Private Client Bulletin
Commentary and Insights for Business Owners and their Advisers Winter 2015/2016
Are Preferred Freezes in Your Arsenal?

Despite the general consensus that the Federal Reserve will increase the federal funds rate in December, the continuing low interest rate environment has manifested itself in historically low preferred stock yields. For our private clients considering various estate planning alternatives, these capital market conditions might warrant consideration of a preferred freeze structure...

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Appraiser–Client Interactions Questioned in Fox v. CDx Holdings

Appraiser–Client Interactions Questioned in Fox v. CDx Holdings

The recent Delaware Chancery case Fox v. CDx Holdings sheds light on how important it is for business valuation professionals to test all information provided during the diligence process in order to deliver a fair and independent valuation...

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Section 2704 Update

Section 2704 Update

Since September, as reported by taxanalysts® and Bloomberg BNA, IRS officials seem to have clarified comments made earlier in the year pertaining to the extent of new regulations. IRS officials have stated that the current statute...

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MPI Adds Cynthia L. Jones to Expand its Offering to Include Securities Litigation Matters

MPI Adds Cynthia L. Jones to Expand its Offering to Include Securities Litigation Matters

In 2015, MPI expanded its business valuation services to encompass securities litigation matters with the addition of Cynthia (“Cindy”) L. Jones to its Princeton, New Jersey office...

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MPI Publishes Healthcare Industry Report

MPI Publishes Healthcare Industry Report

A recent development in the Healthcare Services industry is that of startups competing to be the next Uber for healthcare. Applications for mobile phones and tablets, such as Heal, are leveraging the same architecture...

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