Crow and Heinz Speaking at 2015 Southern Federal Tax Institute

Matthew R. Crow, CFA, ASA, president, and Nicholas J. Heinz, ASA, senior vice president will present “Personal Goodwill Matters To Your Clients” at the Thursday mid-day program (October 22th) at the Southern Federal Tax Institute.

Originally a concept that grew up in divorce court, distinguishing the value of personal goodwill from the value of the enterprise is now becoming established as a relevant tax concept in transactions and gift/estate matters.  They will walk through a conceptual history of personal goodwill, highlight relevant court cases, give a brief overview of the valuation concepts, and focus on identifying opportunities to utilize the identification of personal goodwill as a tax strategy.

Mercer Capital, an Institute Sponsor, is exhibiting and Laura J. Stevens, CFA, Vice President, is also attending.

For more information about the Institute, click here.