Timothy K. Bronza, CPA, ASA, Matthew R. Crow, CFA, ASA, Travis W. Harms, CFA, CPA/ABV, and Timothy R. Lee, ASA will be attending the 2025 Heckerling Institute on Estate Planning in Orlando, Florida, during the week of January 13 – 17, 2025.
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 our professionals know.
About Mercer Capital
Business valuations prepared for federal tax transactions are at the core of Mercer Capital’s valuation practice. Since 1982, we have been providing objective valuations for federal estate, gift, income tax, and corporate transactional matters. We are recognized experts in this challenging area of valuation practice.
Mercer Capital is one of the largest independent business valuation and transaction advisory firms in the nation, with a deep bench of seasoned professionals. We have provided thousands of valuation opinions for corporations of all sizes across virtually every industry vertical. With the size of our staff and the firm’s technical and project management expertise, we can handle projects of any size, no matter how complex.
And we understand what the IRS considers important. From corporate income tax planning to transfer tax planning and administration, a federal tax valuation plays a central role in positioning your or your client’s business for success. That is why we take great care to ensure our federal tax valuations are substantiated and well-documented, enabling you to implement effective planning strategies with confidence.
