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Program Description
The connection between transfer pricing and valuation gets closer and closer as time passes. This webinar will focus on valuation issues that arise in the context of transfer pricing related to intangible property and will use specific examples to highlight key issues and analysis. The webinar will also include an overview of transfer pricing and valuation methods as well as key concerns regarding reliability, comparability, and quality of data and assumptions.
Learning Objectives
After completing this webinar, attendees will be able to:
- List the differences in valuation concepts as they are applied in the transfer pricing context as opposed to more traditional valuation contexts
- Identify the primary types of intangibles assets that are typically subject to transfer pricing disputes
- Identify and apply the generally accepted methods as prescribed in the transfer pricing regulations to the valuation of intangibles for transfer pricing purposes
- Evaluate the valuation approaches used by other valuation experts in the context of transfer pricing of intangibles
Who Should Attend
The target audience is CFOs/tax directors, CPAs, attorneys, and practitioners that deal in tax valuation or specialize in complex IP valuation.
Presenter(s)
Lee Upton, III, CVA
Mr. Lee O. Upton, III, MBA, CVA, is the president of Premier Quantitative Consulting, Inc., and specializes in providing asset and equity valuations for closely held businesses. Mr. Upton also performs economic and statistical analyses pertaining to market conditions, regulatory issues, pricing issues, and trading behavior; compliance with tax regulations and royalty and profit sharing agreements; and the identification of market trends, such as forecasting future prices, profits, and market shares. Mr. Upton obtained his BS from Wake Forest University, his MS from Emory University, and his MBA from the Crummer Graduate School of Business at Rollins College.
CPE Credit |
Lee Upton, III, CVA
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