GROWTH. TRANSFER. LEGACY.
RECENT DEVELOPMENTS IN THE BUSINESS VALUATION “WORLD”
We are looking forward to seeing you at our next event! The topic concerning business valuation considerations is very timely, given that there is a pending significant change in the valuation world – the IRS history of accepting valuation discounts, which can often minimize taxes in the transfer of certain business interests. Our speaker will also discuss examples of using trust law to efficiently transfer business interests, while achieving retirement income and charitable goals.
Edward A. Bortnick, CPA, CVA, CFD, MAFF, CFF - SKMB, P.A.
Edward A. Bortnick began his career in public accounting in 1971. He has served as a Principal since 1977, including eighteen years in his own practice prior to merging with Simon Krowitz Bolin & Associates, P.A. in 1998. Over the years, Mr. Bortnick has acquired a unique and varied background of skills in accounting, taxation, business matters and valuation services. His primary focus is on litigation services, specializing in valuations and bankruptcy and divorce support. He has appeared in Circuit, U.S. Bankruptcy and Federal courts to serve as an expert in business disputes, divorce and tax matters. Mr. Bortnick heads the firm's Litigation Support & Valuation Services practice. He is the immediate past president of the Maryland/DC Chapter of the National Association of Certified Valuators and Analysts and has served on the Association’s Credentialing Board.
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