Friday, July 21, 2017
Multnomah Athletic Club
7:30 to 8:00 a.m. Continental Breakfast and Networking
8:00 to 8:15 a.m. Business Meeting
8:15 to 9:15 a.m. Valuation Issues to Consider in Planned Giving
Charles Wilhoite will present on a host of valuation issues that can affect planned gift conversations. In an interactive presentation, Charles will also field questions about everything from hard-to-value assets to business valuations.
Charles is a managing director with Willamette Management Associates. In addition to his work on all types of valuation engagements for the firm, he is also the leader of our tax-exempt entity and health care services practice.
Charles has performed the following types of valuation assignments: merger and acquisition valuations, post-acquisition purchase price allocations, business and stock valuations, ad valorem property tax valuations, forensic analyses, ESOP feasibility studies and employer stock valuations, and economic damages calculations.
Charles has performed business, stock, and intangible asset valuations for clients in the following industries: accounting and consulting, alcoholic and nonalcoholic beverage, apparel, automobile dealerships, automobile parts distribution, banking and finance, construction and contracting, consumer finance, distribution, education, equipment leasing, food service, forest products, health care, insurance, leasing, manufacturing, medical and dental practice, printing, publishing, railroads, retailing, shipping, television broadcasting, textiles, transportation and trucking, and wholesaling.
NWPGT members: complimentary
AFP Members: $15
Nonmembers and Guests: $25
Option donation to cover costs: $20