September 25-27, 2026

Complete Advisors is proud to sponsor the 2026 ACTEC Mid-Atlantic Regional Conference presented by the American College of Trust and Estate Counsel network of estate planning professionals.

August 27-28, 2026

Catch up with Evan Levine, Cofounder of Complete Advisors, at this year’s Symposium in Santa Clara, CA. The event focuses on estate planning and related financial disciplines, bringing together legal, tax, and advisory professionals.

July 14, 2026

At the virtual XPX Next 2026, Complete Advisors’ Nainesh Shah, Head of the AI Committee for the National Association of Certified Valuation Analysts, presents on the use of AI in business valuations.

February 19-20, 2026

Nainesh Shah co-hosts NACVA’s interactive AI Boot Camp on practical insights, real-world application, and professional judgement regarding the use of AI in valuation work. Topics include workflows, automation, and ethics for valuation professionals.

November 12, 2025

Join Nainesh Shah and Evan Levine, Cofounders of Complete Advisors, for a practical session on tax and valuation challenges faced by globally connected clients. The Partners will share insights on valuation requirements, cross-border business and intangible asset challenges, and compliance risks. Topics include discounts, country-specific risk, currency translation, and common pitfalls in multinational valuations. This session is ideal for attorneys, wealth advisors, accountants, and professionals navigating complex global issues.

November 2-6, 2025

The 2025 Hawaii Tax Institute’s 62nd annual conference brings together tax, legal, government, and academic professionals for world class tax and wealth transfer education.  This year, Complete Advisor’s Nainesh Shah shares the stage as a speaker in the session—Before the Champagne Pops: Gifting Business Interests Pre-Liquidity to Maximize Tax and Charitable Impact—delving into key tax and estate planning advatages of pre-sale gifting of closely-held business interests to a Donor-Advised Fund, including optimizing income tax deductions, avoiding capital gains, and accessing transfer tax benefits.

October 30, 2025

The Connecticut Bar Association – Estates and Probate and Tax Sections – presents this all-day event with renowned national speakers presenting on cutting-edge aspects of tax and estate planning. Complete Advisor’s Nainesh Shah, Head of Valuations, is a featured speaker discussing valuations for Estate, Gift, and Charitable Deduction Purposes.

September 30, 2025

From navigating tax jurisdictions and ownership tiers to applying appropriate discounts and reconciling U.S. and foreign standards, valuing cross-border, multi-tiered entity structures requires technical rigor and strategic foresight. In this session, valuation expert Nainesh Shah (Complete Advisors) and attorney Sean Tevel (Holland & Knight LLP) explore the interplay between legal structuring and valuation methodologies. The discussion will highlight key risks, IRS scrutiny areas, and practical approaches to defending valuation conclusions in both planning and controversy contexts.

September 19-21, 2025

Complete Advisors is a proud sponsor of the ACTEC 2025 Mid-Atlantic Regional Meeting. This year, the conference brings together estate planning legal professionals to discuss client ethics, strategic planning, trust modification, cross-generational issues, and the role of technology and AI in shaping the future of estate planning.

September 8-9, 2025

Complete Advisor’s cofounder, Evan Levine, is attending ACG’s New England Conference for Lower Middle-Market Dealmaking. At this event, the Association for Corporate Growth brings together industry leaders to focus on the challenges of growth through M&A including strategic insights, market trends, and first time M&A case studies in the lower middle-market. Valuations are a critical precursor to mergers and acquisitions. Catch up with Evan in RI to discuss your valuation needs.

September 9, 2025

Deliberate cross-border estate and trust planning is essential today. This STEP New York lunch meeting, sponsored by Complete Advisors, is led by Reshma Shah, Partner, Duane Morris LLP (NY), and Bijal Ajininkya, Partner, Khaitan & Co. (Mumbai), and addresses the unique complexities of trust and estate planning for Indian families. Topics include U.S.-India trends, taxes, inheritances, disposition of assets, and relocations between India and the U.S.

December 12, 2024

Nainesh Shah, Director of Valuation Advisory and Co-founder of Complete Advisors, joins Nick Mears to present their session, AI-Enhanced Valuation: Navigating the New Frontier, on the use, advantages, and pitfalls of Artificial Intelligence-driven techniques in the field of valuations. The discussion includes examining the opportunities for application, ethical considerations, and the reaction of industry professionals. CPE hours are available.

October 8, 2024

This program will explore how discount rates are determined and applied in valuing multi-tiered business entities. Speakers Andrew Baron, Nainesh Shah, and Evan Levine will cover the basics of multi-tiered entities, the significance of discount rates in valuations, and common challenges that arise in valuing multi-tiered entities, including “Real-world” case studies highlighting both the opportunities and risks in valuing multi-tiered entities.

September 25-27, 2024

Complete Advisors Co-Founder, Evan Levine, will be in South Bend, IN for this year’s 50th Anniversary Notre Dame Tax & Estate Planning Institute. Stop by the Complete Advisors booth in the Exhibit Hall to discuss your valuation needs with Evan.

Valuations are a critical component of estate and gift tax planning. Stephanie Alberts, Esq., Forchelli Deegan Terrana LLP and Nainesh Shah, Partner, Complete Advisors, lead this informative course covering the basics of valuing operating businesses and other entities. Topics include valuation approaches and methods, discount and premium concepts, and IRS requirements for valuation experts as well as how to choose a qualified valuation analyst. CLE credit is available.

Reshma Shah, Partner, Duane Morris, and Nainesh Shah, Founding Partner, Complete Advisors, co-presented Valuations and Estate/Trust Planning: A Global Perspective at this STEP New York lunch meeting. The session explored the complexities of and critical need for accurate valuations across borders as well as the tax implications for domestic and international estate planning, including case law to demonstrate the critical impacts of valuations on client outcomes.

Join Ruth Fortune and Nainesh Shah as they explore the intricate relationship between valuation assessments and the often-contentious realm of legal disputes. Valuation reports are a critical element in various legal contexts including trust and estate planning, family and business divorces and tax disputes. CLE Credit is available.

Complete Advisors is proud to sponsor the 54th Annual Sidney Kess NY Estate, Tax, & Financial Planning Conference, a virtual meeting featuring expert speakers discussing tax and financial planning opportunities in today’s economy.

Complete Advisors Co-Founder, Evan Levine, will be in Lake Placid for this year’s NYSBA Trusts & Estates Law Section Fall Meeting.  Stop by the Complete Advisors booth in the Exhibit Hall to discuss your firm’s and clients’ valuation needs with Evan.

The Connecticut Bar Association invites Nainesh Shah, Co-Founder and Head of Valuation, Complete Advisors, and Michael T. Clear, Esquire, Wiggin and Dana LLP, to co-present The Art of Valuation in Estate Planning and Contested Matters (EDU230928). This session covers the art and science of business valuation, IRS rules and regulations pertaining to professional valuations, how to select and engage a professional valuator, and so much more. CLE credit is available.

Join Nainesh Shah, Complete Advisors’ Co-Founder and Head of Valuations, and Michael J. Borger, Esquire, Moritt Hock & Hamroff LLP, for their collaborative presentation: To Value or Not to Value? That is the Question: The Laws Around Professional Valuations. This hybrid session will cover the laws and IRS requirements governing valuations as well as when and how to engage a professional valuator. CLE credit is available. Stop by the Complete Advisors’ booth to discuss your valuation needs with Nainesh Shah and CA Co-founder, Evan Levine.

Complete Advisors’ Co-Founders, Evan Levine and Nainesh Shah, are proud to sponsor the University of Notre Dame Law School’s 49th Annual Notre Dame Tax & Estate Planning Institute, in-person this year in South Bend, Indiana. Stop by the Complete Advisors’ exhibit booth to discuss your valuation needs.

Nainesh Shah, Complete Advisors’ Co-Founder and Head of Valuations, will present S-Corporations Tax Affecting: How to Value an S-Corporation for Estate Planning Purposes, including a discussion of relevant case law such as Cecil v. Commissioner and others at SAEPC’s September Council Meeting.

Complete Advisors’ Co-Founders Evan Levine and Nainesh Shah will be hosting a two part webinar including the ins and outs of valuations for exit planning and the laws around professional valuations.

Stop by the Complete Advisors Exhibit Booth at the NYSBA’s Trusts and Estates Law Section Meeting to discuss your valuation needs with Evan Levine and Nainesh Shah.

Nainesh Shah and Trisch Garthoeffner co-present Business Valuation Essentials for Attorneys as part of NYCLA’s New York Bridge the Gap Skills and Ethics March meeting. CLE credits available through NYCLA for participation in their full-day session.

NAEPC’s 59th Annual Advanced Estate Planning Strategies Conference will feature a bonus session – What Every Attorney Should Know About Valuations — presented by Evan Levine and Nainesh Shah, Co-founders of Complete Advisors.

Complete Advisors is proud to sponsor the 48th Annual Notre Dame Tax & Estate Planning Institute presented virtually, this year, by the University of Notre Dame Law School.

Complete Advisors’ video course, Business Valuation Essentials for CPA’s, is available on-demand through Learn Formula.

Complete Advisors’ Evan Levine and Nainesh Shah present an online lunch session entitled, “Business Essentials for CPAs: The ABCs of Valuing Your Client’s Closely Held Business” as part of the Michigan CPA Association’s (MICPA) Member Advantage program. Webinar replay available to members.