Posts Tagged ‘Tucker & Meltzer’

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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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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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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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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Summary of Current Economic Conditions

Have you seen the latest Summary of Current Economic Conditions by the Federal Reserve? It was issued on February 29, 2012. There are certainly signs of improvement: http://www.federalreserve.gov/fomc/beigebook/2012/20120229/fullreport20120229.pdf.

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Issues Related to the Use of Valuation Rebuttal Reports

Written by Mark Norris A valuation rebuttal report is a report that is used for litigation purposes whereby a critique is made of the valuation report of the opposing expert, and then a revised valuation conclusion is provided. The goals to be achieved with a rebuttal report include: • Reduce fees to the client because…

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