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.

“It really is an honor to be asked to provide counsel on behalf of such a great organization,” said Norris. “I look forward to serving on this committee alongside all of the other esteemed professionals who participate.”

The EAB is responsible for the oversight and ratification of decisions made by the organization’s Valuation Credentialing Board, Ethics Oversight Board, Education quality Assurance Board, and Litigation Forensics Board. The EAB also has the authority to make decisions over matters pertaining to various education and credentialing matters addressed by the organization, as well as appoint or establish other committees and task forces alongside the approval of the Board of Directors.

About the NACVA: The National Association of Certified Valuators and Analysts’ mission is to provide resources to members and to enhance their status, credentials, and esteem in the field of performing valuations, financial forensics, and other related advisory services. To achieve these purposes, NACVA carries out numerous activities, including but not limited to the following:

• Advancement, communication, and enforcement of standards of ethical and professional practice;
• Development and presentation of quality educational and training programs;
• Certification of practitioners on the basis of professional competence, ethics, independence, and objectivity.

This includes the establishment of criteria for certification as a Certified Valuation Analyst (CVA) and Master Analyst in Financial Forensics (MAFF);

• Fostering public awareness that a credentialed member has met and continues to abide by standards of ethical conduct, objectivity, and independence and performs his or her services at the highest level of professional competence;
• Promoting and enhancing collegial and professional relationships among members of the Association and other professional organizations.

For more information, contact Mark Norris directly at Mark@tuckerandmeltzer.com.

XPX provides cutting-edge programming and top-flight networking opportunities and connections. The chapters consist of trusted advisors to privately-held companies and their owners. The knowledge, relationships and referrals developed and received through XPX is meant to help advisors learn to raise the topic of exit planning with their owner-clients and, through collaboration with other XPX members, prepare the owner for the transition of the business to the next owners. The collaboration between members of XPX contributes to strengthening the exit planning field as a whole.

The DC Metro Chapter, which meets once a month in Tysons Corner and Rockville, has approximately 50 members. See more about the organization here. The next meetings are on May 16th and June 20th. Please call, 410.779.9402, or email Brooke if you are interested in attending.

April 16, 2013

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.

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.

The success of T&M is embodied in the quality of our work product and the numerous clients who value its services. Each member of the firm is both highly credentialed and regarded for their individual level of work ethic.

Our firm is a virtual company, with each of our members working from home offices. Our focus is entirely on the client. This business model requires a high level of self motivation, dedication to client needs and punctuality.

The candidate should have at least seven years of public accounting, accounting, banking or investment experience. The firm is seeking someone looking to grow within the position into a project management role within two years. All candidates must be licensed as a CPA and must have or be willing to obtain either an Accreditation in Business Valuation (ABV) or Certified Valuation Analyst (CVA/AVA) credentials. An ASA credential is a plus.

This is a great work opportunity for qualified applicants in the accounting field looking to grow alongside one of the area’s top valuation firms.

Associate Responsibilities:

• Review and analyze financial information
• Perform valuation calculations
• Write valuation reports
• Analyze economic conditions and how they affect a business
• Review and summarize legal documents and client specific information
• As needed, work independently under supervision of Managing Director
• Additional responsibilities as assigned

Desired Skills & Experience:

• Seven years of related professional experience
• CPA is required
• Significant work experience with client management
• Candidate must be a self-starter and able to work independently
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs (most travel is local)

If you are a qualified candidate for this position, please email Anne Meltzer at anne@tuckerandmeltzer.com to apply.

“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.”

This past Friday, Mark Norris served as one of the experts in the MACPA Mock Trial CPA Program at Stevenson University.

This unique event was hosted by the MACPA’s Business Valuations Forensice Litigation Services Committee. Its purpose was to help CPAs gain understanding of nuances of trials and how to prepare and to gain insight into the role of CPAs in the courtroom.

For full information about this event, click here.

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.

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 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.