Council Reception, Dinner and Presentation -Navigating Business Valuations – What Estate Planners Must Know
Estate Planning Council of Polk County
Speaker Dinner Meeting
This session will cover common estate planning valuation issues that have received IRS scrutiny recently as well as ideas to avoid these issues. We will cover issues rising from not following buy-sell agreements, tax-affecting cash flows from pass-through entities, and estate planning transactions amidst business transaction processes.
November 18, 2025
5:30 P.M. to 7:00 P.M.
Grasslands Country Club
1600 Grasslands Blvd
Lakeland, FL 33803
Cash Bar (credit card only)
Speaker
Thomas C. Insalaco, CFA, ASA, Mercer Capital
Tom Insalaco has been valuing businesses since 2008 and has experience valuing businesses in many different industries and for many different purposes. He has developed expertise in valuation consulting for estate planning and exit planning purposes with a focus on construction, consumer discretionary, and transportation companies, as well as alternative asset managers. His valuation analyses have been used by stakeholders in private companies, attorneys, accountants, and other fiduciaries. Included in his experience is several years valuing publicly traded companies to provide investment recommendations to institutional investors as part of the equity research division of a global bank. Tom is a member of Mercer Capital’s Gift, Estate, and Income Tax Planning and Compliance practice group. As part of the group, Tom contributes regularly to the firm’s Value Matters® newsletter.
