WASHINGTON, D.C. ESTATE PLANNING COUNCIL

 Thank you to our meeting sponsor

Program Description and Benefits: 
Please join us for a panel discussion on the on-going pandemic’s impact on business and asset valuations and whether continuing uncertainty presents gift and estate tax planning opportunities.  Panel members will also touch on lessons to be learned from the past two years of accelerated gift making and what the estate planning community should remember moving forward.

We will utilize breakout rooms to all attendees to engage in small-group discussion with the panelists.

Speaker Biographies:
Margaret A. Fischer, CFA, ASA is the Chief Executive Officer and a Managing Director of Cortland Valuation Group, Inc. (“CVG”), with more than 30 years experience in valuation and transaction advisory services. She is responsible for corporate operations, providing functional support across the organization. Margaret also co‐chairs CVG’s oversight committee for the firm’s valuation technical standards. She plays an active role in working closely with clients, providing authoritative oversight to the valuation engagement leaders.

Anne Meltzer, CPA/ABV, ASA is a founding member and Managing Director of Tucker & Meltzer with more than 30 years experience in accounting, consulting and valuation. Anne 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.  

Radd L. Riebe, JD, ASA, AEP® is a Managing Director in the Valuation Advisory group. He has extensive experience in the firm’s Trust and Estate Advisory Services group. Radd’s business valuation experience over 35 years encompasses a wide range of industries, over 3,000 engagements, and has been performed for numerous purposes including fairness opinions, estate and gift taxation, ESOPs, marital dissolutions, stock option grants, recapitalizations, blockage opinions, buy -sell agreements, mergers & acquisitions, Subchapter C to Subchapter S conversions, and other tax, corporate, and litigation related matters.

R. CHRISTOPHER ROSENTHAL, CPA/ABV/CFF, ASA, AEP® is a managing member at Vallit Advisors, with more than 30 years of dispute consulting, forensic accounting, and valuation experience. Chris’s practice is focused on dispute consulting and expert witness testimony in a wide variety of complex litigation matters. His clients include law firms, corporate counsel, government agencies, public and private entities, and individuals.
 

Logistics:

• Fees: No cost for active members; $25 for guests and emeritus members
• Connection and zoom registration details will be emailed just prior to the event.
• ​Participant video and audio will be muted during the presentation.