Shreveport Chapter: What Every CPA Should Know about How Small Businesses Build Value (ZZ19SH052118)
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5/21/2018
When: Monday, May 21, 2018
From 11:30 AM until 1:00 PM
Where: Petroleum Club of Shreveport
416 Travis Street, 15th Floor
Shreveport, Louisiana 
United States
Presenter: Ben Woods, CPA
Contact: Angela Gray
800.851.5111


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Overview

Approximately 10,000 Baby Boomers will reach retirement age every day between now and 2030. Many of them are small business owners and will need our help transitioning to retirement. This provides a unique opportunity for CPAs. In this presentation, we will discuss what your clients need to know to prepare for this once in a lifetime event. How business owners and CPAs can work together to maximize value, provide for retirement, and ensure their legacy.


CPE: 1 hr
Category: Specialized Knowledge
Fee: Members/Non CPA Staff: $25
Non-Member: $30
RSVP: May 18, 2018

Agenda

11:30 am - 12:00 pm Buffet lunch
12:00 - 1:00 pm Election of Officers/CPE

Speaker Bios

Ben Woods, CPA

Heard, McElroy & Vestal, Shreveport, LA

Ben joined Heard, McElroy & Vestal in 1988 and was elected partner in 2006. His practice focuses on business valuation and litigation services, with experience in insurance defense, estate and gift taxation, mergers and acquisitions, and closely held businesses. Recognizing the growing need for valuation analysis in the area, Ben developed the niche of business valuation into a separate service area for the firm under the name Business Valuation Consultants, LLC.

From Louisiana State University in Shreveport, Ben received a Bachelor of Science in Marketing and a concentration in Accounting. Ben holds the designation of Accredited in Business Valuation (ABV), making him part of an elite group of Certified Public Accountants in Louisiana and the country. Additionally, he carries the Certified Valuation Analyst (CVA).

Ben is a frequent speaker regarding business valuations and has had the privilege of lecturing at LCPA continuing professional education courses (2003) and the LSU Law Center (2006).

Slate of Officers 2018-2019

President: David Watters
President-Elect: Clint Davis
Secretary: Melanie Davis
Treasurer: Clair Adkins
Member at Large: Lindi Hall
Immediate Past President: Angela Gray