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Considerations of Tax and Valuation Issues During COVID in 2021

Webinar Date & Time

December 3, 2020 @ 12:00 pm - 1:15 pm

Topic:

We have had a tumultuous 2020 that has brought us new challenges, issues and trends that are unprecedented. The COVID-19 pandemic and politics have certainly played a role in this. This webinar will explore tax and valuation issues in 2021 and specifically address continuing issues relating to the COVID-19 pandemic. The webinar will also address key changes and considerations when looking at new tax plans in 2021 under the next presidential administration. In addition, the presenters will examine critical valuation issues and trends expected in 2021 and how it affects business owners as well as estate and gift taxes.

 

Moderator:

  • Mark W. Norris

Mark W. Norris, CPA/ABV, CVA, MAFF, ASA is a managing member with Vallit Advisors, LLC. He has an extensive and diverse background in finance, accounting, litigation services, capital transactions and valuation theory that allows him to provide the best services for our clients across various industries. Learn more about Mark here. 

 

Panelists:

  • Zachary C. Reichenbach

As a Director at Vallit Advisors, Zachary C. Reichenbach, CFA, CPA/ABV/CFF offers immeasurable experience in providing expert witness services for matters in both state and federal courts. Learn more about Zachary here.

  • Mary-Kay Leary

Mary-Kay Leary, CPA, MST is a partner with Fitzpatrick, Leary & Szarko and the leader of the Firm’s tax department. She works closely with privately-held businesses and their owners in various industries including technology, retail, manufacturing & distribution, and professional service firms, including legal and medical practices. Learn more about Mary-Kay here.

  • James A. List

James A. List is an experienced business, estate planning and trial attorney with over 30 years of experience who represents Mid-Atlantic companies and families. Corporate governance, business entity formation, strategic partnerships, stock and asset sales, tax planning, estate planning, employment agreements, real estate leasing and transactions, succession planning, contract negotiation and commercial litigation are among the services that he provides to clients. Learn more about James here.

Webinar Hosts

Organizers

Anne Arundel Bar Association
Baltimore County Bar Association
Bar Association of Baltimore City
Bar Association of Montgomery County
Howard County Bar Association
Prince George’s County Bar Association
Vallit Advisors