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May Monthly CLE Lunch & Membership Meeting

  • 27 May 2021
  • 12:00 PM - 1:00 PM
  • Zoom
  • 98

Registration

Register here with the Austin Bar for the Zoom information

Topic: Financial Considerations When Buying or Selling a Law Practice

Speaker: Sonia Desai, CPA, ABV, ASA

    Marcie Finnigan, CPA

Description: 

Ms. Desai and Ms. Finnigan will discuss key valuation and due diligence considerations from the perspective of both a buyer and a seller of a solo or small law practice.  In addition, they will address optimal tax strategies for structuring a sale and related tax implications.

Cost: FREE to section members, $10 for nonmembers

Credit: 0.75 hours
Ethics: 0.00 hours

Speaker Bios:

Sonia Desai, CPA, ABV, ASA, is a Managing Director in the Forensic & Litigation Services practice and leads the Valuation Services practice in Weaver’s Austin office. She has over 16 years of experience in valuation, litigation, investigations and audit, including serving as an expert witness and advising clients on the value of assets and business interests in disputes, mergers and acquisitions and gift and estate planning. Sonia is a Certified Public Accountant (CPA), an Accredited Senior Appraiser (ASA) and Accredited in Business Valuation (ABV) by the AICPA. She has written for publications such as CPA Insider, Austin Business Journal, Austin Lawyer and Construction Executive Magazine, and has been quoted in various news publications, including the New York Times and The Business Journals.

 

Marcie Finnigan, CPA, is a partner, in the private client services group with Weaver. Her experience and career focuses on providing business and personal tax planning and compliance, including income and estate, gift and trust tax services, strategic planning and wealth strategy services. Such services are provided primarily to privately held, owner-managed businesses, professional service firms and related individual owners/members and families. Marcie brings more than 18 years of industry and technical experience to each of her clients. Marcie is a member of the American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants and the North Texas Estate Planning Council.  She graduated with a Bachelor of Science in Accounting from the University of Phoenix.

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