Industry News | Tucker & Meltzer

Norris Appointed to Executive Advisory Board for National Valuation Professional Organization.

May 3rd, 2013

Tucker & Meltzer partner Mark Norris has been elected to the Executive Advisory Board for the National Association of Certified Valuators and Analysts (NACVA).

The appointment serves as tremendous recognition of Norris’ presence and accomplishments within the professional community. The NACVA is a membership based organization providing resources and support to financial valuation professionals across the country. The Executive Advisory Board (EAB) takes part in strategic planning for the association, working directly with the Board of Directors and providing creative and informative oversight and guidance to various other committees. Norris will serve a 3 year term on the board. Read the rest of this entry »

Tucker & Meltzer Welcomes Glenn R. Spinello to the Firm

April 16th, 2013

April 16, 2013 – The entire team at Tucker & Meltzer is pleased to announce that Glenn R. Spinello CPA/ABV, CVA has been hired as a Director at our firm.

We welcome Glenn to the firm after spending the past 16 years with ParenteBeard LLC, where he led their business valuation group. Glenn has more than 25 years of experience in private industry and public accounting, working in the areas of estate, tax and gift planning, Employee Stock Ownership Plans, shareholder buy-sell agreements, and dissenting shareholder matters. Glenn has specialized knowledge in corporate valuations and ESOPs. He is very active in the valuation industry, serving on the Technical Advisory Board of the AICPA’s FVS Consulting Digest.

Mr. Spinello can now be contacted at glenn@tuckerandmeltzer.com or 717-778-4833. Additional information about Mr. Spinello is available on our website here.

Upcoming Seminar on ESOPs – April 30, 2013

March 19th, 2013

Tucker & Meltzer is pleased to invite you to a FREE full day seminar - The ESOP: An Alternative Buyer of Company Stock put on by Menke & Associates, Inc. on April 30, 2013 at the Baltimore Marriott Waterfront from 8:30AM to 2PM. The program will be presented by Phil DeDominicis, Managing Director of Menke & Associates, Inc. The program is designed to assist you in the determination of choosing an ESOP from a financial and tax point of view. CPE of 6 hours is offered. Please contact Jeanie Kluga by email or call 415-318-1016 to RSVP. Click here for more information about the seminar.

Menke & Associates, Inc. provides all services necessary to design and install an ESOP, including Structuring, Legal & Tax Compliance, Documentation, Debt Capital Raising (if required), Employee Communication, and Administration. Menke administers nearly 1,000 ESOPs, more than any other firm.

Tucker & Meltzer – Valuation Advisors is a full service independent business valuation firm providing appraisals for estates, trusts and gifts, corporations and business litigation. The firm is currently serving fifteen ESOP clients.

2013 BCBA Annual Bull and Oyster Roast

March 5th, 2013

We had a great time this year at the Baltimore County Bar Association Annual Bull & Oyster Roast. It was filled with great food, great people and was for a great cause. The Silent Auction Program benefited the Alzheimer’s Association. We are very honored to be associated with the bar association and proud to be one of their Signature Sponsors. The image to the left features Tucker & Meltzer’s Managing Director Mark Norris with Ali Lemon Bojanowski from Zest Social Media Solutions.

Norris Serves As Expert in the MACPA Mock Trial CPE Program

November 7th, 2012

“Have you been called to testify in court? Would you like to know what to expect before you have to take that first deposition or the stand? This event will present an interactive “mock” deposition and trial to help you understand what really goes on when you are asked to testify as a damages expert. You will gain an understanding of the strategies used in deposition and how they carry over to the testimony at trial. In addition, you will learn what to look out for and what not to forget. This unique event will provide useful training for CPA’s who find themselves in the courtroom defending their opinions regarding a valuation or other consulting engagement. If you are an attorney or law student, you can gain unique insight and education on what CPA’s do to provide assistance in litigation and why it is important to hire an expert with the proper credentials (i.e., ABV, ASA, CVA, CFE) and experience.” Read the rest of this entry »

Proud Sponsors of the BCBA

November 1st, 2012

We are pleased to announce our new sponsorship of the Baltimore County Bar Association (BCBA). The mission of the Baltimore County Bar Association is to serve as a leader in advancing excellence, ethical conduct, professionalism and public responsibility in the legal profession. The BCBA proudly serves over 1,700 local attorneys, and provides a dedicated Lawyer Referral Program to the general public that connects individuals with qualified and reputable attorneys to handle their cases. The BCBA is distinct for its closeness as a member organization. The organization is well regarded among other bar associations for its members’ high attendance at programs and events, as well as its membership’s participation in other local functions. Tucker & Meltzer is one of only ten Signature Sponsors.

Keep an eye out for us at BCBA “Signature” events throughout the year. In particular, their Annual Golf Invitational on June 3, 2012 at Hunt Valley Golf Club will be hosted by Tucker & Meltzer.

Introducing Terri Higgins

October 8th, 2012

Tucker & Meltzer Welcomes Theresa Higgins, CPA, CVA to the Team

We are very pleased to announce Theresa M. Higgins, CPA, CVA (Terri) recently joined Tucker & Meltzer as a Valuation Manager. She began on October 1, 2012.

Terri has over fifteen years of experience in business valuation and has most recently been the Senior Business Valuator with Gorfine, Schiller & Gardyn, P.A., a Baltimore-based CPA firm. Terri has performed hundreds of business valuations, including valuations for estate and gift planning, buy-sell agreement, business acquisition and divestiture, ESOP, and litigation support purposes.

Contact Terri at terri@tuckerandmeltzer.com.

You can find more information on Ms. Higgins by visiting our website here.

We’ve Hired Our Newest Valuation Associate

May 31st, 2012

Jacob A. Inners, AVA

We are very pleased to announce Jacob A. Inners, AVA as our newest associate. Jacob is an Accredited Valuation Analyst and has most recently been the business valuation manager at Walz, Deihm, Geisenberger, Bucklen & Tennis, P.C. in Lancaster, Pennsylvania. He brings eight years of experience to our firm, having worked at Patuxent Valuation Group, ParenteBeard and Arthur Bell Certified Public Accountants. Within the accounting firms, Jacob’s experience includes accounting and tax. He is experienced in the valuation of both asset holding companies and operating companies.

Contact Jacob@tuckerandmeltzer.com or 410.779.9428. See his CV here.

We’re Hiring A Valuation Associate

May 8th, 2012

Big news! Tucker & Meltzer Valuation Advisors (“T&M”) is expanding its team of professionals and seeks a candidate for a valuation associate position. Would you like to join our team?

The person that we are seeking should have at least 10 years of public accounting or investment experience. We are also looking for a self starter and professionally motivated individual that is looking to move into a project management role within two years. All candidates must be licensed as a CPA and must be willing to obtain either Accredited in Business Valuation (ABV) or Certified Valuation Analyst (CVA) credentials.

See the full job description here: http://bit.ly/TMValAssoc

Contact Anne Meltzer if you are interested at anne@tuckerandmeltzer.com

Washington D.C. Estate Planning Council Welcomes T&M’s Anne Meltzer

May 1st, 2012

Tucker & Meltzer is pleased to announce that Anne Meltzer has been admitted as a member of the Washington D.C. Estate Planning Council. Being a member of this planning council is a great achievement. The admittance process is an arduous one. It requires a current member of the council to sponsor the nominee, supporting their sponsorship with a written statement of their experience working with them and why they think the nominee should be a member. The nominee must write a lengthy professional biography, including several examples of how they have assisted clients in the DC region with their estate planning needs. The submission goes to the membership committee for them to accept or deny membership. Read the rest of this entry »