News & Events

Mercer Capital is pleased to share that David Harkins, CFA, CPA, ABV, CFF, will be joining other national business valuation experts in co-teaching the Advanced Business Valuation course at the National Family Law Trial Institute this week in Fort Worth, TX.The National Family Law Trial Institute offers focused training for family law attorneys, jurists, and forensic professionals, with programs centered on trial advocacy and the financial issues that arise in family law matters.The Advanced Business Valuation course provides an in-depth look at valuation issues in divorce and other family law cases, including valuation standards, appraisal approaches, trial strategy, and the role of the financial expert.David Harkins is a Vice President with Mercer Capital and has extensive experience in valuation and litigation support across a wide range of industries. He has worked on hundreds of engagements involving business valuation, family law, commercial litigation, gift and estate tax planning, transaction support, fairness and solvency opinions, and employee stock ownership plans. As a member of Mercer Capital’s Litigation Group, he serves as both a consulting and expert witness in matters involving marital dissolution, shareholder disputes, damages, business litigation, and forensic accounting issues.Mercer Capital regularly supports attorneys and clients with business valuation, income analysis, and litigation support in divorce and related disputes. The firm is proud to support programs that help family law professionals deepen their understanding of business valuation and the role of financial experts in litigation.Additional information about the Advanced Business Valuation course is available on the National Family Law Trial Institute website: https://www.nflti.org/programs/advanced-business-valuation/

Mercer Capital is pleased to serve as a Gold Sponsor of the 2026 Energy Valuation Conference, hosted by the Houston Chapter of the American Society of Appraisers. The conference will take place on Thursday, May 14, 2026, at The Briar Club in Houston, Texas, with both in-person attendance and live webcast options available. Bryce Erickson, ASA, MRICS; J. David Smith, CFA, ASA; and Andrew B. Frew, ASA, ABV, will attend on behalf of Mercer Capital.Now in its 16th year, the Energy Valuation Conference brings together appraisers, accountants, financial analysts, petroleum engineers, and many other professionals working across the energy sector. The conference is designed as a multi-disciplinary forum addressing valuation techniques and issues across the energy industry, including upstream, midstream, downstream, renewables, power generation, tax, governance, and emerging market considerations.This year’s program will address a range of current valuation topics affecting the energy industry, including energy transition, transaction activity, capital markets, and valuation considerations across upstream, midstream, and downstream sectors.Bryce Erickson is a Managing Director at Mercer Capital and leads the firm’s energy industry practice. Since 1998, he has led approximately one thousand engagements across diverse purposes, including gift and estate tax planning, litigation support, mergers and acquisitions, buyouts, buy-sell agreements, financial reporting, purchase price allocation, financing, and business planning. He regularly publishes on oil and gas industry topics in Mercer Capital’s Energy Valuation Insights blog. He is also a contributor to Forbes.com’s Energy sector.J. David Smith is a Senior Vice President at Mercer Capital and a senior member of the firm’s energy practice. He provides valuation services for tax planning, transactional purposes, and financial reporting. David is also a regular contributor to Mercer Capital’s Energy Valuation Insights blog.Andrew B. Frew is a Vice President at Mercer Capital and has nearly 25 years of business valuation experience. He has been involved with hundreds of valuation and related engagements across numerous industries and values businesses and business interests for gift and estate tax, charitable giving, buy/sell agreements, mergers and acquisitions, business succession and exit planning, and litigation support purposes. Andy also contributes regularly to Mercer Capital’s Energy Valuation Insights blog.Mercer Capital works with energy companies, mineral and royalty owners, oilfield services businesses, investors, attorneys, accountants, and other advisors on valuation and financial advisory matters. The firm provides business valuation, asset valuation, litigation support, transaction advisory, financial reporting valuation, and tax valuation services across the energy sector, helping clients address complex financial questions with clear, independent, and well-supported analysis.Mercer Capital looks forward to supporting the conference and connecting with energy valuation professionals and industry leaders in Houston. Additional information about the 2026 Energy Valuation Conference is available at https://energyvaluationconference.org/.For more information about Mercer Capital’s experience and expertise in the oil & gas sector, visit https://mercercapital.com/industries/energy-power/oil-gas/.

Mercer Capital will attend and participate in the 38th Annual American Bar Association Real Property, Trust and Estate (RPTE) National CLE Conference, held April 29–May 1, 2026, in Chicago, IL, at the Loews Hotel. Travis Harms and Tim Bronza will represent the firm, with Harms also participating as a speaker.The RPTE National CLE Conference is one of the ABA’s flagship gatherings for real property and estate planning professionals, bringing together attorneys and advisors for several days of in-person education and discussion. Topics this year range from estate and gift tax planning and charitable strategies involving closely held businesses to real estate transactions and fiduciary considerations, with an emphasis on practical takeaways for day-to-day practice.Harms will serve as a panelist on the session “Fair (Market) Warning: This is Not a Final Determination – Practical Advice from Tax Litigators."Travis Harms is President of Mercer Capital and leads the firm’s Family Business Advisory Services Group. He works with multi-generation family businesses on valuation, financial education, and strategic planning, helping families align ownership structures and long-term objectives.Tim Bronza is Managing Director of Mercer Capital’s Florida office. He has extensive experience valuing business interests for federal gift, estate, and income tax purposes and works with clients and their advisors on complex valuation matters across a range of contexts.Mercer Capital regularly supports attorneys and fiduciaries in these areas through independent valuation and financial advisory services. The firm’s work includes analyses prepared for gift and estate tax planning, succession planning, and dispute resolution, with an emphasis on producing clear, well-supported conclusions that can be used in both planning and adversarial settings.Mercer Capital looks forward to participating in this year’s conference. To learn more about the RPTE conference, visit the event’s website: https://rptecleconference.com/.

Mercer Capital is proud to sponsor the 32nd Annual Advanced Estate Planning Strategies course, a live, in-person CLE event held April 23-24, 2026, at the St. Julien Hotel & Spa in Boulder, Colorado. Representing the firm at the event are J. David Smith, CFA, ASA, and Barbara Walters Price.Presented by TexasBarCLE and cosponsored by the Real Estate, Probate & Trust Law Section of the State Bar of Texas, the course brings together attorneys and advisors for two days of in-depth discussion on advanced estate planning topics. The program features sessions addressing retirement benefits planning under SECURE 2.0, life insurance strategies, multijurisdictional planning considerations, and approaches to minimizing conflict in estate and trust administration.Attorneys attending the course will be focused on navigating increasingly technical planning issues, from evolving transfer tax rules to the practical challenges of administering complex estates. Mercer Capital regularly supports these efforts through valuation analyses used in estate and gift tax planning, charitable giving, and ownership transitions, helping clients and their advisors make informed decisions in high-stakes situations.J. David Smith is a Senior Vice President at Mercer Capital with more than 25 years of experience in business valuation. He provides valuation services for tax planning, transactional purposes, and financial reporting with particular experience in industries including financial services, oil and gas, and biotechnology.Barbara Walters Price serves as Chief Marketing Officer of Mercer Capital and is a member of the firm’s Board of Directors. She leads the firm’s marketing strategy and oversees corporate communications, business development, digital strategy, and thought leadership initiatives.Mercer Capital looks forward to connecting with attendees and contributing to the discussions at this year’s event. To learn more about this in-person CLE course, visit TexasBarCLE’s website: https://www.TexasBarCLE.com/new/?TransferTo=L23823.

Mercer Capital is proud to sponsor the American Bar Association Family Law Spring Conference, taking place in Washington, DC, April 15-18th, 2026. Karolina Calhoun, ASA, ABV, and Kathryn Burke will represent the firm at this year’s event.Hosted by the ABA Family Law Section, the Spring Conference brings together family law practitioners from across the country to discuss the legal and financial issues shaping the practice today. This year’s program includes sessions on business valuation in divorce, income analysis, tax considerations, and other topics that often arise in complex matrimonial matters.Mercer Capital works closely with attorneys and their clients on the financial aspects of family law cases. The firm provides business valuation, income analysis, and forensic accounting services in divorce and related disputes, helping clients understand the value of marital assets, evaluate cash flow for support, and navigate issues involving business ownership and financial reporting. Mercer’s analyses are designed to be clear, well-supported, and useful in both negotiation and litigation.Karolina Calhoun is a Senior Vice President at Mercer Capital and an experienced valuation professional specializing in litigation and family law matters. She provides business valuation and financial consulting services in the context of divorce, shareholder disputes, and other complex engagements. Karolina works closely with attorneys and their clients to analyze financial issues, deliver well-supported conclusions, and communicate findings clearly in both negotiation and courtroom settings.Kathryn Burke is a Senior Financial Analyst at Mercer Capital. She provides valuation and forensic services across a range of engagements, including litigation support, marital dissolution matters, financial reporting, and transaction advisory.Mercer Capital looks forward to engaging with attorneys and other professionals at this year’s conference. Additional information about the event is available on the ABA website: https://events.americanbar.org/event/c57cffc7-a626-4ef5-839c-0476cafc08d1/summary.

Mercer Capital is pleased to sponsor the 13th Annual Florida Tax Institute, which will be held April 8–10 at The Ritz-Carlton Orlando, Grande Lakes in Orlando, Florida. Tim Bronza, CPA, ASA; Tom Insalaco, CFA, ASA; and Barbara Price will attend on behalf of the firm.More than a conference, the Florida Tax Institute is widely recognized as a leading educational forum for attorneys, accountants, trust officers, estate planners, and financial advisors. This year’s program features nationally respected speakers addressing timely developments in federal and state taxation, estate and gift tax planning, business tax matters, and emerging regulatory considerations. Sessions are designed to offer practical insights that professionals can apply directly in their client work.Tim Bronza serves as Managing Director of Mercer Capital’s Florida office. He has extensive experience valuing business interests for federal gift, estate, and income tax purposes and leads sophisticated valuation engagements across corporate and fiduciary contexts.Tom Insalaco is a Senior Vice President in Mercer Capital’s Florida office. Since 2008, Tom has performed valuation analyses across a broad range of industries, assisting attorneys, fiduciaries, and financial professionals with estate planning, exit planning, and transaction-related matters.Barbara Walters Price serves as Chief Marketing Officer of Mercer Capital and is also a member of the firm’s Board of Directors. She leads the firm’s marketing strategy and oversees corporate communications, business development, digital strategy, and thought leadership initiatives.Mercer Capital’s sponsorship reflects the firm’s ongoing commitment to supporting the tax and estate planning communities in Florida and beyond. Learn more about the event at https://www.floridataxinstitute.org/

Mercer is proud to again sponsor the Transitions Spring 2026 conference presented by Family Business Magazine, taking place March 18-20th at The Vinoy Resort & Golf Club in St. Petersburg, Florida.Transitions brings together family business owners, executives, and next-generation leaders from across the country for meaningful conversations about what it really takes to move a business forward. Through keynote presentations, small-group discussions, and informal networking, attendees explore practical approaches to governance, ownership, leadership development, and succession.Supporting this conference reflects Mercer’s ongoing work with family enterprises as they navigate pivotal moments of change. From succession planning to ownership alignment, Mercer partners with families to bring clarity to complex financial decisions and help position both the business and the family for long-term continuity.Travis Harms, President of Mercer Capital, will attend on behalf of the firm. He leads the firm’s Family Business Advisory Services Group, where he focuses on valuation, financial education, and strategic financial consulting for multi-generation family businesses. With more than 25 years of experience, Travis helps family shareholders, boards, and management teams navigate key financial realities and opportunities in support of thoughtful transitions and long-term success.For registration details, agenda highlights, and general information about Transitions Spring 2026, visit the event’s official website at https://events.familybusinessmagazine.com/event/TS26/home.

Mercer Capital is pleased to again sponsor the American College of Trust and Estate Counsel’s (ACTEC) 2026 Annual Meeting, taking place March 4–8, 2026, in Tampa, Florida. As a valued partner in the trust and estate planning community, Mercer Capital is proud to support this premier event, which brings together leading legal and financial professionals to explore today’s most pressing issues in trust and estate law, planning, and related advisory matters.The ACTEC Annual Meeting features an extensive program of professional seminars, committee sessions, and networking activities, hosted at the JW Marriott Water Street and the Tampa Marriott Water Street in Tampa Bay. Attendees can engage in deep dives on emerging legal trends, practical planning strategies, and peer-to-peer dialogue throughout the week.Mercer Capital’s Travis W. Harms, CFA, CPA, ABV; Timothy K. Bronza, CPA, ASA; and Thomas C. Insalaco, CFA, ASA will be attending this year. Their participation reflects the firm’s deep commitment to ongoing education and to providing thoughtful and objective valuation, tax, and advisory insight to the trust and estate community.Travis Harms is President of Mercer Capital and leads the firm’s Family Business Advisory Services Group. With deep expertise in valuation for gift, estate, and income tax planning, Travis provides strategic financial consulting and education to multi-generation family businesses, helping align financial realities with long-term succession goals.Tim Bronza serves as Managing Director of Mercer Capital’s Florida office. He brings extensive experience valuing business interests for federal gift, estate, and income tax purposes supporting sophisticated valuation assignments across corporate and fiduciary contexts.Tom Insalaco is a Senior Vice President in Mercer Capital’s Florida office. Since 2008, Tom has performed valuation analyses for a broad range of industries, assisting attorneys, fiduciaries, and financial professionals with estate planning, exit planning, and transactional valuation needs.Mercer Capital looks forward to seeing old friends and making new ones during the meeting. For more information about Mercer Capital’s Gift, Estate, and Income Tax Compliance practice, click here.

David W. R. Harkins, CFA, ABV is co-presenting at the 2025 NADC Annual Member Conference on May 6, 2025, in Naples, Florida.He will be presenting alongside David Blum, JD of Akerman LLP, and John Davis, CPA and Mike Toth, CFA of Haig Partners. Their presentation is titled "2026 Estate Tax Cliff – Why Auto Dealers Need to Revisit their Estate Plan"David Harkins is a Vice President at Mercer Capital. He has been involved with hundreds of valuation and litigation support engagements in a diverse range of industries on local, national, and international levels. As the leader of the firm’s Auto Dealership Industry team, David publishes research on valuation issues in the newsletter Value Focus: Auto Dealer Industry. He also contributes regularly to Mercer Capital’s Auto Dealer Valuation Insights Blog. As a member of Mercer Capital’s Litigation team, he provides both valuation and lifestyle analyses in addition to preparing attorneys and clients for various aspects of the marital dissolution process.