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Complimentary event to kickoff the Illinois Chapter! Come out, meet and network with your fellow AAA-CPAs!
AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and qualify for credit both as CPE and CLE. The decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.
Accounting CPE/Legal CLE/MCLE
The AAA-CPA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
A brochure with full details of the program is available from the association at 888-288-9272. This program meets the NASBA standards of 1 (50 minute) hour of instruction. If you require CLE in a state not mentioned, please call our national office and we will do our best to arrange for credit in your state.
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Program Details |
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Date: Friday, October 21, 2011
Time: 12:00 -2:00pm (lunch to be provided)
Location: Chicago Bar Association Building
321 Plymouth Court
Chicago, IL 60604
Education: 1 CPE credits/ 1 CLE credit (pending approval)
Cost: FREE for members and non-members! |
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Program Description |
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Business sales are typically complicated, and laden with emotional issues. Although an owner's focus may be on getting a "magic number" for the business up front, other alternatives may offer acceptable, or even superior, trade-offs. These presenters will describe Bernstein's proprietary modeling capabilities, and how they quantify the likelihood that a sale will meet an owner's critical financial objectives and help evaluate the trade-offs across different deal terms. |
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About the Speakers |
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William M. Evans is a Financial Advisor in Bernstein Global Wealth Management's Chicago office. He provides asset allocation and wealth planning advice to individuals, families, endowments and foundations, with a special focus on closely held businesses. Prior to joining the firm in 2010, Bill spent the majority of his career as vice president of institutional fixed income sales with Morgan Stanley and Goldman Sachs, and was responsible for advising corporations, money managers, insurance companies, public pensions, private pensions and hedge funds. Bill earned a BA in economics from Boston College, where he was in the Arts & Sciences Honors Program.
Capabilities
- Asset-allocation advice
- Retirement planning
- Multigenerational wealth planning
- Investment solutions for corporate executives
- Philanthropic planning
- Planning for selling a business
- Single stock and stock options planning
- Foundations and endowments
Bill lives in downtown Chicago in the Millennium Park area. An avid triathlete, Bill has competed in more than 80 races. He has completed the full Ironman distance (2.4-mile swim/112-mile bike/26.2-mile run) 13 times; his personal best finishing time is 11 hours and 12 minutes.
Brian D. Wodar is a director of Wealth Management Research and provides customized consultation on complex financial issues facing Bernstein Global Wealth Management's high-net-worth investors and their professional advisors. He has expertise in advanced asset allocation, trust and estate planning, spending policies for philanthropic organizations, planning in advance of a business sale, concentrated single-stock exposure and stock option exercise planning. Wodar has been an author of and contributor to the firm's published research on these topics. A founding member of the Wealth Management Group, Wodar joined the firm in 1997 and directed the creation and implementation of Bernstein's Wealth Forecasting System, the firm's largest private client research effort to date. He earned an MBA in finance and an MA in literature from New York University . Formerly based in New York , Wodar relocated to Chicago in 2005. | |
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