Private Client Bulletin
Commentary and Insights for Business Owners and their Advisers Spring 2016
T&E Valuation Update

What do you get when you put together 3,000+ people, an alligator and a snake, a group of singing lawyers, Disney World, proactive tax basis management, naked derivatives and a $1.3 billion Powerball drawing? Heckerling 2016! MPI's Todd Povlich recaps the event along with a look at last year's happenings and what's ahead in 2016.

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Trends & Transactions in the Beverage Industry

Trends & Transactions in the Beverage Industry

Read about the latest news and trends impacting the beverage industry as well as relevent transactions and market data in this recent market report from MPI.

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Redstone: Tax Court Upholds a 43 Year Old Gift Tax Deficiency

Redstone: Tax Court Upholds a 43 Year Old Gift Tax Deficiency

In December 2015, the Tax Court rendered its opinion on Sumner Redstone v. Commissioner of Internal Revenue. Let this serve as a lesson for clients that failing to file a gift tax return can come back to haunt you years later.

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Hal to Hike for a Cause

Hal to Hike for a Cause

Have you heard? MPI's Hal Curtis is hitting the trail in April. But not just any trail -- he'll be taking a leave of absence to fulfill his longtime dream of hiking the entire 2,200-mile Appalachian Trail and will supporting a good cause along the way.

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Deb Schuman Celebrates 30 Years

Deb Schuman Celebrates 30 Years

MPI Partner Deborah Schuman recently marked her 30-year anniversary at MPI. Congratulations and thank you, Deb, for many years of dedicated service to MPI and our clients!
Elliot Rotstein Presents at UNH Center for Family Business Event

Elliot Rotstein Presents at UNH Center for Family Business Event

MPI's Elliot Rotstein is speaking at a UNH Center for Family Business event on March 2 about gifting, buy-sell agreements and business valuations for family-owned businesses.

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Upcoming Conferences & Events

Upcoming Conferences & Events

The MPI team sponsors and presents at many events and conferences around the country. Visit our News & Events page to see our full schedule and plan to come out and meet us at an event near you.