Mercer Capital’s Travis W. Harms, CFA, CPA/ABV is attending STEP’s 20th Annual International Estate Planning Institute in New York, New York on March 27-28, 2025. Harms will join trust and estate practitioners, bankers, and accountants from around the world to hear industry leaders exchange ideas and discuss developments in estate planning.
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.
