Talking Points of New §2704 Regulations​

Date: Thursday, November 17, 2016
Time: 7:30am - 9:00am
Location: Denver Athletic Club, Ballroom
Speaker: Carol A. Lewis, BKD

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Denver Athletic Club
1325 Glenarm Place, Denver, CO 80204



Talking Points of New §2704 Regulations


Presented By:

Carol A. Lewis is the firmwide leader of BKD’s business valuation services and has more than 30 years of experience advising clients in valuation, accounting, tax and litigation matters.  She has provided services to clients in numerous industries, including agriculture, banking, manufacturing, professional services and health care.

Carol has performed business valuation services for more than 15 years, including valuations for financial reporting, estate and gift tax, employee stock ownership plans, divorce, mergers and acquisitions.  She also has served as an expert witness and provided testimony regarding business valuation and damages.

Carol is a member of the American Institute of Certified Public Accountants (AICPA) and Colorado Society of Certified Public Accountants and a candidate member with American Society of Appraisers.  She is a licensed CPA in both Kansas and Colorado.  Carol also holds the Accredited in Business Valuation (ABV) credential awarded by the AICPA.

The meeting begins with breakfast at 7:30 a.m.  Free parking is available in the Denver Athletic Club parking garage.  Please notify the parking attendant that you are there for the meeting.

Members are invited to bring guests.  We do not charge for guests at this time. Printed copies of the presentation will not be available at the meeting. A copy of the presentation can be downloaded from the link below.



This presentation qualifies for CPE credit in Colorado.

Learning objectives: This program is intended to inform participants on Estate Planning Issues.
​Instructional delivery method: Live instructor
CPE credits: 1 (one) hour
Field of study: Estate Planning
Prerequisites: None
Program Level: Basic
Advance Preparation: None
Program Description:
Course Registration Requirements: Click Register Now on this page or email Stephanie Hill at
Refund Policy: N/A, cost included in annual membership dues
Complaint Resolution Policy: Complaints regarding CPE programming can be submitted to DEPC, P.O. Box 370596, Denver, CO 80237 or to

You are invited to email our office manager, Stephanie Hill, at with any questions.

Related Document(s):

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