Thomas J. Taricani

Principal
CPA/ABV, CVA, CEPA

Overview

Tom chairs the firm's Valuation Advisory Services practice and provides audit, accounting, tax, and consulting services to a variety of clients and industry groups. Tom is a key member of several practice groups in the firm, including the Small and Entrepreneurial Business Services, Tax Services, Dealership Services, and Advisory Services Groups.

Tom is involved in most aspects of a client’s income tax and estate planning, including the preparation of income tax returns and other related areas of consultation. Tom’s specializations include formulation and implementation of succession and estate plans, and preparation of business valuations of closely held businesses for use in succession, estate planning, and various litigation engagements. He has also provided expert witness testimony.

Working with the Dealership group, Tom has performed many dealership business valuations and consultations and has been retained as an expert on dealership valuation on many occasions.

He began his public accounting career with Ernst & Young in Charlotte, North Carolina, where he served as a senior consultant in the tax department until becoming the partner-in-charge of B&R’s State College office in 1990. Tom is currently a member of the firm’s Executive Committee.

Tom is a frequent lecturer and author of articles associated with family succession planning, estate planning, and related fair market valuation issues.

News & Events

Community & Professional Affiliations

American Institute of Certified Public Accountants (AICPA), Member

Pennsylvania Institute of Certified Public Accountants (PICPA), Member

National Association of Certified Valuators and Analysts (NACVA), Member

Exit Planning Institute (EPI), Member

Industries

Education

Virginia Polytechnic Institute and State University, Bachelor of Science, Accounting, 1986

East Carolina University, Master’s in Business Administration, 1988

Credentials & Designations

Certified Public Accountant (CPA), Pennsylvania

Accredited in Business Valuations (ABV), AICPA

Certified Valuation Analyst (CVA), NACVA

Certified Exit Planning Advisor (CEPA), EPI

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