Southern Federal Tax Institute
October 21-25, 2019 – Atlanta, GA
Boys & Girls Club's of Mercer County -- Business Valuation Seminar
October 24, 2019 – Lawrenceville, NJ
Mark Lingerfield will be the keynote speaker at this planned giving program on how to determine the value of your businesses and develop strategies for sale, ownership succession planning, gift tax preparation or insurance purposes.
Business Owners Roundtable Event
October 28, 2019 – East Windsor, NJ
Mark Lingerfield will be speaking on what you need to do when the time is right for a merger or a sale.
Recent Blog Posts
Preferred stock continues to trade at yields below historical averages. Despite increases in benchmark rates by the Federal Reserve, on the whole, we continue to be in a low interest…
Management Planning, Inc. ("MPI") is pleased to announce that Bill Murray CPA/ABV/CFF, ASA has joined MPI as a Managing Director based in Fairfield County, Connecticut.
MPI is proud to be the Coffee Break Sponsor for the American Heart Association 2019 Trusts & Estates Conference in New York City. What a great turnout with lots of familiar faces!…
ACTEC Great Lakes Meeting
December 13-December 14, 2019 – Chicago, IL