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DTSTART:20251020T153000Z
DTEND:20251020T170000Z
LOCATION:Ruth Eckerd Hall-Dimmitt Lounge
UID:2852320251020T153000ZNavigating Business Valuations – What Estate Planners Must Know
DTSTAMP:20260420T182350Z
DESCRIPTION:\nSee you Monday!\n \nRuth Eckerd Hall-Dimmitt Lounge\n \nPresentation Title: Navigating Business Valuations – What Estate Planners Must Know\n \nThis session will cover common estate planning valuation issues that have received IRS scrutiny recently as well as ideas to avoid these issues.  We will cover issues rising from not following buy-sell agreements, tax-affecting cash flows from pass-through entities, and estate planning transactions amidst business transaction processes.  \n \nSpeaker: Thomas C. Insalaco, CFA, ASA, Mercer Capital\n \nTom Insalaco has been valuing businesses since 2008 and has experience valuing businesses in many different industries and for many different purposes. He has developed expertise in valuation consulting for estate planning and exit planning purposes with a focus on construction, consumer discretionary, and transportation companies, as well as alternative asset managers. His valuation analyses have been used by stakeholders in private companies, attorneys, accountants, and other fiduciaries. Included in his experience is several years valuing publicly traded companies to provide investment recommendations to institutional investors as part of the equity research division of a global bank. Tom is a member of Mercer Capital’s Gift, Estate, and Income Tax Planning and Compliance practice group. As part of the group, Tom contributes regularly to the firm’s Value Matters® newsletter.\n \nThank you to our speaker and sponsor!\n \n\n \n [www.mercercapital.com](https://urldefense.proofpoint.com/v2/url?u=http-3A__www.mercercapital.com_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=4nuvbV6Ry_8swUXs38TjKi1CC834WvjdC7xIjGuO2ec&m=m7s8RR5opbiew7GuOZRR_l5e6H0haQfrX1fDBjSbqryOC1kjg_GpXJLL3eAMOO1M&s=ldfeSx5PCWRJOYmNEdLtEVdg1qz7LZ_ZIT_UQ3hs4w4&e=)\n \n \n \n \n \n \n \n \n \n \n
SUMMARY:Navigating Business Valuations – What Estate Planners Must Know - Pinellas County Estate Planning Council, Inc. 
PRIORITY:3
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