Mercer Capital Sponsoring and Nick Heinz Attending the 2019 ACTEC Southern Regional Meeting

Mercer Capital is proud to be a sponsor of The American College of Trust and Estate Counsel (ACTEC) 2019 Southern Regional Meeting in Memphis, Tennessee (April 26 – 28). Nicholas J. Heinz, ASA, senior vice president and leader of Mercer Capital’s Transaction Advisory Group group will be attending the conference.

ACTEC is a non-profit association of lawyers and law professors skilled and experienced in the preparation of wills and trusts, estate planning and probate procedure, and administration of trusts and estates of decedents, minors and incompetents. Its more than 2,500 members practice throughout the United States, Canada, and other foreign countries. The mission of the association is to improve and reform probate, trust and tax laws, procedures, and professional responsibility.

Mercer Capital has been providing valuations for tax compliance since 1982. We offer a diversity of services to clients, including efficient fees for the valuation of partnership and LLC interests, as well as the most comprehensive services for complex entities and business models.

In addition to our corporate valuation services, Mercer Capital provides investment banking and transaction advisory services to a broad range of public and private companies and financial institutions. We have significant experience advising estate planners, wealth managers, boards of directors, management, trustees, and other fiduciaries of middle-market public and private companies in a wide range of industries.

For more information, view our Gift, Estate, and Income Tax Compliance service page.