Nicholas J. Heinz, ASA and Samantha L. Albert, ASA, ABV are attending the 2023 Southern Federal Tax Institute in Atlanta, Georgia, held on October 30, 2023 – November 3, 2023.
The Southern Federal Tax Institute, Inc. is a non-profit corporation organized for the exclusive purpose of developing and presenting a professional annual Institute covering current federal tax problems and issues for the practitioner who must frequently anticipate and handle federal tax matters.
Nick has extensive experience in providing valuation and corporate advisory services for purposes including estate and gift tax planning and compliance matters, mergers and acquisitions, fairness opinions, solvency opinions, employee stock ownership plans, buy-sell agreements, and corporate planning and reorganizations.
Samantha also has experience in providing valuation and corporate advisory services for purposes including estate and gift tax planning and compliance matters, fairness opinions, employee stock ownership plans, buy-sell agreements, corporate planning and reorganizations, and financial reporting. She also works regularly on complex valuation assignments related to litigated matters.
