News

Vallit Advisors Welcomes Scott Cobb to the Team

October 13, 2021

Below, Scott and Chris discuss their reunion as well as the experiences that Scott has gained in the years since their days at Ellin & Tucker. They also cover the opportunities that budding professionals in the valuation, auditing and dispute…

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Tax Plan will Take a Bigger Bite Out of 2022 Estates

September 21, 2021

R. Christopher Rosenthal, CPA/ABV/CFF, ASA, AEP | Brian Broxterman, CFA, ASA | Zachary Reichenbach, CFA, CPA/ABV/CFF The House Ways & Means Committee released its tax proposals on September 13, 2021 (the “Tax Plan”). There are several provisions in the plan…

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Vallit Advisors Welcomes Analyst Colleen Brown to the Firm

September 21, 2021

Recent graduate Colleen Brown is the newest member to join the team at Vallit Advisors. In her position as Analyst, Colleen is focused on providing valuation, dispute resolution and forensic accounting support for our firm.  Prior to joining our team,…

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Hammond Begins Full-Time Position as Analyst at Vallit Advisors

June 21, 2021

After completing a 20-month internship at Vallit Advisors, Matthew B. Hammond joined the team full-time as an Analyst in June 2021. Matt focuses on providing services for business valuation, economic damages and forensic accounting. He also assists in the development…

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Vallit Advisors Welcomes Manager Harry G. Sturgis to the Firm

May 25, 2021

Vallit Advisors continues to celebrate steady growth with the addition of Manager Harry G. Sturgis, CPA/ABV, ASA, to the firm. With over nine years of valuation, forensic accounting and dispute consulting experience, Harry has extensive experience in performing analysis for…

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Brian Van Pelt Achieves Accredited Member (AM)-Business Valuation Certification

May 20, 2021

The Managing Members of Vallit Advisors would like to extend their congratulations to Senior Analyst Brian Van Pelt on his advancement to Accredited Member (AM)-Business Valuation. Brian’s accreditation was officially approved by the American Society of Appraisers’ International Board of…

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Vallit Advisors Officially Trademarks Logo and Name with the Federal Government

May 10, 2021

The Managing Members at Vallit Advisors are pleased to announce that the firm has registered the Vallit Advisors logo as a trademark with the federal government. This was an important step for our firm as it continues to grow and…

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Biden Administration’s Tax Changes May Impact Estate Planning

May 3, 2021

Although nothing has been finalized and presented to Congress, the Biden administration has referenced various proposed tax changes as follows:   Raise the top marginal federal income tax rate to 39.6%. Increase taxes on capital gains. Subject unrealized capital gains…

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Managing Member R. Christopher Rosenthal Re-Appointed to the SEED School of Maryland Board of Trustees

March 5, 2021

The Managing Members of Vallit Advisors would like to extend their congratulations to R. Christopher Rosenthal on his re-appointment to the SEED School of Maryland Board of Trustees. Chris was re-appointed by Governor Hogan for his second three-year term. His…

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Supervisor Brad Muir Obtains Accredited in Business Valuation (ABV) Credential

February 19, 2021

The Managing Members at Vallit Advisors are pleased to announce that Brad Muir, Supervisor, recently earned the Accredited in Business Valuation (ABV) credential.   The ABV credential is obtained after becoming a member of the American Institute of Certified Public…

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Rebecca Tuck Joins Vallit Advisors as Office Manager

January 28, 2021

The Managing Members at Vallit Advisors are pleased to announce that due to the firm’s substantial growth over the last two years, Rebecca Tuck is joining the firm, assuming the position of Office Manager. Rebecca has over 20 years of…

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Senior Analyst Nicole Dell Obtains Her Certified Fraud Examiner (CFE) Credential

January 22, 2021

The Managing Members at Vallit Advisors are pleased to announce that our very own Nicole Dell, Senior Analyst, recently obtained her Certified Fraud Examiner (CFE) credential.    The CFE credential is obtained after becoming a member of the Association of…

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