BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20251118T223000Z
DTEND:20251119T000000Z
LOCATION:Grasslands Country Club
UID:2806120251118T223000ZCouncil Reception, Dinner and Presentation -Navigating Business Valuations – What Estate Planners Must Know
DTSTAMP:20260430T101411Z
DESCRIPTION:\nEstate Planning Council of Polk County\n Speaker Dinner Meeting\n \nThis 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.  \n ------\n\nNovember 18, 2025\n 5:30 P.M. to 7:00 P.M.\n \nGrasslands Country Club\n 1600 Grasslands Blvd\n Lakeland, FL 33803\n \nCash Bar (credit card only)\n \nSpeaker\n \nThomas C. Insalaco, CFA, ASA, Mercer Capital\n \nTom 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.\n \n \n
SUMMARY:Council Reception, Dinner and Presentation -Navigating Business Valuations – What Estate Planners Must Know - Estate Planning Council of Polk County 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR