Valuation and Estate Planning

Presented on:
November 6, 2020 8:00 AM PT
1 hour

Join us to learn about the current environment for estate planning as well as how current market values may benefit you and your family.

This webcast is part of our Fuel for Growth: 2020 Webcast Series.

Watch Now


Sid Tobiason, Partner, Moss Adams

Sid has practiced taxation since 1978, with a focus on federal income and estate taxation of automobile dealerships. He leads the tax practice within the firm’s national Automotive & Dealer Services Practice, and serves on the firm’s Dealer Services Group Steering Committee and Business Transition Committee. In addition to authoring articles on ownership succession and other matters pertinent to dealership taxation issues, he is a nationally recognized speaker at automotive organizations, including 20 Groups and dealer consulting groups. Sid is regularly retained to consult on taxation issues relating to dealer shareholder agreements, entity structuring, acquisitions, and reorganizations. He has also taught continuing professional education seminars and college-level classes.

Sarah McKnight, Senior Manager, Moss Adams

Sarah has been in public accounting since 2005. Her experience includes tax planning and operational consulting, and she specializes in tax consulting and compliance services for auto dealers and their families. She regularly trains Moss Adams professionals regarding specialized tax issues for dealership operations and real estate entities.

Kimberly Linebarger, Senior Manager, Moss Adams

Kim has focused her practice in business valuation since 2007. She assists in the valuation of closely held companies across a range of industries. Her experience includes valuation litigation support for a variety of purposes including marital dissolutions and shareholder disputes. She also works on valuations for mergers and acquisitions and estate matters. She has testified as an expert witness. Kim holds the Chartered Financial Analyst (CFA), Accredited Senior Appraiser (ASA), and Certified Valuation Analyst (CVA) professional designations.

Applicable Industries