Signature Sponsor Lunch-n-Learn Webinar | Five Valuation-Based Estate Planning Opportunities You Should Know About

Date: Thursday, June 9, 2022
Time: 12:00pm - 1:00pm
Location: Via Zoom
Speaker: Anne Meltzer, Tucker & Meltzer Valuation Advisors

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About the Program:
This presentation will explore five valuation-based estate planning strategies, beyond the usual discounting, that can be used to help your clients achieve their estate planning goals.

About the Speaker: 
Anne Meltzer, CPA/ABV, ASA is a founding member and Managing Director of Tucker & Meltzer. Ms. Meltzer has been providing business valuation services since 2000 for purposes of estate and gift tax planning, employee stock ownership plan (ESOP), corporate planning and advisory, and buy-sell agreements. In addition, she has issued numerous financial opinions in connection with ESOP transactions. Ms. Meltzer has valued companies across a wide range of industries including government contractors, information technology, engineering, breweries, advertising agencies, construction, manufacturing and distribution, insurance, financial advisory, and retail.

Ms. Meltzer has over 30 years of accounting, consulting, and valuation experience. Prior to Tucker & Meltzer, Anne worked at American Express Tax and Business Services and its predecessor firm, Wolpoff and Company, where she was a member of both the Corporate Finance and Healthcare teams developing valuations, complex forecasting models, and offering memoranda.

Logistics:

  • There is no cost to participate.
  • Connection and zoom registration details will be emailed just prior to the event.

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