Webinar - Hot Valuation Issues in Estate Planning

Date: Wednesday, April 19, 2017
Time: 11:45am - 1:30pm
Location: Bogutz & Gordon, PC, 3503 N. Campbell Ave #101
Speaker: David P. Adams, CPA, ABV, ASA

Continuing Education Webinar
brought to you by SAEPC

Space is limited to 10 people

*Please notice time and location changes*


11:45 – 12:00


Please feel free to bring your lunch to eat during this time and/or during the webinar.

12:00 - 1:00

1:00 - 1:30

Post webinar discussion amongst attendees is encouraged.  Anyone who is attending is welcome to volunteer to facilitate the discussion.


1 hour of continuing education credit



 If you purchased the Webinar Series Subscription with your membership renewal, all you need to do is RSVP via email if you will be attending. You will be sent a return email confirmation.

If you did not purchase the Webinar Series Subscription, please log-in to register and to pay the $20 fee to attend this webinar or to purchase the Subscription. You will be sent a return email confirmation.


About the program: This advanced program includes an update on the Cecil tax court case including tax affecting S corporation earnings and respect of entity. The importance of quantifying personal goodwill and determining if the "business" is salable (hint many small businesses are not salable) will also be discussed. We will wrap up with a dozen appraisal review points that will result in a winning appraisal.


About the speaker: DAVID P. ADAMS III, CPA, ABV, ASA is President of Adams Capital, a leading National provider of strategic business valuation and financial advisory services. Prior to forming Adams Capital, Mr. Adams practiced business valuation with Coopers & Lybrand and KPMG Peat Marwick. Mr. Adams received a BS degree in Mechanical Engineering from Georgia Tech and an MBA with a concentration in finance from Georgia State. He is an Accredited Senior Appraiser with the American Society of Appraisers, and the past president of the society's Atlanta Chapter. Mr. Adams is a Certified Public Accountant, Accredited in Business Valuation and a member of the American Institute of Certified Public Accountants. Mr. Adams is also a member and past management committee member of the Georgia Society of Certified Public Accountants where he previously served on the board, estate gift and trust committee and personal finance committee. He is past president of the Buckhead chapter of the Georgia Society of Certified Public Accountants. Immediate past president of the Atlanta Estate Planning Council. Mr. Adams is recognized as a qualified expert witness and has provided expert testimony in Tax Court, Alabama, California, Florida, Georgia, New York, Pennsylvania and Tennessee.

Next Webinar :
Wednesday, May 10th

Effective Estate Planning for Diminished Capacity; Can You Really Avoid a Guardianship?

Diana S.C. Zeydel, JD, LL.M., AEP® (Distinguished)


OFFICERS : President Roxanne L. Fickett, CTFA, AEP®,  AAMS®; Vice President/Programs - Scott W. Styrmoe, CPA, CFP®; Secretary Robert B. Fleming, AEP®; Treasurer/Webinars - Benjamin J. Burnside, CELA; Immediate Past President - Anne C. Hoff, CPA, AEP®

DIRECTORS: Director/Estate Planners Day - Nicole Harrigan, CPA; Assistant Secretary/ Membership Development - Brent W. Nelson; Assistant Treasurer/Continuing Education – John

Stephens, CFP®



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Phone: 520-881-1778

FAX: 520-322-6778

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