and Prerequisites:
Overview: Learning activity level that provides a general review of a subject area from a broad perspective.Advanced Preparation:
NoneGarrett Wagner
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The Due Diligence Imperative in the Era of Value-Based Reimbursement
Wednesday, December 1110:00 a.m.–12:30 p.m.
With the emergence of value-based reimbursement, such as accountable care organizations (ACOs), clinically integrated networks (CINs), and bundled payment models, which rely on achieving the “Triple Aim” of healthcare at lower cost, U.S. hospitals and other service providers are increasingly looking to change how services are being delivered by seeking more collaborative relationships with physicians. The rise of these emerging healthcare organizations (EHOs) to address value-based reimbursement initiatives has led to a growing number and complexity of transactions in the healthcare delivery marketplace, accompanied by increased federal and state regulatory scrutiny regarding the legal permissibility of these arrangements. Therefore, now more than ever, conducting a level of due diligence appropriate to the scope and complexity of a given assignment is critical to the transactional risks (financial, operational, and regulatory) that may impact the development and defensibility of the valuation opinion. This session will discuss the due diligence process of a healthcare transaction within the Four Pillars of Healthcare Valuation, i.e., regulatory, reimbursement, competition, and technology.
After completing this session, attendees will be able to:
• Describe the regulatory and compliance issues arising from healthcare transactions that are necessitating the increased importance of the due diligence process
• Define the two distinct classes of information required for the due diligence and explain its applicability to the healthcare valuation process
• Identify sources of information that will allow for the appropriate level of analysis required of a transaction in the changing healthcare industry and of the development of a credible valuation opinion
Total CPE: 3 hours
Field(s) of Study: Economics—2 hours; Regulatory Ethics—1 hour
After completing this session, attendees will be able to:
• Describe the regulatory and compliance issues arising from healthcare transactions that are necessitating the increased importance of the due diligence process
• Define the two distinct classes of information required for the due diligence and explain its applicability to the healthcare valuation process
• Identify sources of information that will allow for the appropriate level of analysis required of a transaction in the changing healthcare industry and of the development of a credible valuation opinion
Total CPE: 3 hours
Field(s) of Study: Economics—2 hours; Regulatory Ethics—1 hour
Who Should Attend:
CPAs, business professionals, financial and litigation specialists, healthcare specialists, etc., anyone interested in learning more about the topic.Program Level and Prerequisites:
Basic: Learning activity level most beneficial to individuals new to a skill or an attribute.Advanced Preparation:
NoneJessica Bailey-Wheaton
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Todd Zigrang
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Divorce Taxation Including the Impact of the 2017 TCJA
Wednesday, December 111:30 p.m.–3:10 p.m.
An overview of divorce taxation covering the “old” law, repealed by the December “Tax Cuts and Jobs Act (TCJA)” (P.L. 115-97), and the new tax provisions. The “old Law” under IRC Sections 71 and 215 remain in force for pre-2019 Agreements, thus understanding the parallel tax systems in place is critical. This session will also review Sec. 1041, Property Transfers Pursuant to Divorces, QDROs, and a brief discussion of the impact of TCJA on business valuation.
After completing this session, attendees will be able to:
• Compose an outline of IRC Sections 71 and 215
• Describe how TCJA impacts divorce business valuations
• State the impact of TCJA on Antenuptials, Post-Divorce Actions, and general case settlement negotiations
Total CPE: 2 hours
Field(s) of Study: Taxes—2 hours
After completing this session, attendees will be able to:
• Compose an outline of IRC Sections 71 and 215
• Describe how TCJA impacts divorce business valuations
• State the impact of TCJA on Antenuptials, Post-Divorce Actions, and general case settlement negotiations
Total CPE: 2 hours
Field(s) of Study: Taxes—2 hours
Who Should Attend:
CPAs, business professionals, financial and litigation specialists, etc., anyone interested in learning more about the topic.Program Level and Prerequisites:
Basic: Learning activity level most beneficial to individuals new to a skill or an attribute.Advanced Preparation:
NoneJeff Urbach
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Fill Your Marketing Pipeline with Clients using Online Marketing
Wednesday, December 113:30 p.m.–5:10 p.m.
In this session you will learn how to take your little-known name and infuse it with the kind of credibility and status that drives business decisions within your target market. You’ll learn how to select a niche territory that will give you the fastest path to becoming the authority. Then we’ll dive deep into getting social proof that establishes you as the expert with actual steps you can go back to your office and apply immediately.
After completing this session, attendees will be able to:
• How to create an online self-liquidating offer to build your list of prospects for Free
• How to develop your brand
• How to become a published author and build your authority in your niche
• How to automate your marketing with chatbots and email
• Utilizing Youtube to get to the top of Google
Total CPE: 2 hours
Field(s) of Study: Communications and Marketing—2 hours
After completing this session, attendees will be able to:
• How to create an online self-liquidating offer to build your list of prospects for Free
• How to develop your brand
• How to become a published author and build your authority in your niche
• How to automate your marketing with chatbots and email
• Utilizing Youtube to get to the top of Google
Total CPE: 2 hours
Field(s) of Study: Communications and Marketing—2 hours
