We are very excited to offer this opportunity to our members, IN PERSON or virtually.
This presentation will cover the recent Connelly case that impacts valuations for estate purposes and will discuss the impacts on business valuation. The presenters will also discuss changes to estate planning as it relates to planned buy-outs or redemptions with the use of insurance proceeds.
Speakers: Robert W. Carter , MS, CPA/CFF/ABV, CVA, CFE, CEPA, Managing Member, Paradigm Forensics, LLC and Mariz M. Helal, CVA, Senior Associate, Paradigm Forensics, LLC
10055 Red Run Blvd, Ste 220, Owings Mills, Baltimore County, 21117
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