Archive for September 2021
Tax Plan will Take a Bigger Bite Out of 2022 Estates
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…
Read MoreVallit Advisors Welcomes Analyst Colleen Brown to the Firm
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…
Read More