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Kress v. U.S. – A Breakthrough in S Corporation Valuation

An important decision was issued by the United States District Court – Eastern District of Wisconsin (the “Court”), in March 2019, in which Chief Judge William C. Griesbach relied largely on the findings of the taxpayers’ experts to value gifts of minority interests in a Subchapter S corporation operating company, Green Bay Packaging, Inc. (“GBP”).

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MPI at Heckerling 2019

MPI's senior team of experts, including Elliot Rotstein and Tadd Lindsay, are on-site at Heckerling 2019 this week to exhibit and take part in the conversation on important tax and non-tax planning issues, including the challenges and opportunities presented by the 2017 Tax Act. 

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MPI Appoints Elliot M. Rotstein as Partner

By Daniel M. Kerrigan, CFA, ASA January 9, 2019

Management Planning, Inc. (“MPI”) is pleased to announce the appointment of Elliot M. Rotstein as a Partner.

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Podcast: Cryptocurrency in Valuation & Reporting

John L. Varga, ASA, Senior Vice President at MPI, was recently a guest on ACTEC’s “Trust and Estate Talk” podcast. To listen to or download the full podcast, please visit the ACTEC Foundation website.

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Maximizing a Business' Worth Before Selling for Retirement

By Tracey M. Jasey October 26, 2018

Does funding your retirement depend on the sale of your business? There are some factors you may not have considered that can affect its monetary value, including how ready it is to be sold and the timing of your exit.

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