Gift, Estate, and Income Tax Valuation Insights Newsletter

Business valuations prepared for federal tax transactions are at the core of Mercer Capital’s valuation practice. Since
1982, we have been providing objective valuations for federal estate, gift, income tax, and corporate transactional matters.
We are recognized experts in this challenging area of valuation practice.

This monthly newsletter focuses on current estate planning topics, as well as topics related to current valuation theory.

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CURRENT ISSUE

December 2024

Feature Article

  • Evolving Need for Estate Planning Amid Legislative Shifts

Upcoming Events of Note

  • 59th Annual Heckerling Institute on Estate Planning
  • 12th Annual Florida Tax Institute
  • 2025 ACTEC Annual Meeting