Energy-Planning

Is It Time for Estate Planning in the Energy Sector?

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What a difference several months can make in financial markets, especially within the…

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Publications

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By Laura E. Anastasio, ASA, CEIV

Valuation of Intangible Assets

By Todd Povlich, ASA

Estate Planning for Private Fund Principals**COVID-19 Crisis Considerations**

By Koji Bratcher, ASA & Joseph C. Hassan, CFA, ASA

Corporate Planning: Navigating “Value” in Times of Choppy Market Activity