Archive for May 2021
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…
Read MoreBrian 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…
Read MoreVallit 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…
Read MoreBiden 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…
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