The 3-day Institute features programming devoted to individual income tax, entity tax, and estate planning. Attorneys, trust officers, accountants, insurance and financial planners, and planned-giving professionals from across Florida and the United States will be attending.
Atticus Frank is a Vice President at Mercer Capital and a member of Mercer Capital’s Family Business Advisory Services Group. As a member of this Group, he helps family shareholders, boards, and management teams align their perspectives on the financial realities, needs, and opportunities of the business. Atticus also has valuation experience in engagements related to corporate planning and reorganizations, financial reporting, fairness opinions, litigation support, employee stock ownership plans, and estate and gift tax planning and compliance matters.