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MPI Welcomes William Murray as Managing Director

Management Planning, Inc. ("MPI") is pleased to announce that Bill Murray CPA/ABV/CFF, ASA has joined MPI as a Managing Director based in Fairfield County, Connecticut.

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American Heart Association T&E Conference

By John L. Varga, III, ASA April 25, 2019

MPI is proud to be the Coffee Break Sponsor for the American Heart Association 2019 Trusts & Estates Conference in New York City. What a great turnout with lots of familiar faces! #estateplanning #continuingeducation #cle #americanheartassociation

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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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