Log in

Upcoming events

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

    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.

Past events

22 Apr 2021 April Monthly CLE Lunch
25 Feb 2021 February Monthly CLE Lunch
28 Jan 2021 January Monthly CLE: Financial Fraud & Your Law Firm
22 Oct 2020 2020 Half-Day CLE: How to Run Your Law Practice Like a Business
27 Aug 2020 August Monthly CLE Lunch & Membership Meeting
27 Feb 2020 February Monthly CLE Lunch: Speaker Dean Schaffer
23 Jan 2020 January Monthly CLE Lunch: Speaker Velva Price
07 Nov 2019 2019 Fall Social
24 Oct 2019 October Monthly CLE Lunch: Speaker Wayne Schiess
26 Sep 2019 September Monthly CLE Lunch: Speaker Brita Long
22 Aug 2019 August Monthly CLE Lunch: Speaker Trey Apffel
23 May 2019 May Monthly CLE Lunch & Membership Meeting
25 Apr 2019 April Monthly CLE Lunch
28 Mar 2019 Spring Social 2019
28 Feb 2019 February Monthly CLE Lunch
24 Jan 2019 January Monthly CLE Lunch
13 Nov 2018 Solo/Small Firm Fall Social
25 Oct 2018 October Monthly CLE Lunch
27 Sep 2018 September Monthly CLE Lunch
23 Aug 2018 August Monthly CLE Lunch
24 May 2018 SSF Monthly Lunch & Annual Meeting
26 Apr 2018 2018 Half-Day CLE
19 Mar 2018 2018 Spring Social!
22 Feb 2018 Solo/Small Firm February Monthly CLE Lunch
25 Jan 2018 Solo/Small Firm January Monthly CLE Lunch
08 Nov 2017 SAVE THE DATE: Solo/Small Firm Fall Social
26 Oct 2017 Solo/Small Firm October Monthly CLE Lunch
28 Sep 2017 Solo/Small Firm September Monthly CLE Lunch
24 Aug 2017 Solo/Small Firm August Monthly CLE Lunch
25 May 2017 Solo/Small Firm May Monthly CLE Lunch
19 Apr 2017 Solo/Small Firm Spring Social
09 Mar 2017 Solo/Small Firm Half-Day CLE
23 Feb 2017 Solo/Small Firm February Monthly CLE Lunch
26 Jan 2017 Solo/Small Firm January Monthly CLE Lunch
03 Nov 2016 Solo/Small Firm Fall Social
27 Oct 2016 Solo/Small Firm October Monthly CLE Lunch
22 Sep 2016 Solo/Small Firm September Monthly CLE
23 Jun 2016 June Monthly CLE Lunch
Powered by Wild Apricot Membership Software