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Business Valuation Basics and IRS Proposed Changes to IRC 2704

  • October 25, 2016
  • 7:30 AM - 10:00 AM
  • BNY Mellon Wealth Management
Please join BNY Mellon Wealth Management and Advent Valuation
Advisors, LLC for this timely and informative CLE breakfast meeting.  Co-sponsors for this meeting are the Westchester Women's Bar Association and the Women's Bar Association of Orange & Sullivan Counties, Inc., Chapters of the Women's Bar Association of the State of New York, and the Mid-Hudson Chapter of the NYS Society of CPA's.

Our speakers will highlight important aspects of how discounts are determined within business valuation and cover the proposed Section 2704 regulations that seek to disallow lack of marketability discounts and minority discounts for family owned entities.

DATE: October 25, 2016
PLACE: BNY Mellon Wealth Management
701 Westchester Avenue
White Plains, NY 10604
TIME:  7:30-8:00 AM - Breakfast
8:00-10:00 AM  - Presentations
SPEAKERS:  William Olsen, CPA/ABV, CVA, MAFF
click for bio:
Director, Advent Valuation Advisors., LLC


Jere Doyle click for bio:
Senior Wealth Strategist
BNY Mellon Wealth Management    
              
HOSTED BY: Jamie O'Connell
Wealth Director
BNY Mellon Wealth Management
CLE CREDITS:  Attorneys: 2 CLE credits in Professional Practice*
CPAs: 2 CPE credits* 

Fee:   No Charge
RSVP: Please respond by contacting Lorraine Bambino at lorraine.bambino@bnymellon.com or 914-289-3054

*Credits are pending.  This program is transitional and appropriate for experienced and newly admitted attorneys.  The Women's Bar Association of the State of New York has been certified by the New York State Continuing Education Board as an accredited provider of continuing legal education in the State of New York.  Full and partial scholarships based on need are available.  For guidelines and information, please contact Maureen Crush at 845-897-3400.  All requests are confidential.

The opinions expressed by any program presenter are the presenter’s own, 
and do not reflect the official position of the WWBA or WBASNY.


The Westchester Women’s Bar Association is a chapter of the Women’s Bar 
Association of the State of New York.

PO Box 926, Hartsdale, NY 10530
Phone: (914) 505-6045
executivedirector@wwbany.org

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