Upcoming Events

Beyond the Numbers: Valuation Essentials for Estate Planning Attorneys

May 7, 2024

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.

Valuations and Estate/Trust Planning: A Global Perspective

April 1, 2024

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.

Valuation and Litigation: Achieving “Quiet Acceptance” (EDU240306)

March 6, 2024

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.

UJA 54th Annual Sidney Kess Conference

October 18-19, 2023

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.

NYSBA Trusts & Estates Law Section Fall Meeting

September 28-30, 2023

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.

Connecticut Bar Association Seminar

September 28, 2023

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.

Nassau County Bar Association Dean’s Hour

September 26, 2023

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.

49TH ANNUAL NOTRE DAME TAX & ESTATE PLANNING INSTITUTE

September 20-22, 2023

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.


SOUTHERN ARIZONA ESTATE PLANNING COUNCIL

September 20, 2023

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.

NCCPAP Evaluations for Exit Planning and Estate Planning Webinar

August 10, 2023

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.

NYSBA Trusts and Estates Law Section Spring 2023 Meeting

April 27 – 30, 2023

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.

NYCLA

March 3, 2023

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

November 15-18, 2022

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.

NOTRE DAME TAX & ESTATE PLANNING INSTITUTE

November 9-11, 2022

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.

LEARN FORMULA: BUSINESS VALUATION ESSENTIALS FOR CPA’S

On Demand.

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

MICPA

September 14, 2022

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.