Helping Your Clients Build Value in Their Businesses - Capital Area Chapter Meeting - Feb. 16, 2012

Feb 16, 2012 05:30pm -
Feb 16, 2012 07:30pm

Event Description

Helping Your Clients Build Value in Their Businesses 

A discussion on the key factors buyers look for when valuing a business.


Presented by: F. Carter Heim

President - HeimLantz 


Hosted by: 

 HeimLantz Logo

Northeast Regional Education Conference

Historic Inn Annapolis
April 27-29, 2012
Annapolis, MD





AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and qualify for credit both as CPE and CLE. The decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.


Accounting CPE/Legal CLE/MCLE  

The AAA-CPA is  registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: A brochure with full details of the program is available from the association at 888-288-9272. This program meets the NASBA standards of 1 (50 minute) hour of instruction. If you require CLE in a state not mentioned, please call our national office and we will do our best to arrange for credit in your state. 





Program Details

Date: Thursday, February 16, 2012

Time: 5:30pm - 7:30pm (hors d'oeuvres and beverages provided) 


Location: Offices of HeimLantz, P.C.

               1997 Annapolis Exchange Parkway, Suite 310
               Annapolis, MD  21401


Education: 1 CPE/*CLE credit (*Virginia - Pending approval)


Cost: FREE


About the Speaker

Carter Heim brings to our clients 30 years of experience serving business, owners, and organizations. He focuses on innovative planning for businesses and their owners, as well as litigation support. He specializes in integrating various disciplines to serve clients. He applies expertise he has gained across income taxation, estate taxation, business valuations, as well as business and financial planning. In addition to ongoing business and financial planning, Carter crafts plans and solutions to address a wide range of needs including succession planning, estate tax planning, business growth, and the sale or purchase of businesses. Due to Carter's unique approach and depth of experience he is also highly effective at facilitating strategic planning retreats, team advisory boards, and client advisory boards.  


A native of Baltimore, Carter graduated from the University of Maryland at College Park with a Bachelor degree in Accounting in 1975. He graduated from the University of Baltimore with a Master of Science in Taxation degree in 1984. Carter started in public accounting with Faw, Casson & Company in 1975 and passed the CPA exam in 1977. He formed Hammond & Heim, Chartered, with Jimmy Hammond in 1984. In July of 1995, he launched Heim & Associates, the predecessor of HeimLantz. In 1997, Carter received the American Institute of Certified Public Accountants (AICPA) Certificate of Educational Achievement in business valuations.  In 2010 Carter received the Certified in Financial Forensics designation awarded by the American Institute of Certified Public Accountants.  


An active leader in the accounting profession, Carter is a member and past president of the Maryland Association of Certified Public Accountants (MACPA) and a member of the Board of Directors of the American Institute of Certified Public Accountants. Carter has taught many continuing education programs for the Maryland Association of CPAs and the American Institute of CPAs.

Click HERE to read Carter's full biography.




Event Type:Chapter Meeting
Early registration ends on Dec 05, 2011.
Regular registration starts on Dec 06, 2011 and ends on Feb 15, 2012.
Late registration starts on Feb 16, 2012.