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

Trump Tax “Plan” Released

I reviewed what has been said and written in the wake of Thursday’s release of the Trump Tax “Plan”, and watched a video of the Cohn/Mnuchin press conference. There appears to…

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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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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

2017 NYSBA - Trust and Estates Law Section Spring Meeting

May 11-May 14, 2017 – New Orleans, Louisiana - The JW Marriott

Attendees: John Varga and Todd Povlich

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