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DTSTART:20171017T184500Z
DTEND:20171017T203000Z
LOCATION:City Club
UID:1518020171017T184500ZValuations in The Current Estate Planning Environment
DTSTAMP:20260425T092149Z
DESCRIPTION:\nValuations in The Current Estate Planning Environment\n \nHow are valuations performed?  A presentation on the basics of business and real estate valuation for use in trusts and estate planning situations. \n \nDiscussion focuses on accepted methodology and approaches, “IRS no-no’s”, and key factors to consider to maximize discounts.\n \nBiography:\n \nBrian Reichert is a Director in the Valuation Services group at Andersen Tax, LLC (“Andersen”).  Brian has provided consulting and valuation services to public companies, equity sponsored companies, closely held private companies, start-ups, and high net worth individuals for 14 years.  Brian has experience in multiple industries including technology, software, retail, food and beverage, apparel, life sciences (medical devices and biotechnology), utility, manufacturing, aerospace and defense, wholesale industries and others.  He has experience valuing and analyzing common and preferred equity, stock options and warrants, minority and controlling interests, intellectual property, debt instruments, and privately held interests.  These engagements span a variety of purposes, including financial reporting, estate and gift tax planning and reporting, mergers and acquisitions, restructuring, bankruptcy, litigation support, and strategic planning.\n \nPrior to joining Andersen Tax, Brian was a Manager with Deloitte Financial Advisory Services, LLP specializing in business valuation services in Los Angeles and Costa Mesa. Prior to that, Brian was Manager at Strategic Equity Group, a regional investment banking and valuation advisory firm specializing in financial reporting related analyses, fairness opinions, ESOP transactions, mergers and acquisitions, and other tax reporting and planning valuations.\n
SUMMARY:Valuations in The Current Estate Planning Environment - Los Angeles Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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