Higgins Completes AICPA Business Valuation Course

Theresa Higgins, CPA, CVA completed the American Institute of CPA’s (AICPA) week-long business valuation school in late April. The course is offered to CPAs who are preparing to sit for the AICPA’s Accreditation in Business Valuation exam, which is offered in July and December each year. Upon passing the exam and attesting to experience as…

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36th Annual ESOP Assocation Conference

Brooke Tucker and Glenn Spinello, CPA/ABV, CVA recently attended The 36th Annual ESOP Association Conference in Washington, DC. The ESOP Association is the largest employer sponsored advocacy and education association serving approximately 2,500 employee stock ownership plan (ESOP) companies.      

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Tucker Attends NCEO Employee Ownership Conference

Brooke Tucker, ASA attended the NCEO Employee Ownership Conference in Seattle in late April. The National Center for Employee Ownership (NCEO) is a private, nonprofit membership and research organization that serves as the leading source of accurate, unbiased information on employee stock ownership plans (ESOPs), equity compensation plans, and ownership culture.  

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Tucker Elected to Board of Directors for XPX DC Metro Chapter

Brooke Tucker was recently elected to the Board of Directors of the Exit Planning Exchange (XPX) for the XPX DC Metro Chapter. Specifically, Brooke will oversee the sponsorship committee for the board. 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…

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Upcoming Seminar on ESOPs – April 30, 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…

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2013 BCBA Annual Bull and Oyster Roast

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…

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Proud Sponsors of the BCBA

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…

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Introducing Terri Higgins

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…

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

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…

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IRS Finalizes Regulations on Sec. 642(c)

IRS finalizes regulations on Sec. 642(c) ordering rules for estates and trusts –  The IRS issued final regulations (T.D. 9582) requiring that a provision in a trust, will, or local law that specifically indicates the source out of which amounts are to be paid, permanently set aside, or used for a charitable purpose must have…

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