Estate planning for business owners sometimes coincides with a potential sale of the business. How should estate planners approach valuation in this uncertain environment, and what does the IRS expect? This webinar walks estate planners through the valuation complexities of transferring the business or interests in the business during an M&A process.
Karolina Calhoun, CPA, ABV, CFF, Senior Vice President, and David W. R. Harkins, CFA, CPA, ABV, CFF will present the session “Getting Personal with Personal Goodwill. In addition, Z. Christopher Mercer, FASA, CFA, ABAR, Chairman, will address “The Future of the Business Valuation Profession.”
Jeff Davis, CFA, Managing Director, will participate on the panel “Beyond CRT – Credit Insurance as a Tool for U.S. Regional Banks” at SCI’s Regional Bank-CRT Forum in New York on September 10, 2025.
Mercer Capital is pleased to announce that two professionals have been promoted to Senior Financial Analyst: Koby S. Allen and Luke Tanner.
Mercer Capital is excited to welcome two financial analysts to our team: Ms. Jade Harrison and Mr. Reese Sellers.
Mercer Capital is proud to sponsor and attend the 43rd Annual Attorney/Trust Officer Liaison Conference. Mercer Capital’s J. David Smith and Thomas C. Insalaco will be attending.
Kathryn Burke, CPA has earned the right to use the Accredited in Business Valuation (ABV) designation.
Z. Christopher Mercer, FASA, CFA, ABAR will be presenting an AICPA webinar with Serena Morones, CPA, ASA, ABV, CFE of Morones Analytics on Tuesday, June 17, 2025 at 2pm CDT. Their session is titled “The Future of the Valuation Profession.”
Mercer Capital is proud to be sponsoring and attending the Texas Bar’s 49th Annual Advanced Estate Planning and Probate Course. The conference will be held June 4-6, 2025 in San Antonio, Texas. Two of Mercer Capital’s professionals, Bryce Erickson, ASA, MRICS and Andrew B. Frew, ASA, ABV will be in attendance.
Lucas M. Parris, CFA, ASA-BV/IA is participating in the panel “The Human Side of Business: Building Strong Client Relationships” at the upcoming 2025 ASA Beyond Valuation – Professional Development and Growth Conference on May 29, 2025.
Mercer Capital is proud to be sponsoring and attending the 2025 AAML National Family Law Conference. The conference will be held April May 15-17, 2025, in Dallas, Texas and Mercer Capital’s Karolina Calhoun, CPA, ABV, CFF and Kathryn Burke, CPA are attending.
Mercer Capital is proud to sponsor and attend the ASA Houston Chapter’s 2025 Energy Valuation Conference on May 15th, 2025 in Houston, Texas, and virtually online. Mercer Capital’s Bryce Erickson, ASA, MRICS, J. David Smith, ASA, CFA, and Andrew B. Frew, ASA, ABV will be attending.
Thomas C. Insalaco, CFA, ASA is presenting a webinar sponsored by Trustate for their subscribers on April 30, 2025, at 12:00 PM CDT. His webinar is titled “Navigating Business Valuations: Batten Down the Hatches.”
Mercer Capital’s Travis Harms and Timothy K. Bronza will be presenting at the Cornell Estate Planning Practicum in Ithaca, New York from April 27-28, 2025.
David W. R. Harkins, CFA, ABV is co-presenting at the 2025 NADC Annual Member Conference on May 6, 2025, in Naples, Florida.
Karolina Calhoun, CPA, ABV, CFF is co-presenting at the 47th Annual AAML Florida Chapter Institute on April 25, 2025, in Tampa, Florida on “Beyond the Balance Sheet: Expert Insights on Personal Goodwill and More within Business Valuations.”
Thomas C. Insalaco, CFA, ASA is presenting an educational webinar to Trustate on April 3, 2025, at 12:00 PM CDT. His webinar titled “Navigating Business Valuations: The Calm Before the Storm.”
Mercer Capital’s Travis W. Harms, CFA, CPA/ABV is attending STEP’s 20th Annual International Estate Planning Institute in New York, New York on March 27-28, 2025.
Karolina Calhoun, CPA, ABV, CFF and Kathryn Burke, CPA are presenting with Mark Hand of Hancock Askew in a Business Valuation Resources webinar on March 27, 2025, at 12:00 PM CDT. Their presentation is titled “Personal vs. Enterprise Goodwill in Valuations for Divorce.”
Mercer Capital is proud to be sponsoring, exhibiting, and attending at the ACTEC 2025 Annual Meeting. Three of Mercer Capital’s professionals, Timothy K. Bronza, CPA, ASA, Matthew R. Crow, CFA, ASA, and Travis W. Harms, CFA, CPA/ABV will be in attendance.
Brooks K. Hamner, CFA, ASA will be speaking on a panel at Dimensional’s Deals and Succession Conference on March 5, 2025 in Charlotte, North Carolina.
We are proud to announce that Karolina Calhoun, CPA, ABV, CFF has been recognized by the Memphis Business Journal’s Women Who Lead in professional services.
Mercer Capital is proud to be sponsoring, exhibiting, and attending the 2025 Florida Tax Institute. The conference will be held February 5-7, 2025 in Tampa, Florida.
Mercer Capital is pleased to announce the addition of Thomas C. Insalaco, CFA, ASA to our team as a Senior Vice President in the Winter Park, Florida office.