What you need to know & what you want to know!

Laura will share how to value a dealership based on a lifetime of experience owning, consulting, selling and appraising dealerships. Laura solicited questions from CalCPA members that provided insight into the accounting complexities that you face. She will provide keys and principles to unravel the mysteries of dealerships’ inner workings. Laura loves dealerships as mini-societies that serve their larger communities and hopes you will catch that enthusiasm for these complex but exciting entities!  

Cost segregation and R&D tax credits are more than tax-saving tools; they're value drivers. 

This session gives CPAs and valuation professionals a practical framework for identifying, quantifying, and communicating the impact of these strategies on cash flow, equity value, and deal outcomes. 

Attendees will learn how unused R&D credits can carry forward up to 20 years and become a monetizable asset in an acquisition, how accelerated depreciation from cost segregation studies improves near-term cash position, and how to incorporate both into valuation models and client conversations.

This session will discuss current topics related to sports teams including factors impacting value, team economics, and the changing landscape in the sports industry. It will also cover the pros and cons of different methodologies used in the valuation of professional sports teams.