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