CLE Seminar Series

The Intersection of Business Valuation and Ethics

• Thursday, June 13, 2013
• Heinz 57 Center, 7th Floor Conference Center
• 339 Sixth Avenue, Pittsburgh PA, 15222
• 8:00 a.m. - 8:30 a.m. - Registration and Continental Breakfast
• 8:30 a.m. - 9:30 a.m. - "The Intersection of Business Valuation and Ethics"
• 1 Ethics CLE credit is available
• REGISTER

Presentation

This session will focus on the appraiser’s ethical conduct in assignments related to mergers and acquisitions, expert testimony, and valuations for tax purposes.  We will touch on a variety of ethical issues for both the valuator and counsel retaining those experts.  Topics will include:

• Use of calculations of Value vs. Valuation Opinions
• Normalization Adjustments
• The Role of Advocacy for the Appraiser
• Restrictions Imposed by Sarbanes Oxley
• Preparer Penalties
• Professional Standards

Presenters

Joshua Lefcowitz, CPA/ABV/CFF, CVA, CFE, ASA
Shareholder, Business Valuation & Litigation Support Services Group
Alpern Rosenthal

Mr. Lefcowitz has more than 12 years of experience in public accounting with specific focus on business valuations; forensic accounting; purchase price allocations; valuation of intangible assets and intellectual property, including the valuation of oil and natural gas rights in the Marcellus Shale formation; and goodwill impairment testing. Mr. Lefcowitz has significant experience with clients in the following industries: oil and gas, manufacturing, retail, professional services, technology, biotechnology, wholesale distribution and advertising.

Brandon Otis, CPA/ABV/CFF, CVA, CFE
Shareholder, Business Valuation & Litigation Support Services Group
Alpern Rosenthal

Mr. Otis has spent his entire career focused on specialized and distinct business consulting matters. He has testified in federal and state court matters and is a frequent speaker on valuation, forensic accounting and financial management related topics. His clients have ranged across a wide variety of industries, including: oil and gas, insurance, manufacturing and distribution, professional services, medical practices and construction contractors. They have ranged from Fortune 500 firms and some of the nation’s largest professional practice firms, to individuals and sole proprietorships.


» REGISTER