Chris Mercer, CFA, ASA, ABAR, founder and CEO, Tim Lee, ASA, managing director, Nick Heinz, ASA, senior vice president, and Barbara Walters Price, senior vice president, will be attending and exhibiting at the 2015 Heckerling Institute on Estate Planning during the week of January 12 – 16, 2015.
The Heckerling Institute on Estate Planning is the nation’s leading conference for estate planners, including attorneys, trust officers, accountants, insurance advisors, and wealth management professionals.
This year’s program offers practical guidance on both planning strategies and practice development in the new wealth transfer tax environment. The program includes expanded coverage of the increasingly important areas of elder law, asset protection, and income tax planning without sacrificing coverage of traditional core estate planning topics such as GRATS, FLPs, life insurance, planning with trusts, and fiduciary administration.
If you will be attending also, visit Mercer Capital’s booth (D-2).
About Mercer Capital
Mercer Capital is a national business valuation and financial advisory firm founded in 1982. We offer a broad range of valuation services, including corporate valuation, gift, estate, and income tax valuation, buy-sell agreement valuation, financial reporting valuation, ESOP and ERISA valuation services, and litigation and expert testimony consulting. In addition, Mercer Capital assists with transaction-related needs, including M&A advisory, fairness opinions, and strategic alternatives assessment.
