Celesq® Presenters

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Terry  Lloyd, CPA, CFA

Terry Lloyd, Managing Director, has been handling complex valuation assignments for over 30 years. His practice includes assignments engagements involving taxes, disputes, and transactions. He has been qualified as an expert in federal and state courts, arbitration forums, as well as the International Court of Arbitration, and has testified for and against the IRS. His work has taken him across the United States, Europe, the Caribbean, and Latin America. He has been published widely, including portions of a law school textbook, and has guest lectured at law schools and graduate business schools. He also has trained lawyers, accountants, financial analysts, and judges on a variety of topics in accounting, finance, and valuation.

Programs by Terry  Lloyd, CPA, CFA.

Lawyers in different practice areas [specialties?] frequently deal with investing and market issues. This includes estate and tax practice, family law, securities litigation, and personal planning. These issues are more relevant than ever in our curr...

Program Number
33201
Program Date
2023-11-06
Category
Banking & Finance LawEstate Planning & ProbateFederal CourtsFinancial RegulatoryFinancial ServicesFlorida EligibleTaxation Law
State
CaliforniaColoradoFloridaGeorgiaNew JerseyNew YorkTexas Self Study
Program Credits
Areas of Professional Practice:1.5 Credit
Total Credits
CLE Credit: 1.5