Speaking Engagements

Estate Planning Council of Delaware, Inc.

March 7, 2017 – Hotel DuPont - Wilmington, DE

Daniel Kerrigan of MPI will be presenting Various Topics in Business Valuation.

Speakers: Daniel Kerrigan and Mark Lingerfield

NAWBO - Understanding the Value of Your Business

March 3, 2017 – Old City Collective, Soiree Philadelphia

MPI is pleased to be presenting for the National Association of Women Business Owners and will be represented by Tracey M. Jasey.

Speakers: Tracey M. Jasey

The Transaction of a Lifetime - Hosted By Morgan Stanley

October 5, 2016 – Renaissance Woodbridge Hotel - Iselin, NJ

Daniel Kerrigan of MPI will discuss the state of the M&A market and transaction opportunities for the lower middle-market companies.

Speakers: Daniel Kerrigan

The 51st Annual Southern Federal Tax Institute

September 23, 2016 – Grand Hyatt Atlanta in Buckhead – Atlanta, GA

Daniel Kerrigan will offer his perspective on the recently proposed changes to IRC Section 2704, including a review of the potential impact on valuations going forward..

Speakers: Daniel Kerrigan

UNH Center for Family Business - Succession Through The Eyes of the Next Generation

May 3, 2016 – Derryfield Country Club - Manchester, NH

MPI is pleased to be a panel member and will be represented by Elliot Rotstein.

Speakers: Daniel Kerrigan and Elliot Rotstein

Northeastern University - College of Business Administration

April 8, 2016 – Northeastern University - Boston, MA

MPI is pleased to be presenting on the topic of "Understanding Family Enterprise" and will be represented by Daniel Kerrigan and Elliot Rotstein.

Speakers: Daniel Kerrigan and Elliot Rotstein


Recent Blog Posts

MPI Welcomes Stacy Statkus to its Litigation Support Practice

MPI is proud to announce that Stacy Statkus has joined the firm as a Senior Vice President. Ms. Statkus brings a unique skillset to MPI after more than 16 years of experience…

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Oppressive Shareholder Value Slashed by New Jersey Court

By | March 15, 2017

In a recent decision in New Jersey Superior Court involving cross claims of shareholder oppression pursuant to N.J.S.A. §14A:12-7, the Court found it appropriate to apply a marketability…

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On Your Deathbed, You Will Receive a Phantom Asset

By Todd G. Povlich, CFA, ASA, | November 3, 2016
Tags: Section 2704

There are many famous lines in the movie Caddyshack, the 1980 sports comedy film starring Chevy Chase, Rodney Dangerfield, Ted Knight and Bill Murray. Among them is the exchange…

Read More

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Events

Michigan Institute for Continuing Legal Education 57th Annual Probate & Estate Planning Conference

May 25, 2017 – Plymouth, MI

Attendees: Tadd Lindsay

Michigan Institute for Continuing Legal Education Annual Tax Section Conference

May 18-May 20, 2017 – Acme, MI

Attendees: Tadd Lindsay

Palm Beach Tax Institute Monthly Meeting

May 17, 2017 – West Palm Beach, FL

Attendees: Roy Meyers

Tax & Estate Planning Sections - Mississippi Bar

May 8, 2017 – Jackson, MS

Attendees: Roy Meyers

Illinois Institute for Continuing Legal Education’s 60th annual Estate Planning Conference

May 8-May 9, 2017 – Champaign, IL

Attendees: Tadd Lindsay

Florida Bar Tax Section 2017 Annual Meeting

May 5-May 6, 2017 – Breaker’s Hotel, Palm Beach, FL

Attendees: Roy Meyers

WPO 20th Annual Conference

May 3-May 6, 2017 – The Ritz-Carlton Grande Lakes in Orlando, FL

Attendees: Tracey M. Jasey

Estate Planners Day 2017

April 27, 2017 – The Union League Club – New York, NY

Attendees: John Varga and Todd Povlich

National Association of Women Business Owners - Leadership Conference in Philadelphia

April 27, 2017 – Philadelphia, PA

Attendees: Tracey M. Jasey

36th Annual Kansas City Estate Planning Symposium

April 27-April 28, 2017 – Overland Park, KS

Attendees: Tadd Lindsay

National Association of Women Business Owners

April 21, 2017 – Montgomery County, NJ

Attendees: Tracey M. Jasey

2017 Heart of America Regional ACTEC Meeting

April 21-April 23, 2017 – Bentonville, AR

Attendees: Tadd Lindsay

The Most Important Factors in Tax and Financial Planning

April 19, 2017 – West Palm Beach, FL

Attendees: Roy Meyers

The Florida Bar - RPPTL 2017 Wills, Trusts and Estates Certification Course

April 7-April 8, 2017 – Hyatt Regency Orlando Airport – Orlando, FL

Attendees: Roy Meyers

2017 Florida Tax Institute

March 29-March 31, 2017 – Marriott Waterside Hotel, Tampa, Florida

Attendees: Roy Meyers

Florida Fellows Institute - ACTEC

February 2-February 3, 2017 – Stetson University College of Law - Tampa, FL

Attendees: Roy Meyers

2017 NYSBA Annual Meeting

January 23-January 27, 2017 – New York Hilton Midtown – New York, NY

Attendees: John Varga and Todd Povlich