The Timing is Right for Large Gifts in Light of Pandemic-Induced Lower Equity Values
A Dozen Things to Try to Maintain Physical and Mental Health in Pandemic Times
100 Days and the 10,000 Steps per Day Challenge Continues
Movement Is Therapeutic in a Time of Crisis
80 Days Into the Personal Step Challenge
Nearly 500 Miles and a Million Steps
3 Things Determine the Value of Your (or Any) Business
60 Days, More Than 12 Thousand Steps Per Day, Almost 6 Miles Per Day
You Can Reach Your Goal If You Are Intentional About It
What is a Qualified Appraisal for Charitable Gifting Purposes?
Who is a Qualified Appraiser? What is Form 8283?
Two Tales of Recent Valuation Tangles with the IRS

This Valuation Video recounts two recent disputes over gift/estate tax appraisals with the Internal Revenue Service. In one case, Mercer prepared the original appraisal, which was challenged. In the second matter, Mercer was called to prepare an appraisal for Tax Court because of the unavailability of the original appraiser. You won’t read about either of them anywhere else because they settled quietly and favorably for the taxpayers.
50 Consecutive Days of 10,000 Steps Per Day
Hoping for a Few More Days in the String

There is a great deal of discussion about the benefits of walking 10,000 steps per day. This post focuses on my recent experience of reaching that level of movement for 50 consecutive days. It discusses a few lessons learned from the process, and talks about what to do if life gets in your way of that specific objective. It is still critical for all of us to MOVE!