Travis W. Harms, CFA, CPA/ABV and Timothy R. Lee, ASA will be attending the 2023 Heckerling Institute on Estate Planning in Orlando, Florida, during the week of January 8 – 12, 2024.
The Heckerling Institute on Estate Planning is the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team.
The Institute covers topics of timely interest to attorneys, trust officers, accountants, charitable giving professionals, elder law specialists, wealth management professionals, and nonprofit advisors.
The educational programming, presented by the nation’s leading experts, offers comprehensive coverage of today’s most important tax and non-tax planning issues and offers practical guidance on planning effectively in an unpredictable economic and legal environment. The Recent Developments Panel analyzes the significant tax and non-tax developments of 2023 and provides valuable insights on what might lie ahead. The same panel of experts reconvenes later in the week to answer questions from attendees. During the remainder of the week-long program, attendees can benefit from presentations covering a broad range of advanced-level planning topics, or can customize their educational experience with the following specialized program tracks:
• Focus Series – Practical Tools Every Planner Should Know
• Planning with Trusts
• Business and Financial Assets
• Litigation
• Charitable Giving and Philanthropy
• International Planning
• Ethics, Technology, Diversity, and Elimination of Bias
• Fundamentals
If you will be attending also, let Travis and Tim know.
About Mercer Capital
Mercer Capital is a national business valuation and financial advisory firm founded in 1982. We offer a broad range of valuation services, including corporate valuation, gift, estate, and income tax valuation, buy-sell agreement valuation, financial reporting valuation, ESOP and ERISA valuation services, and litigation and expert testimony consulting. In addition, Mercer Capital assists with transaction-related needs, including M&A advisory, fairness opinions, and strategic alternatives assessment.
