Three of Mercer Capital’s professionals are on the agenda to speak at the 2021 MNCPA Business Valuation Conference hosted by Minnesota Society of Certified Public Accountants (MNCPA). This event will be held virtually on November 1, 2021.
Bryce Erickson, ASA, MRICS, and Atticus Frank, CFA will present on the topic: Advanced Valuation in Gift and Estate Tax. In this session, Bryce and Atticus aim to help viewers understand key issues in gift and estate tax so that they can facilitate smoother engagements and better outcomes for their clients.
For over 100 years, the not-for-profit professional organization, MNCPA, has offered services and professional development for CPAs and other accounting professionals.
Bryce, Senior Vice President, has been involved with hundreds of valuation and related engagements since his entry into the valuation profession in 1998. These engagements have been conducted for the purposes of mergers and acquisitions, buyouts, buy-sell agreements, financial reporting, estate and gift taxes, allocation of purchase price, litigation support, financing, and business planning.
Atticus is a Senior Financial Analyst with Mercer Capital. Atticus has valuation experience in engagements related to corporate planning and reorganizations, financial reporting, fairness opinions, litigation support, employee stock ownership plans, and estate and gift tax planning and compliance matters.
In addition to Bryce and Atticus, Z. Christopher Mercer, FASA, CFA, ABAR, Founder and Chairman, will participate on the panel “Hot Topics in Valuation.” In this session, recognized experts answer pressing questions about business valuations in our current economic environment.
Chris began his valuation career in the late 1970s. He has prepared, overseen, or contributed to hundreds of valuations for purposes related to tax, ESOPs, buy-sell agreements, and litigation, among others. In addition, he has served on the boards of directors of several private companies and one public company. He enjoys working with business owners to address ownership transition issues.
