Speaking Engagements

Valuation of Cash-Intensive Businesses for Divorce Purposes and Related Forensic Analysis

November 28, 2017 – New Jersey NACVA Annual Conference - Edison, NJ

Stacy Statkus of MPI will be co-presenting at the New Jersey NACVA Annual Conference.

Speakers: Stacy Statkus

Life Sciences Collaborative’s - Princeton Group Meeting

November 9, 2017 – Hyatt Regency - Princeton, NJ

Bjorn will be sharing with us some current techniques for valuing early stage life science companies.

Speakers: Bjorn Midtlyng

How to Prepare a Statement of Net Worth and the Usefulness of a Lifestyle Analysis for High Net Worth Clients

November 8, 2017 – New York, NY

Stacy Statkus of MPI will be co-presenting to the New York Women’s Bar Association.

Speakers: Stacy Statkus

The 52nd Annual Southern Federal Tax Institute

October 26, 2017 – Grand Hyatt Atlanta in Buckhead – Atlanta, GA

Todd will discuss what tax reform could mean for the valuation of closely-held businesses, provide his perspective on handling estate and gift tax audits, and discuss important tax court cases.

Speakers: Todd Povlich

Managing Clients Through Business Valuation Matters

October 24, 2017 – Trust & Estates Exclusive Webinar

Todd Povlich of MPI will share a business appraiser’s perspective of the wealth planning and estate tax field.

Speakers: Todd Povlich

NJCPA Mercer County Chapter

September 13, 2017 – West Windsor, NJ - Mercer County College

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 and Mark Lingerfield


Recent Blog Posts

Trusts & Estates Webinar - Poll Results and Final Thoughts

Thanks to all for joining our October 24 webinar “Managing Clients Through Business Valuation Matters.” We hope it was both helpful and informative. There were many outstanding…

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Events

ACTEC Great Lakes Regional Meeting

December 1-December 3, 2017 – Chicago, IL

Attendees: Tadd Lindsay

MCLE: Estate, Gift & Generation-Skipping Transfer Tax: Basics Plus!

November 28-November 29, 2017 – MCLE - Boston, MA

Attendees: Elliot Rotstein

UJA Federation New York - Annual CLE/CPE Event

November 14, 2017 – New York City, NY

Attendees: Bjorn Midtlyng & John Varga

NCACPA 78th Annual Symposium

November 13-November 15, 2017 – Grandover Resort and Conference Center - Greensboro, NC

Attendees: Joe Hassan

Federal Tax Institute of New England

November 10, 2017 – St. Clements Castle - Portland, CT

Attendees: Elliot Rotstein

Federal Tax Institute of New England

November 10, 2017 – St. Clements Castle - Portland, CT

Attendees: Elliot Rotstein

4th Annual ATHENAPowerLink NAWBO Delaware Valley Region Celebration

November 8, 2017 – Radnor, PA

Attendees: Tracey Jasey

National AAML Conference (American Academy of Matrimonial Lawyers)

November 7-November 11, 2017 – Renaissance Chicago Downtown - Chicago, IL

Attendees: Stacy Statkus & Tadd Lindsay

43rd Annual Notre Dame Tax & Estate Planning Institute

October 25-October 27, 2017 – South Bend, IN

Attendees: Tadd Lindsay

Massachusetts Family Business Conference and Awards

October 24-October 25, 2017 – Colonade Hotel - Boston, MA

Attendees: Elliot Rotstein

52nd Annual Southern Federal Tax Institute

October 23-October 27, 2017 – Grand Hyatt Atlanta in Buckhead - Atlanta, GA

Attendees: Mark LingerfieldRoy Meyers & Todd Povlich

ACTEC 2017 Fall Meeting

October 19-October 22, 2017 – Nashville, TN - Omni Nashville

Attendees: Tadd Lindsay & Mark Lingerfield

Palm Beach Tax Institute

October 18, 2017 – Morton's Steakhouse, West Palm Beach, FL

Attendees: Roy Meyers

14th Annual Attorney Conference – Calvary Hospital

October 16, 2017 – Roosevelt Hotel – New York, NY

Attendees: Bjorn Midtlyng & John Varga

The Florida Bar Tax Section - 2017 Fall Meeting

October 12-October 14, 2017 – The Conrad, Miami, FL

Attendees: Roy Meyers

2017 Pennsylvania Conference for Women

October 3, 2017 – Pennsylvania Convention Center – Philadelphia, PA

Attendees: Tracey M. JaseyStacy Statkus

Missouri Bar Annual Estate, Trust, & Elder Law Institute

September 27-September 29, 2017 – St. Louis, MO

Attendees: Tadd Lindsay

2017 Mid Atlantic Regional Meeting – ACTEC

September 15-September 17, 2017 – Ocean Place Resort & Spa – Long Branch, NJ

Attendees: Mark Lingerfield & Todd Povlich

NYSBA – Trusts and Estates Law Section Fall Meeting

September 14-September 15, 2017 – Hyatt Regency Buffalo Hotel and Conference Center - Buffalo, NY

Attendees: John Varga