product-image
Intellectual Property: The Ways Valuation Professionals Get Involved Part 1 - Financial Reporting and Tax
Valuation Services
Webcast

Intellectual Property: The Ways Valuation Professionals Get Involved Part 1 - Financial Reporting and Tax

Dive deep into intangible asset valuation for financial reporting and tax purposes, covering brands, trademarks, copyrights, and more. Identify appropriate valuation approaches through several case studies.

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Specialized Knowledge

Level

Overview

CPE Credits

1.5

Instructor

Paul Mandel, Nene Gianfala

Availability

3 months

Product Number

WC4593898

 View  
 Business & partner 
Product Details

This session will highlight diverse intangible assets like brands, trademarks, copyrights and customer relationships.

Whether you're new or experienced in financial reporting, you'll:

  • Learn to assess inputs and approaches for valuing them in financial reporting
  • Explore case studies showcasing various valuation models
  • Gain valuable insights as to why certain practices are better

Key Topics

  • Trademarks
  • Brands
  • Customer relationships
  • Valuation methodologies

Learning Outcomes

  • Recognize the various characteristics of intangible assets commonly found in financial reporting.
  • Identify the applicable inputs and approaches required to value intangible assets for financial reporting.
  • Recognize best practices for valuing intangible assets for both financial reporting and tax purposes.

Who Will Benefit

CPAs and/or ABVs who perform valuations for financial reporting or tax purposes or are interested in their practice to include these services.

More Details
NASBA Field of Study
Specialized Knowledge
Level
Overview
Prerequisites
none
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1 hr 30 mins
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Paul Mandel
MBA, CPA, CA, CBV, CFF
Paul is a member of MNP’s Valuations and Litigation Support Services team in Toronto. Paul assists clients with corporate valuations, including valuations for income tax, disputes, planning and regulatory purposes, delivering tailored solutions for their best interests. Paul brings more than 25 years of experience providing valuation and litigation support services to his role including close to 20 years at the partner level. He helps clients in a wide variety of sectors, including business and professional services, consumer products, manufacturing, not-for-profit, real estate, agriculture, oil and gas, mining, digital media, advertising, software and digital technology, and infrastructure. His services include valuations, shareholder disputes, matrimonial valuation and accounting, commercial damages, Paul has frequently been accredited as an expert witness in court. He recently presented at national business valuation conferences on such topics as brand valuation and the valuation of capital-intensive businesses. Paul earned a Bachelor of Science (BSc) in 1990 and a Master of Business Administration (MBA) in finance and accounting in 1993. He is a Chartered Processional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 1997, a Chartered Business Valuator (CBV, 1998), and is Certified in Financial Forensics (CFF, 2014). Paul sits on the board of the Professional Engineers of Ontario as the only non-engineer and on several charity boards in an accounting and finance capacity.
Nene Gianfala
CPA/ABV, CEIV
Ms. Gianfala is a Vice President of the Valuation Advisory group with over 15 years of experience in accounting, corporate finance, and business valuations. She is a Certified Public Accountant (CPA), Accredited in Business Valuations (ABV), and Certified in Entity and Intangible Valuations (CEIV) by the AICPA, and an Accredited Senior Appraiser in Business Valuations with a specialty in Intangible Assets (ASA-BV/IA) by the American Society of Appraisers. Ms. Gianfala performs intellectual property and intangible asset valuations for purchase price allocations, impairment testing, internal intangible asset management, portfolio valuation and litigation support.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Ratings and reviews

Cancellation Policy
View our Cancellation policy here

Related content