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Upcoming Events



May 22
Webinar
Business Valuation Resources
Robert Reilly, managing director of the firm, will deliver a presentation on the topic of "Issues in Valuing Tax-Exempt Medical Organizations"

May 31
Webinar
American Institute of Certified Public Accountants
Robert Reilly, managing director, will co-deliver a presentation on the subject of “The Pathway to the ABV and CFF Designations.” Robert’s co-presenter is Jeff Litvak (of FTI Consulting)

June 24-27
Indian Hills, CA
36th Annual Conference
Institute for Professionals in Taxation
On June 26th managing director of the firm, will deliver a presentation on "Practical Procedures for Measuring Functional & Economic Obsolescence"

July 10
New York
Skills Training for Estate Planners
American Bar Association
Curtis Kimball, director of our Atlanta office, will co-deliver a presentation (with Hugh Drake of Brown, Hay & Stephens) on the topic of “Valuation Theory and Practice, Family Business Planning”

July 11
Webinar
AICPA Employee Benefits Plan Conference
AICPA
ESOPs & Valuations (co-presented with Michael Auerbach & Marilee Lau)(this is a re-presentation for those who could not make it to the conference in April)

August 1
Wichita
42nd Annual Wichita Conference on Appraisal for Ad Valorem Taxation for Communications, Energy, and Transportation Properties
Wichita State University
Robert Reilly, managing director of the firm, will deliver a presentation (with Richard Smith) on the topic of “Fair Value vs. Fair Market Value.”

August 24
Washington DC
ESOP Appraisals
CTI (co-sponsored with NACVA/IBA)
Robert Reilly, managing director of the firm, will deliver a presentation on ESOP Appraisals (CTI training course)

Oct 25
To be announced
Southeastern Forensic & Valuation Services Conference
Tennessee Society of CPAs
Robert Reilly, managing director of the firm, will deliver two presentations: one on the topic of "Intellectual Property", and the other on "Best Practices/Practice Management Panel"

Oct 26
Atlanta
ESOP Appraisals
CTI (co-sponsored with NACVA/IBA)
Robert Reilly, managing director of the firm, will deliver a presentation on ESOP Appraisals (CTI training course)

Nov 12
Orlando
Business Valuation & Forensic Litigation Conference
AICPA
Robert Reilly, managing director of the firm, will deliver a presentation on the topic of "Analysis of Reasonable Compensation for Unique Companies or Unique Employees"

Nov 13
Orlando
Business Valuation & Forensic Litigation Conference
AICPA
Robert Reilly, managing director of the firm, in a joint session with Brad Preber of Grant Thornton, will deliver a presentation on the topic of "Ethics Problems, Biases, Standards Violations, and Over-Reaching in Litigation Services"

Dec 14
Las Vegas
ESOP Appraisals
CTI (co-sponsored with NACVA/IBA)
Robert Reilly, managing director of the firm, will deliver a presentation on ESOP Appraisals (CTI training course)

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