Update on Valuation Issues for the Estate Planner

Date: Wednesday, March 7, 2012
Time: 6:00 PM - 8:30 PM
Location: Victoria Club, 2521 Arroyo Drive, Riverside
Speaker: Royce Stutzman CPA/ABV, CVA and Ted Collins, CPA/ABV, MBA, Vicenti, Lloyd & Stutzman LLP

Tonight we are priviledged to have co-presenters, Royce Stutzman and Ted Collins, Vicenti, Lloyd & Stutzman, Glendora, CA.

Royce Stutzman has  extensive experience in valuations. His valuations have been used for such things as fairness opinion under California Corporation Codes, gift and estate planning and transfers, asset allocations, sales and purchases of business, business and marital dissolutions and litigation cases.  In addition to his professional work, Royce has taught about the various aspects of the valuation process.  He has received numerous awards for his professional and community service.

Ted Collins professional experience is in public accounting in areas such as auditing, fraud investigation, tax work, consulting, financial analysis and business valuations.   He has performed valuations for gift and estate tax planning, transfers, sale of interests, arbitration and negotiated settlements.

We look forward to welcoming our co-presenters.

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