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Estate Planning Council of CANADA

Practical Valuations for Estate Planners

  • November 23, 2022
  • 2:00 PM - 3:15 PM (EST)
  • Virtual

Estate planning practitioners are frequently presented with issues involving valuation matters, whether in planning scenarios, dispute or other situations. 

While best practice in many situations will dictate the involvement of a valuation expert, whether for an independent report or other assistance, it is very helpful for the estate planner to have a sufficient understanding of valuations and be able to speak the same language as the valuator, understand the relevant parameters of the particular situation, and communicate valuation-related issues to the client.

Join Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV, Founder and President of Kalex Valuations Inc., for an overview of valuations, situation-specific considerations, as well as practical tips.

More specifically, topics covered will include:

• Valuation definitions, reference points, principles and concepts

• Valuation basics

• Common uses of valuation reports

• When a valuation is needed/triggered, and when formal valuations are not required

• Practice standards for CBVs/valuation professionals

• Key engagement issues

• Reading a valuation report

Melanie is the founder of Kalex Valuations Inc. and began professional practice in 1985, which includes several years of industry experience. Throughout her professional career she has been involved in many assignments for a variety of public and private companies of various sizes and across many industries, obtaining her training at two of the largest international accounting firms in the industry. Melanie placed second in Canada on the CICBV membership examination. She founded Kalex Valuations Inc. in 1996.

Ms. Russell has been active in teaching business valuations and related topics since 1987 at various universities and professional organizations, and runs the premiere preparatory course for CBV students in Canada taking their national Membership Qualification Examination. She has written various articles, taught professional courses and had many public speaking engagements on matters relating to business valuations and related topics.

Ms. Russell has qualified as an expert witness in the Ontario Court of Justice, the Ontario Superior Court, the Federal Court of Canada, the Chartered Professional Accountants of Ontario (“CPAO”, formerly Institute of Chartered Accountants of Ontario)’s Discipline Committee (which determines whether members should be charged with offences as brought by the CPAO’s Professional Conduct Committee) and the Investment Dealers’ Association. She has qualified as an expert in the areas of business/asset valuation, quantification of damages, income determination and forensic accounting. She has also acted as an accounting expert in arbitration, mediation, mediation/arbitration and other alternative dispute resolution proceedings (e.g., collaborative practice), and negotiated a number of buy/sell transactions.

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