Wonch Valuation – Oberon Wonch

October 17, 2024—Paul Wonch addressed The Estate Planning Council of Indianapolis, speaking on Gifting Ownership Interests in Privately Owned Businesses

December 12-13, 2024—NACVA and CTI’s Business Valuation and Financial Litigation Super Conference, Las Vegas, NV

May 16, 2024, Chicago, Illinois—Business Valuation Association: U.S. Tax and Federal District Court Decisions: S-Corp Valuations & TCJA Sunset Period

An in depth presentation and discussion on recent U.S Tax and Federal District Court decisions and their affect on S-Corp valuations and the TCJA sunset period.

Featured Speaker:
Daniel Van Vleet (Griffing Group)

May 10, 2024, Indianapolis, Indiana—NACVA Indiana State Chapter Meeting

April 18, 2024, Indianapolis, Indiana—Estate Planning Council of Indianapolis Meeting

Discount For Lack of Control?

In the professional world of the valuation of privately owned businesses, the notion of discounting the value of an ownership interest in a company due to lack of control is an ongoing consideration. The question is whether or not the value of an interest is less when it is owned by a person with less […]

2023 Indiana CPA Society’s Business Valuation Conference – October 25, 2023, Indianapolis, Indiana.

2023 NACVA and CTI’s Business Valuation and Financial Litigation Summer Super Conference – July 12-14, Salt Lake City, Utah.

2023 NACVA and CTI’s Business Valuation and Financial Litigation Winter Super Conference – December 13-15, Fort Lauderdale, Florida.

April 2023 – Paul Wonch was selected to participate in a focus group to assist in the development of a new analytical tool using empirical data to determine discounts for lack of marketability of an interest in a privately owned company.

About Oberon Wonch