Topic: An $80 (or $60) Billion Dollar Business Valuation Update for Estate Planners
Speaker: Atticus L. Frank, CFA, ABV
Regional Director, HBK
Date: Tuesday, February 11, 2025
5:15 p.m. – Registration check in and cocktails
6:00 p.m. – Dinner and program
7:25 p.m. – Closing remarks
Location: Michael's On East, 1212 East Ave. South, Sarasota, FL 34239
Synopsis: While we now know the balance of power in Washington, tax changes are still scheduled to significantly affect estate planning for taxpayers, including for FLPs, LLCs, and privately held businesses. This session will highlight key factors to keep in mind regarding business valuation for estate planning, including areas that generally draw heightened IRS scrutiny. Additionally, the session will cover recent court cases and legislative risks that impact business valuation and could affect your clients' estate plans.
About Our Speaker: Atticus is a Regional Director of the HBK’s Florida Valuation Group, which includes offices in Fort Myers, Naples, Sarasota, Stuart, and Boca Raton. Atticus’s valuation focus includes gift and estate tax, transaction advisory, and dispute and litigation support. Atticus has provided valuation services for internal and succession planning; gift and estate tax planning and compliance; buy/sell agreements; mergers and acquisitions; litigation support; and financial reporting purposes. Atticus has valued companies in many industry groups including construction, manufacturing, retail, real estate, finance and insurance, telecommunications, healthcare, and service industries. His business valuation experience also includes financial education, valuation, and other strategic financial consulting to multi-generation family businesses.
Prior to joining HBK, Atticus was a Vice President at Mercer Capital Management, Inc. where he was involved in hundreds of valuation engagements. Atticus also spent time at D-R Media and Investments, a media business based in Venice Florida where he led a division of the company and served as CFO. Atticus is a member of the Venice Area and Southwest Florida Estate Planning Councils, the CFA Society of Tampa Bay, the Venice and Sarasota Chambers of Commerce, ACG Tampa Bay, and the FICPA. Atticus serves on the State College of Florida Foundation Board of Directors, on the Charlotte Community Foundation’s Finance and Audit Committee, and on the FICPA’s Valuation, Forensic Accounting, and Litigation Services Committee. He was also appointed to the Sarasota County School Board Financial Advisory Committee.
Dinner Sponsored by Take Care Private Duty Home Health Care
