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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 Comments on Proposed IRS Regulations

After more than a year of speculation and rumors, on August 4, the Internal Revenue Service (“IRS”) issued proposed regulations under Internal Revenue Code §2704 (the “Proposed Regs”). Clearly, the goal of the Proposed Regs is to limit (or eliminate outright) the application of discounts for lack of control and lack of marketability when valuing interests in family controlled entities for gift, estate and generation-skipping tax purposes.

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Q2 Economic Update from MPI

By Todd G. Povlich, CFA, ASA September 21, 2015

As a business valuation and advisory firm, MPI regularly observes and reports on financial trends and outlooks. Our most recent Economic Update is a review of the first half of the year for the economy, which saw growth in some sectors and losses in others. However, after a sluggish start to 2015, real GDP growth accelerated in Q2 and is expected to continue at a steady pace for the next several quarters.

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