Speaking & Programs

Programs that help attorneys, CPAs, and lenders spot a complex-asset valuation problem before it becomes a costly one.

A frequent speaker for legal, accounting, and lending audiences — framed for CLE and CPE credit.

Introduction

A 90-second introduction.

A short introduction to the practice and the ideas behind Beyond the Core Four — why complex operating assets demand a different approach, and when to bring in an integrated valuation advisor.

Program chairs: a downloadable speaker sheet and topic menu are below, and custom sessions can be built for your audience.

Invite Daniel to Speak
In the Media

As seen on RFD-TV: the ASFMRA Land Report.

RFD-TV is the flagship of RFD Network — the first 24-hour television network devoted to rural America, founded in 2000 and still independent and family-owned. Across cable and satellite, the RFD+ streaming platform, digital channels, and Rural Radio on SiriusXM, the network reaches more than 50 million households with programming rooted in agriculture, land, and rural business.

In August 2026, the American Society of Farm Managers & Rural Appraisers (ASFMRA) invited Daniel onto its Land Report segment of RFD-TV’s Market Day Report. The conversation covered land values across the Southeast, what data-center development is doing to rural land markets, where timberland values stand, and why water is becoming the value driver to watch.

Aired August 2026 on RFD-TV’s Market Day Report · ASFMRA Land Report segment · Daniel returns to the segment September 30, 2026 · Segment courtesy of ASFMRA and RFD-TV.

Example Engagement

Watch a full session: Appraising Real vs. Personal Property.

Twenty-five minutes, recorded in April 2025 for Kidder University, Kidder Mathews’ professional education series. The session takes on the line that lenders, litigators, and CPAs trip over most often — where the real property ends and the personal property begins — and why the answer moves collateral positions, purchase-price allocations, and property-tax outcomes.

It is representative of what a program built for your audience looks like: practical frameworks, examples drawn from real engagements, and plain answers to the questions your members bring in the door.

Presented April 2025 for Kidder University · 24 minutes · A version of this session can be adapted for CLE or CPE credit.

Signature Topics

Sessions built around the four themes — each with a legal, tax, and investment angle.

For RPTE Attorneys & CPAs

Conservation Easements & the New IRS Scrutiny

Valuing specialized land and improvements under an easement — where estate plans, charitable deductions, and enforcement collide.

CLE / CPE eligible
For Investors & Lenders

Landfills, Ports & Water as Infrastructure

Reading unglamorous assets as regulated infrastructure with scarcity economics and durable, essential demand.

CLE / CPE eligible
For Lenders & Litigators

The Equipment Trap: What Real Estate Appraisals Miss

Why the machinery often outvalues the building — and what that means for collateral, disputes, and PPA.

CLE / CPE eligible
For Environmental & Real Estate Counsel

When Cleanup Becomes the Opportunity

Underwriting remediation risk on contaminated and Superfund property — and where the value gets mispriced.

CLE / CPE eligible
For Trial Teams

Presenting Complex-Asset Value to a Trier of Fact

Explaining reserves, going-concern value, and specialized equipment clearly to a judge or jury.

CLE eligible
Custom

Built for Your Audience

Sessions tailored to a bar section, CPA society, or lending group around the assets your members actually encounter.

Scoped to request
Where Daniel Speaks

Legal, accounting, and lending audiences — locally and nationally.

Estate planning councils, bar association CLE sections (real property, litigation, probate & estate planning), CPA societies, and commercial real estate and lending groups. The practice is national in scope; programs travel and translate well to webinar formats.

  • Estate planning councils & probate/T&E sections
  • Bar association CLE (real property, litigation)
  • State CPA societies (CPE)
  • CRE, ULI, ACG, and commercial real estate boards
  • Lender and investor forums & webinars

Planning a program on specialized-asset valuation?

Tell us your audience and format — we'll tailor a session that earns their attention and their credit hours.

Invite Daniel to Speak