Hoosier Hills Estate Planning Council 2024 Conference

Join us for the Hoosier Hills Estate Planning Council’s 2024 Estate Planning Conference on May 17, 2024. Taking place in Bloomington, IN, the conference will provide valuable insight on topics including business valuations and succession planning, charitable giving, conflict resolution, business ethics, and more.

KSM’s Dan Rosio will present a session on Basic and Intermediate Valuation, which will cover the evolution of the valuation profession, basic methodologies, various purposes of valuations, and valuation standards. It will also touch on more complex valuation issues, unique valuation circumstances, and various estate planning opportunities.