Posts by zestsms

Tucker & Meltzer mourns the loss of S.G. Brooke Tucker

A co-founder of Tucker & Meltzer Valuation Advisors, Brooke Tucker distinguished himself as an extraordinary business advisor over the course of decades.  Prior to forming T&M, Brooke was president of Tucker Capital Advisors, a mergers and acquisitions firm, where he guided many business owners through the complex and emotional process of selling their businesses.  He…

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Tucker & Meltzer Announces Donni Engelhart as a Chartered Financial Analyst (CFA)

August 24, 2015 – The entire team at Tucker & Meltzer is pleased to announce that Donni Engelhart, CFA, CVA has attained the Chartered Financial Analyst accreditation, having recently passed the CFA® Level III examination.  The CFA Institute is a global association of investment professionals.  Donni is also a Certified Valuation Analyst with the National Association…

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IRS Looking to Cap Discounts on FLPs

By:  Anne R. Meltzer, CPA/ABV, ASA The IRS is focusing on the discounts taken on limited partnership interests in family limited partnerships and limited liability companies, particularly those that hold portfolios of publicly traded securities. While there is language in the tax code that allows for discounts for lack of control and lack of marketability,…

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Anne R. Meltzer ASA Accredited Senior Appraiser

Anne. R. Meltzer has recently been accredited by the American Society of Appraisers (ASA). The American Society of Appraisers (ASA) confers two designations upon qualified candidates – the Accredited Member (AM) designation and the Accredited Senior Appraiser (ASA) designation.  Anne received the later. To qualify for Accredited Senior Appraiser (ASA) status, an individual must have a…

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Flynn Achieves CVA Designation

The firm would like to recognize Jenifer Flynn, J.D., CPA at Tucker & Meltzer, who recently acheived the CVA Designation, Certified Valuation Analyst. The CVA designation is obtained through the National Association of Certified Valuators and Analysts (NACVA), having several requirements: Holds an active, valid, and unrevoked CPA license issued by a legally constituted state authority (the…

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Tucker & Meltzer Welcomes Jenifer Flynn to the Firm

Tucker & Meltzer is pleased to announce that Jenifer Flynn, J.D. has joined the firm as our newest Associate. Ms. Flynn will be directing the activities of our DC Metro office, and working within our estates, trust & gifts and litigation areas of practice. Ms. Flynn joins the firm after spending the past 9 years…

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The Importance of Buy-Sell Agreements in Business Valuation

Every business with multiple owners should have a buy-sell agreement. Ideally, this document should be in place at a company’s inception, but it must at least be accounted for as soon as a business begins to gain value. It is easy for this crucially important document to slip down the priority list for business owners…

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Tucker & Meltzer Welcomes Donni Engelhart to the Firm

The entire team at Tucker & Meltzer is pleased to announce that Donni Engelhart, CVA is joining our firm as a Senior Manager. Donni is a Certified Valuations Analyst (CVA) by the National Association of Certified Valuators and Analysts (NACVA) and brings over 7 years of valuation experience to the firm. Mr. Engelhart was previously…

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Tucker & Meltzer Attend NACVA Annual Conference

NACVA held its annual business valuation conference in Washington, DC last week. As part of T&M’s continuing education program, Terri Higgins, Glenn Spinello and Mark Norris attended the conference. Various sessions were provided for the following topics: Valuation topics Financial forensics Healthcare Mergers and Acquisitions Consistent with prior NACVA conferences, our team came away with…

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Tucker & Meltzer Hosts BCBA Annual Golf Outing

We had a great time hosting the BCBA Annual Golf Outing this past Monday. We are proud to be Signature Sponsors of the Baltimore County Bar Association. The golfers above are Brooke Tucker with his foursome from the outing, Jerry Wilcoxon, Rich Ogoreck and Joe Estabrook. Below are the items were we able to give away…

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