Webinar: What's Happening Now in the "New Normal" - Estate, Gift and Philanthropic Planning in the COVID-19 Environment?

Jerry, chair of the firm's International Taxation and Wealth Planning Practice Group, is a nationally recognized tax lawyer who advises clients on income tax matters, including foreign taxation of U.S. businesses and U.S. taxation of foreign businesses and investors. He is frequently referred matters from outside law and accounting firms on choice of entity issues related to domestic or foreign business operations, structuring as well as assisting in the negotiation of mergers and acquisitions, both taxable and non-taxable, joint ventures, financings, workouts and recapitalizations. He has advised domestic and foreign public and private business entities, including private equity firms and hedge funds. Jerry also advises clients on tax and related matters as well as on tax disclosures required for SEC filings, IPOs and reserves for contingent tax liabilities. His legal representation extends to the domestic and international wealth planning areas, where he represents high net worth individuals, including non-residents, as well as non-citizen residents of the U.S., on both U.S. and foreign income and wealth tax matters.

Jerry regularly represents clients before the Internal Revenue Service, including trials before the U.S. Tax Court, the Court of Federal Claims, federal district courts and the Eleventh Circuit Court of Appeals, on a variety of tax matters. He has also represented taxpayers in both income and estate tax cases at the state level. Taxpayers also rely on his counsel for potential criminal tax investigation arising out of an audit or referral to the Criminal Investigation Division of the IRS. Notably, Jerry represented the Tax Section of the Florida Bar in filing an amicus curiae brief before the U.S. Supreme Court in a landmark tax case, Commissioner v. Estate of Hubert, 520 U. S. 93 (1997).

Tom serves as the President and Managing Director for Corporate Valuation Advisor’s, Inc. Serving in this capacity, Tom is responsible for developing the corporate growth, marketing and sales strategies as well as developing and maintaining client relationships for all types of valuation engagements including, but not limited to: Business Enterprise Valuations, Purchase Price Allocations, Stock and Stock Option Valuations, and Ad Valorem Tax Services. He is also a principal shareholder of the Company.

Tom spent over 20 years of his career at Fortune 500 Company Pitney Bowes, working primarily in the marketing, sales, and finance divisions. Tom’s key leadership responsibilities included the management of customer marketing, customer satisfaction, business development, and business process improvement. Tom completed studies at Harper College and Northwestern University’s Kellogg School of Management.

Tom’s been married to his wife Meg for over 35 years, has three grown children that he is very proud of, and two new grandchildren that are the apple of his eye. His hobbies include good music, bad golf, and following all of the college and professional sports teams in Wisconsin. His favorite time is spent with his family and friends.

Mr. Volkman serves as the Managing Director of Financial Valuation Services. In that capacity, he is responsible for the performance and management of all financial valuation engagements undertaken by the Company. He has performed appraisals of the capital stock of a wide array of industries and his appraisals have been relied upon for purposes related to Fairness Opinions, Solvency Opinions, Restructurings and Recapitalization, establishment and continuation of Employee Stock Ownership Plans, Acquisition and Divestitures and Estate Planning.

Mr. Volkman also has considerable experience in the valuation of intangible assets. His appraisals have included complex patented and non-patented technologies as
well as agent contracts with actors, musicians and professional sports figures. The nature of his work has required that he provide expert testimony on numerous occasions in support of his value conclusions.

Mr. Volkman received a Masters Degree in Finance from the University of Wisconsin and is a Senior Member of the American Society of Appraisers designated in Business Valuation. He is also a principal shareholder of the Company.

Frank serves as the National Director, Business Development of Corporate Valuation Advisors, Inc., (“CVA”). Mr. Marcucci is responsible for client development efforts in securing new markets within the Northeast Corridor, the Midwest, Canada, Europe and Asia. The majority of Frank’s new and existing
clientele are Fortune 500, public and private company clients, closely held enterprises, private equity, investment banking, trust & estate planners, law and accounting firms and their advisors. Frank has a 25+year track record of managing the maintenance and growth of key client relationships, as well as
the development and implementation of appropriate strategies and goals critical to the firm’s long term success.

Prior to joining Corporate Valuation Advisors, Mr. Marcucci was a National Director for EAC Valuations, LLC. His background also includes senior positions at Management Planning, Inc., and Enterprise Appraisal Company.

Mr. Marcucci attended Villanova University, Montgomery County Community College, Admiral Farragut Academy, and is continuing education through valuation seminars and conferences. He has professional society memberships with The Association for Corporate Growth (ACG) – New York & Philadelphia. Frank is a Member of the ACG New York Board of Directors, the ACG New York Cares, Board of Directors and Chair of ACG New York's Ambassador Committee. Frank is also a member of The Philadelphia Estate Planning Council (PEPC), Chief Financial Officer Network (CFO), The Estate Planning Council of Delaware (EPCD) and the Wilmington Tax Group (WTG).