Please join us for our next BGSD monthly meeting on Tuesday, February 26 at 6 p.m. Our meeting location is Apollonia Bistro in UTC. Our featured speaker is Greg Tesone, ASA, President of Center Point Business Valuations LLC.
As a recognized industry expert, Greg will provide an overview on such topics as:
· When is a business valuation needed?
· What is the process?
· What to look for in a business valuation professional
· What will the end result be? What types of reports are there?
· Considerations for the tax planning professional:
o IRS Section 409A and Stock Options
o General gift stock options
o Estate and gift tax valuations
o ESOPs
o IRS standards for reporting
· Business ownership transactions, transfers and sales
Our featured speaker, GregTesone, ASA, formed Center Point Business Valuations, LLC in 2007 to focus exclusively on valuation issues that companies face. The demands of the IRS, SEC and FASB regulatory environment require a firm dedicated exclusively to the field of valuation. With two decades of valuation experience, Greg helps clients solve valuation issues for taxation, transaction, and transfer purposes in a wide range of industries.
At Center Point, Greg is responsible for leading, developing, and directing the growth of the company’s business appraisal services and managing a team of analysts. In addition to comprehensive appraisal reports, Greg also provides valuation consulting services, litigation support, and expert witness testimony.
Registration through 02/21/2019 is $28.00 for Members and Associate Members and $36.00 for Non Members. The event includes a three-course meal and educational presentation. For late registration on or after 02/22/2019, the event fee is $45.00. The fee must be prepaid at the time of registration. Unfortunately, refunds are not available to those who register but are unable to attend. Due to limited space and the restaurant’s requirements, walk-ins without registration cannot be accommodated.
Space is limited; please don’t delay. Register today.
If registration is closed, please contact Kim Harris at kharris@bgsd.club to be added to the waiting list.
