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DTSTART:20221116T003000Z
DTEND:20221116T030000Z
LOCATION:875 Hotel Cir S, San Diego, CA 92108
UID:2315520221116T003000ZWorking with your Real Estate and Business Appraiser to Accomplish Estate Planning Goals
DTSTAMP:20260313T101404Z
DESCRIPTION:\n \n \n[](https://www.epcsd.org/events/register/23155)\n\nTopic: Working with Your Real Estate and Business Appraiser to Accomplish Estate Planning Goals\nSpeakers: Cheryl Kessler, Todd Wohl\n \n \n \nCheryl Kessler | Director at CBIZ Forensic Consulting Group, LLC\n \n \n \nCheryl 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.\n  \n \nTodd Wohl | Partner, Senior Vice President at Braun International Real Estate\n \n\nMr. 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.\n \n \n ------\n\n\n ------\n\n[](https://www.epcsd.org/council/sponsor-sales)\n \n________________________________________________________________________\n \nMeeting Sponsor\n  \n \n\n \nBrenda-Lee Smith | Partner\n760.688.7618 | bsmith@youroasisadvisor.com\nwww.oasissenioradvisors.com/coastal-san-diego/\n ------\n\nAnnual Gold Sponsor\n \n [](https://www.firstamtrust.com/team/jrobinson-duff/)\n \n[](https://www.firstamtrust.com/team/jrobinson-duff/)\n ------\n\nAnnual Silver Sponsors\n \n\n \n\n
SUMMARY:Working with your Real Estate and Business Appraiser to Accomplish Estate Planning Goals - Estate Planning Council of San Diego 
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