News

Felicia Foster Joins the Team as an Analyst at Vallit Advisors’ Annapolis Office

Vallit Advisors is pleased to announce the addition of Felicia Foster to the team, who joined the firm’s Annapolis office as an Analyst in December 2021. Felicia will primarily focus on providing dispute advisory, business valuation, and forensic accounting services…

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Managing Member Mark Norris and Analyst Malone Mislak Present at American University

Mark Norris, Managing Member and Malone Mislak, Analyst made a presentation to an undergraduate/graduate class at American University on Tuesday, November 30, 2021. Professor Octavian Ionici from Kogod School of Business invited Norris and Mislak to review an actual business valuation with his…

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Vallit Advisors’ Mark Norris and Zachary Reichenbach Present at October NACVA Chapter Meeting

Mark Norris and Zachary Reichenbach recently presented at the second of three 2021 NACVA Chapter meetings that are being held at the DoubleTree By Hilton in Columbia, Maryland. The session ran from 7:30 am to 2:00 pm on Friday, October…

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Vallit Advisors Enjoys Long Sponsorship Relationship with the BCBA

Vallit Advisors, LLC provides dispute consulting, business valuation, transaction advisory services, and forensic accounting services for law firms, corporate counsel, governmental agencies, public and private entities, and individuals. Mark W. Norris and Charles W. Rains founded the firm in December…

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Vallit Advisors Welcomes Scott Cobb to the Team

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

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

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

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

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

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

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

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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