Valuation | Houlihan Capital

12

Nov

Thinking about Gift & Estate Tax Planning? Here’s what you should know.

Many people are wondering how the tax code will be impacted and if there are estate planning actions they can take before the end of the year. Exemptions may decrease. The current estate gift tax exemption is $11.58 million, which is effective for five (5) years and will revert in…

29

Oct

Valuation, Webinars

Valuation Methodologies & Challenges Webinar

Paul Clark, Head of Valuation at Houlihan Capital, recently joined Ultimus Fund Solutions, ACA Compliance Group and Cohen & Co. for a virtual discussion on key valuation practices for Registered Investment Companies. Topics covered in the webinar include: Perspectives from compliance, accounting, and valuation experts Valuation overview, including new Rule…

30

Sep

Valuation, Webinars

Demystifying Valuation Webinar

Andrew Smith, CPA/ABV, President of Houlihan Capital, recently joined Sudrania Fund Services, Hedgeweek, Marcum, LLP and Albourne Partners for an an interactive and engaging discussion on Demystifying Valuation - how next gen tools, methodologies and technology are creating alpha. For those who did not have a chance to join the…

11

Sep

Valuation, Webinars

Valuation in the Age of COVID-19 Webinar

Andrew Smith, President, recently joined Marcum, LLP, Aon, Troutman Pepper and a panel of other industry experts for an an interactive and engaging discussion on how COVID-19 and the current deal environment are impacting valuations. For those who did not have a chance to join the webinar, a video recording…

10

Aug

Valuation, Whitepapers

Valuation of Bank Assets

The return of volatility to the markets, due to COVID-19 and other factors, has created challenges in estimating “fair value” of investment positions. The banking industry, in particular, has seen an increased focus on determining fair value of specific loans and loan portfolios. Fair value accounting in connection with bank…