Speaking Engagements

The Private Investor's Forum 7th Annual Snake Pit

December 21, 2018 – Comcast NBCUniversal Lift Labs, Philadelphia

Bjorn A. Midtlyng will be speaking on the Professional Service Provider Advice Panel at the 7th Annual Snake Pit, which is one of five programs The Private Investor's Forum runs through out the year to teach entrepreneurs about what investors are looking for when presenting to raise capital.


Bjorn A. Midtlyng

Annual Professional Advisors Seminar and Networking Breakfast

October 31, 2018 – The Inn at Longshore - Westport, CT

John L. Varga will be presenting the keynote on understanding the basics behind the market and valuation of cryptocurrency, one of the fastest growing asset types being given to charity. He will discuss the techniques behind valuations of these assets for income, gift and estate tax returns. Bjorn A. Midtlyng will also be joining the conversation.


John L. Varga, Bjørn A. Midtlyng

Illinois CPA Society Construction Conference

October 30, 2018 – Chicago, IL

Tadd Lindsay and Todd Povlich will be discussing steps to build a plan that eases the transfer of power to family members and third parties in the Succession Planning Strategies session.

Speakers: Tadd A. Lindsay and Todd G. Povlich

Recent Blog Posts

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…

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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…

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2019 NYSBA Annual Meeting

January 14-January 18, 2019 – New York, NY


Bjorn Midtlyng, Benjamin Morgan

Heckerling Institute on Estate Planning

January 14-January 18, 2019 – Orlando, FL


Mark LingerfieldTodd Povlich, John Varga, Dan Kerrigan, Bjorn Midtlyng, Justin Etter, Tadd Lindsay, Elliot Rotstein

ACTEC Missouri/Kansas Regional Fellows Annual Meeting

November 30-December 2, 2018 – Kansas City, MO

Attendees: Tadd A. Lindsay

ACTEC Heart of America Fellows Institute Inaugural Conference

November 29-November 30, 2018 – Kansas City, MO

Attendees: Tadd A. Lindsay

72nd Annual Federal Tax Clinic

November 14-November 15, 2018 – Bryant Conference Center, University of Alabama

Attendees: Roy H. Meyers

American Academy of Matrimonial Lawyers (AAML) Fall National Meeting

November 7-November 10, 2018 – Chicago, IL

Attendees: Dan M. Kerrigan and Tadd A. Lindsay

77th NYU Institute on Federal Taxation

October 21-October 26, 2018 – New York, NY


John L. Varga, III and Todd G. Povlich

NYSBA Trusts & Estates Section Fall 2018 Meeting

October 18-October 19, 2018 – Lake George, NY


John L. Varga, III and Todd G. Povlich

15th Annual Calvary Hospital Attorney Conference

October 3, 2018 – Roosevelt Hotel - New York, NY


John L. Varga, III, Bjørn A. Midtlyng

ACTEC Mid-Atlantic Regional Meeting

September 21-September 23, 2018 – Royal Sonesta Harbour Court - Baltimore, MD

Attendees: Mark Lingerfield