Speaking Engagements

Greater North Shore Estate & Financial Planning Council

March 18, 2020 – Skokie, IL

Todd G. Povlich and Tadd A. Lindsay will be presenting and speaking on the topic of “Discounts Utilized in Wealth Transfer Planning” at the upcoming member meeting of the Greater North Shore Estate & Financial Planning Council in the Chicago area on March 18th

NYSSCPA Business Valuation & Litigation Services Committee

April 30, 2020 – Webinar

Todd Povlich will primarily be discussing handling valuation inputs for a crisis-era project, including; employing the discounted cash flow method; handling company forecasts; impact on valuation discounts, as well as pitfalls to avoid during the valuation process.


Speaker: Todd G. Povlich, CFA, ASA, Partner, MPI 

Boston Estate Planning Council

May 5, 2020 – Webinar

This webinar will describe the typical wealth transfer planning playbook is for private fund principals.  The audience will gain awareness of the Chapter 14 issues that arise doing this type of planning, as well as gain an understanding of non-vertical slice approaches to this type of planning.  Finally, the speakers will discuss the challenges and opportunities that exist on account of the COVID-19 induced crisis.

Speakers:  Todd G. Povlich, CFA, ASA, Partner, MPI and Todd Angkatavanich, Principal, Ernst & Young LLP

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