ESTATE PLANNING COUNCIL OF SAN DIEGO

Topic: Working with Your Real Estate and Business Appraiser to Accomplish Estate Planning Goals
Speakers: Cheryl Kessler, Todd Wohl

Cheryl Kessler | Director at CBIZ Forensic Consulting Group, LLC

Cheryl is an expert in business valuations and forensic accounting specializing in valuation opinions for marital dissolutions, gift and estate tax purposes, partner buyouts, mergers and acquisitions, ESOPs, and stock option plans (409a). For over 20 years, she has helped closely-held companies in various industries determine the value of their equity. She presents a credible, defensible, and easy to understand analysis of financial and complex valuation issues in concise reports and/or via expert testimony. She prides herself on timely, thorough, and cost-effective analysis. She also has the expertise to perform business valuations, income for support analysis and forensic accounting for family law and civil litigation cases. Additionally, she has significant experience as a §730 neutral expert and has been qualified as an expert in San Diego Superior Court.
 

Todd Wohl | Partner, Senior Vice President at Braun International Real Estate

Mr. Wohl is a partner at Braun and sister company Premiere Estates Auction Company. He is a certified Senior American Society of Appraisers (ASA) Appraiser, as well as a member of the National Auctioneer’s Association (NAA), and Braun’s chief auctioneer. Mr. Wohl’s 27+ years of expertise include residential, medical, office, retail, hotel, and industrial real estate and assets. Mr. Wohl and his work have been featured on FOX, ABC, and HGTV. He has appraised, auctioned, or liquidated business assets ranging from food service, hospitality, machinery, supermarket, bakery, rolling stock, computers-IT, aircraft-aviation, yellow iron, post production, and over 100+ other categories. Mr. Wohl is based out of the company’s headquarters in Hermosa Beach, California.

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Meeting Sponsor
 

Brenda-Lee Smith | Partner
760.688.7618 | bsmith@youroasisadvisor.com
www.oasissenioradvisors.com/coastal-san-diego/

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