The Perfect Storm / Unexpected Windfall for Estate and Gift Tax Planning

COVID-19 and the 2020 Election

March 25, 2020

COVID-19 represents a new challenge for our country and the world. The S&P 500 index is down 30% since February, businesses and schools are being forced to close, and the healthcare system is preparing for the worst. Despite the sobering…

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Vallit Advisors & COVID-19

March 19, 2020

In light of the rapid evolution of COVID-19, the team at Vallit would like to assure our clients, friends, colleagues and their families that we are actively taking precautions aimed at lessening the spread of COVID-19. Thankfully, because of the…

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Case Study—Royalties and Lost Profits from Intellectual Property Infringement

March 2, 2020

Theory into Practice In our literature and at professional conferences, we often discuss the theoretical aspects of our work. For lost profits this includes discussions on the best method for valuing lost profits (before and after, yard stick, but for) or the…

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Business Valuation – Working Capital Analysis

January 21, 2020

Authored By: Mark W. Norris, Partner The analysis of working capital tends to be overlooked by many valuation analysts.  If the underlying theory includes a “hypothetical buyer”, an analysis of working capital as of the valuation date is warranted.  Most,…

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Vallit’s Nicole Dell Promoted to Senior Forensic Accounting Analyst

January 17, 2020

The Managing Members at Vallit Advisors are pleased to announce that Nicole B. Dell has been promoted from Forensic Accounting Analyst to Senior Forensic Accounting Analyst. With Nicole’s new title comes new responsibilities at the firm. These new duties include…

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Vallit Advisors Continues to Grow with the Addition of Bradford Muir as Supervisor

December 17, 2019

The Managing Members at Vallit Advisors, LLC are pleased to announce that Bradford Muir (Brad) has joined Vallit as a Supervisor, contributing to the rapid growth of the firm in recent months. Bradford has experience in complex dispute and forensic…

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Andrew J. Schmidt Joins Vallit Advisors as an Analyst

December 4, 2019

The Managing Members at Vallit Advisors are excited to announce the inclusion of Andrew J. Schmidt, MS, to our team. He will be joining the firm as an Analyst. A recent graduate of Stevenson University, Schmidt received his Master of…

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Vallit Advisors Welcomes Zach Reichenbach as Director

October 23, 2019

The business valuation and dispute consulting advisors at Vallit are pleased to announce the addition of Zach C. Reichenbach, CFA and CPA/ABV/CFF, as the newest Director to the firm. Reichenbach will be working primarily in the Mid-Atlantic region. This growth…

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Nicole Dell Completes Master of Science in Forensic Accounting Program

September 6, 2019

One of the members of Vallit Advisors’ staff, Nicole Dell, has recently completed her Master of Science in Forensic Accounting graduate program at Stevenson University. She finished the program in August 2019, and will participate in the official commencement ceremony…

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NACVA Names Mark Norris To Its Litigation Forensics Board

July 3, 2019

The National Association of Certified Valuators and Analysts® (NACVA®), the organization that has trained over 35,000 CPAs and other valuation and consulting professionals in the field of business valuation and financial forensics, today announced that Mark Norris has been named…

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Statement On Standards for Forensic Services

June 13, 2019

We’re pleased to provide a summary of the AICPA’s newly created Standards for Forensic Services. Two of our team members, Harry Sturgis and Nicole Dell presented about these new standards at the MACPA Forensic Valuation Conference. To see a copy…

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Family Law and Divorce Tax – Revisited

April 3, 2019

By: Kris Hallengren, CPA/ABV, CFF, ASA, MSF The Tax Cuts & Jobs Act of 2017 (“TCJA”) was enacted on December 22, 2017 as part of the Fiscal Year 2018 Budget Reconciliation Resolution. Several provisions of the TCJA will impact individuals,…

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