Valuation | Houlihan Capital

21

Jan

Valuation, Valuation News, Webinars

The State of Valuations in Light of COVID-19 Webinar

Michael Norton, Director, and Andrew Smith, President, recently joined ACG Chicago for a virtual discussion on how the current environment is impacting valuations. For those who did not have a chance to join the webinar, a video recording link is provided below: For any questions regarding this webinar or valuation…

23

Dec

Valuation, Valuation News, Whitepapers

SEC Adopts New Framework for Fund Valuation Practices

On December 3, 2020, the Securities and Exchange Commission (SEC) voted to adopt Rule 2a-5, a new rule to modernize fund valuation practices. The rule clarifies how fund boards can satisfy their valuation obligations, including an increase in the variety of asset classes held by funds and increase both the…

12

Nov

Valuation, Valuation News, Whitepapers

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…