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Section | Estate Planning, Trust and Probate

Estate Planning, Trust and Probate & Probate Litigation Sections Meeting (in person)

Business Valuations in a Probate Context

Speaker
Michael Yi, CPA, ASA, MBA | Newport Valuations

The March MCBA Estate Planning, Trust and Probate & Probate Litigation Sections Meeting 'Brown Bag' presentation, Business Valuations in a Probate Context, will be held in person on Tuesday, March 18th from 12:00 to 1:00 PM in the Assembly Room at the Marin County Sheriff's Office, 1600 Los Gamos in San Rafael.

Join speaker Michael Yi, CPA, as he will discuss business valuations in the probate context. Topics will include IRS Forms 709 and 706 related business valuations, methodologies for business valuations, discounts, and notable recent IRS audits.

Time will be reserved for questions and discussions.

1.0 CLE | General

Brown Bag Lunch
Contact

Denise Belli | Email

03/18/2025 12:00 PM 03/18/2025 1:00 PM America/Los_Angeles Estate Planning, Trust and Probate & Probate Litigation Sections Meeting (in person) Business Valuations in a Probate Context Marin County Sheriff's Office Assembly Room, 1600 Los Gamos Dr. (Main Lobby A), Suite 200, San Rafael, CA, 94903 Marin County Bar Association info@marinbar.org false MM/DD/YYYY

Registration

Registration for this event has ended

Date and Location

Tuesday | March 18, 2025
12:00-1:00P

Marin County Sheriff's Office Assembly Room
1600 Los Gamos Dr. (Main Lobby A), Suite 200
San Rafael, CA 94903

Speaker Information

Michael Yi, CPA, ASA, MBA

Newport Valuations

Michael holds an MBA from UCLA’s Anderson School of Management. His extensive experience, both as a consultant and as a practitioner, includes prior roles as a CPA in public accounting with a Big Four and other national CPA firms before becoming the CFO of an IBM marketing company. Thereafter, Michael served as an officer of a premier investment management firm with over $52 billion in assets under management, a manager/principal of a specialist business valuation firm, a managing director of an investment banking firm, and a managing director with a national business valuation firm headquartered in Los Angeles, CA.

Michael taught several MCLE and CPE courses for attorneys and CPAs, along with a business course at a local university. In addition, Michael is a regular speaker at national Conferences and seminars for CEOs and business owners on valuations and financial advisory services.

He serves on a number of Boards and professional organizations.

Website