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DTSTART:20260521T153000Z
DTEND:20260521T170000Z
LOCATION:Cooper's Hawk Winery & Restaurant
UID:2800120260521T153000ZOne Big Beautiful Business Valuation Update for Estate Planners
DTSTAMP:20260510T125351Z
DESCRIPTION:\n\nLOCATION: COOPER'S HAWK WINERY & RESTAURANT \n  \n \nTax law changes continue to significantly affect estate planning for taxpayers, including for FLPs, LLCs, and privately held businesses. This session will highlight key factors to keep in mind regarding business valuation for estate planning, including areas that generally draw heightened IRS scrutiny. Additionally, the session will cover recent court cases and legislative risks that impact business valuation and could affect your clients' estate plans.\n \nAtticus Frank is a Regional Director of HBK’s Florida Valuation Group, which includes offices in Fort Myers, Naples, Sarasota, Stuart, and Boca Raton. His valuation focus includes gift and estate tax, transaction advisory, and dispute and litigation support. Atticus has provided valuation services for internal and succession planning; gift and estate tax planning and compliance; buy/sell agreements; mergers and acquisitions; litigation support; and financial reporting purposes. His business valuation experience also includes financial education, valuation, and other strategic financial consulting to multi-generation family businesses.\n \nPrior to joining HBK, Atticus was a Vice President at Mercer Capital Management, Inc. where he was involved in hundreds of business valuation engagements. Atticus also spent time at D-R Media and Investments, a media business based in Venice Florida where he led a division of the company and served as CFO. Atticus is the President of the Venice Area Estate Planning Council, and a member of the Southwest Florida Estate Planning Council, the CFA Society of Tampa Bay, ACG Tampa Bay, the Exit Planning Institute of Sarasota, and the FICPA. Atticus serves as the Treasurer of the State College of Florida Foundation Board of Directors, on the Charlotte Community Foundation’s Finance and Audit Committee, and on the FICPA’s Valuation, Forensic Accounting, and Litigation Services Committee. He was also appointed to the Sarasota County School Board Financial Advisory Committee. He lives in Venice with his wife and four children.\n \n \nWhen you register, please indicate your meal selection \n1. Pretzel-crusted Pork Chop, BBQ maple glaze, Mary's potatoes, roasted broccolini, candied bacon\n 2. Cilantro Ranch Chicken Sandwich, Tillamook® cheddar, Applewood smoked bacon, smashed avocado, cilantro ranch, seasoned mayo\n 3.  Crab/Shrimp/Lobster Bisque (vegetarian upon request), Caesar salad\n \n                               Note: "Pay at Door" may be by cash or check only\n \nRSVP Deadline May 14  Noon\n \nPLEASE: If you reserve and will be unable to attend,\n call/text 239.826.4588\nso there's no wasted food or money.\n \nLocation: Cooper's Hawk, 13671 Olympic Court, at the back of the shopping center at the southwest corner of - with entrances on - Daniels Parkway and Six Mile Cypress Parkway. \n \nColleagues and professional friends are always welcomed guests.  We are proud to share our Council's activities with them.  Should they wish to be considered for membership, an application is available [Estate Planning Council of Lee County Inc. - Member Application (epclc.org)](https://epclc.org/form.php?form_id=8).\n \nArlene R. Foreman, CLU®, ChFC®, MSFS, CFP®, CTFA\nSecretary, Estate Planning Council of Lee County, Inc.\n 10091 Colonial Country Club Blvd.\n Fort Myers, FL 33913-7018\n admin@epclc.org\n (239) 826-4588\n
SUMMARY:One Big Beautiful Business Valuation Update for Estate Planners - Estate Planning Council of Lee  County 
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