Calhoun Speaking in AICPA Webinar

Karolina Calhoun, CPA, ABV, CFF is speaking in the AICPA webcast, Two Perspectives on the Path to Becoming an FVS Expert for Litigation, on Tuesday, June 27, 2023.

Frank Speaking at FICPA Mega 2023

Mercer Capital’s Atticus L. Frank, CFA, ABV to present at the upcoming FICPA Mega 2023 Conference on Friday, June 16, 2023, in Orlando, Florida.

Chris Mercer to Present to AAML Members

Z. Christopher Mercer, FASA, CFA, ABAR will be speaking alongside Dori Foster Morales, Esq. at the AAML Florida Chapter 45th Annual The Institute on May 5th, 2023.

Mercer Capital to Sponsor and Present at the 2023 Transitions Spring Conference

Mercer Capital is proud to be a Bronze Sponsor of Family Business Magazine’s 2023 Transitions Spring conference. This event will be held April 19-21, 2023, at The Vinoy Rennaissance in St. Petersburg, Florida. Mercer Capital’s Travis W. Harms, CFA, CPA/ABV and Nicholas J. Heinz, ASA are attending.

Luke Tanner Successfully Completes Level I of CFA Exam

Mercer Capital is proud to announce that financial analyst, Luke Tanner, has passed Level I of the Chartered Financial Analyst (CFA) professional designation exam. Sponsored by the  CFA Institute, this designation is recognized around the world as the premier designation in the finance profession.

Lee Speaking at the Mississippi Estate Planning Council

Mercer Capital’s Timothy R. Lee, ASA to present a session on “Current Issues and Opportunities in Tax-Related Valuations” at the Estate Planning Council of Mississippi in Ridgeland, Mississippi on March 14, 2023.

Barber and Lange Promotions Announced

Mercer Capital is pleased to announce that Zachary M. Barber, CPA/ABV has been promoted to Vice President, and Zac L. Lange, CPA has been promoted to Senior Financial Analyst.