David W. R. Harkins, CFA, ABV, senior financial analyst, is speaking at the virtual 2022 Annual Retreat of the Association of Divorce Financial Planners on November 4, 2022.
Harkins will be speaking alongside Turning Point Financial Group’s Michele Laws, CDFA, CVA, MAFF, Panther Financial Planning’s Cheryl Panther, CPA/PFS, ADFA/CDFA, and Stein Sperling’s Karen Shapiro about “Business: Valuation, Legal, and Tax Risks.”
This year’s annual retreat will focus on “Leading Issues in Volatile Times: Whose Risks Are Emerging?” and will feature a deep dive into intensive case studies that present timely issues and relevant discussions facilitated by industry luminaries.
David has valuation experience in engagements related to corporate planning and reorganizations, fairness opinions, litigation support, employee stock ownership plans, and estate and gift tax planning and compliance matters. As a member of the Auto Dealership Industry team, David publishes research on valuation issues in the newsletter Value Focus: Auto Dealer Industry. He also contributes regularly to Mercer Capital’s Auto Dealer Valuation Insights blog.
