Mercer Capital’s Travis W. Harms, CFA, CPA/ABV and Timothy K. Bronza, CPA, ASA will be presenting at the Cornell Estate Planning Practicum in Ithaca, New York on April 28, 2025.
They will each present a session on the topic of typical estate planning challenges, with a focus on planning and administration of closely held businesses.
Travis Harms is the President of Mercer Capital, a senior member of of the firm’s Estate, Gift, and Income Tax Valuation Group, and leads the Family Business Advisory Services Group. His practice focuses on providing financial education, valuation, and other strategic financial consulting to multi-generation family businesses. The Family Business Advisory Services Group helps family shareholders, boards, and management teams align their perspectives on the financial realities, needs, and opportunities of the business. Additionally, Travis is a regular contributor to Mercer Capital’s blog, Family Business Director and the tax-focused Value Matters® newsletter.
Tim Bronza is a Managing Director with Mercer Capital and a senior member of the firm’s Estate, Gift, and Income Tax Valuation Group. Tim has been involved in valuing business interests for over 25 years for a variety of purposes, including federal gift, estate and income taxation, strategic business planning, business transactions and litigation, dissenting shareholder actions, buy-sell agreements, shareholder redemptions and other purposes, with an emphasis on valuations prepared for corporate and federal tax transactions and pre-liquidity planning. Tim contributes to the firm’s Value Matters® newsletter. Prior to joining Mercer Capital, Tim was the President of Business Valuation Analysts. In September 2024, Business Valuation Analysts joined with Mercer Capital Management, Inc.
