Industry News

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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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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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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S Corporation Built-In Gains Tax

Are you looking for a summary of the S Corporation Built-In Gains Tax? Take a look at the AICPA’s Tax Advisor’s article “The S Corporation Built-In Gains Tax: Commonly Encountered Issues.” These built in gains typically occur when a C corporation converts to an S corporation. This article discusses the common issues facing corporations in…

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