Event Detail

DLOM – Newest Levels of Value and Restricted Stock Studies and Their Limitations

Description:

The Business Valuation Committee is hosting a Lunch & Learn

DLOM – Newest Levels of Value and Restricted Stock Studies and Their Limitations

Tuesday, October 29,  12 PM - 2 PM

Topics to include:

-          Identify the newest levels of value

-          Briefly review the evolution of the IRS Section 144 holding periods

-          Overview of discounts on Restricted Stocks and the related hypotheses and factors affecting the discounts

-          Identify and describe methods of attaining a DLOM using Restricted Stock Studies

-          Review of Large Block Data

-          Criticisms of Restricted Stock Studies and how to overcome

Date: Tuesday, October 29th  12PM - 2PM <?xml:namespace prefix="o" />

Location: RISCPA, 40 Sharpe Drive, Unit 5, Cranston, RI 02920

General Fee: $70

RISCPA Members: $55

CPE: 2 / Specialized Knowledge

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