Speaking Engagements

AAML Annual Conference - Taxes and Divorce in 2019 and Beyond

April 13, 2019 –

Mark Lingerfield will be a part of a panel that will discuss how recent changes to US tax law has affected divorce settlements.

Speakers:

Mark Lingerfield


Recent Blog Posts

MPI at Heckerling 2019

MPI's senior team of experts, including Elliot Rotstein and Tadd Lindsay, are on-site at Heckerling 2019 this week to exhibit and take part in the conversation on important tax…

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MPI Appoints Elliot M. Rotstein as Partner

By Daniel M. Kerrigan, CFA, ASA, | January 9, 2019

Management Planning, Inc. (“MPI”) is pleased to announce the appointment of Elliot M. Rotstein as a Partner.

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Podcast: Cryptocurrency in Valuation & Reporting

John L. Varga, ASA, Senior Vice President at MPI, was recently a guest on ACTEC’s “Trust and Estate Talk” podcast. To listen to or download the full podcast, please visit the ACTEC…

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Events

ACTEC Great Lakes Meeting

December 13-December 14, 2019 – Chicago, IL

Attendees:

Tadd Lindsay

WI Small Firm Estate Planning Conference

October 24-October 25, 2019 – Wisc Dells, WI

Attendees:

Tadd Lindsay

Notre Dame Estate & Tax Planning Institute

September 26-September 27, 2019 – South Bend, IN

Attendees:

Tadd Lindsay

Missouri State Bar Estate, Trust and Elder Law Institute

September 5-September 6, 2019 – Kansas City, MO

Attendees:

Tadd Lindsay

Midwest/Midsouth Estate Planning Conference

July 25-July 26, 2019 – Louisville, KY

Attendees:

Tadd Lindsay

MI ICLE Probate & Tax Institute

June 20-June 21, 2019 – St. John's Inn, Detriot, MI

Attendees:

Tadd Lindsay

WI State Bar Annual Meeting

June 13-June 14, 2019 – Hyatt Regency Convention Center, Green Bay, WI

Attendees:

Tadd Lindsay

MN ICLE Estate Planning Conference

June 10-June 11, 2019 – Saint Paul River Centre, St. Paul, MN

Attendees:

Tadd Lindsay

RPPTL

May 29-June 2, 2019 – Opal Sands Resort, Clearwater Beach, FL

Attendees:

Roy Meyers

NYSBA Spring Meeting

May 16, 2019 – Ritz Carlton, Naples, FL

Attendees:

Todd Povlich, and John Varga

ICLE Probate & Tax Institute

May 16-May 18, 2019 – Grand Traverse Resort, Acme, MI

Attendees:

Tadd Lindsay

ICLE Estate Planning Short Course

May 14-May 15, 2019 – I Hotel, Champaign, IL

Attendees:

Tadd Lindsay

Estate Planners Day 2019

May 8, 2019 – NYC

Attendees:

John Varga

ABA RPTE Spring Conference

May 8-May 11, 2019 – Boston, MA

Attendees:

Elliot Rotstein

ICLE Estate Planning

May 6-May 8, 2019 – Holiday Inn - Merchandise Mart, Chicago, IL

Attendees:

Tadd Lindsay

Angel Ventures Fair

May 3, 2019 – Philadelphia, PA

Attendees:

Tracey Jasey

ACTEC Fellow Meeting

May 3-May 5, 2019 – Hilton Columbus Downtown, Columbus, OH

Attendees:

Tadd Lindsay

Tax Section FL Bar Annual meeting

May 2-May 4, 2019 – Rosen Shingle Creek, Orlando, FL

Attendees:

Roy Meyers

KCEPS

April 25-April 26, 2019 – Overland Park Convention Center, Kansas City, MO

Attendees:

Tadd Lindsay

ECEP

April 23, 2019 – West Palm, FL

Attendees:

Roy Meyers

Palm Beach Tax Institute

April 17, 2019 – Palm Beach, FL

Attendees:

Roy Meyers

ACTEC National Meeting

March 21-March 24, 2019 – La Qunita Resort & Club, La Quinta, CA

Attendees:

Mark Lingerfield, Elliot Rotstein, and Todd Povlich

RPPTL

March 14-March 15, 2019 – Omni Resorts, Amelia Island, FL

Attendees:

Roy Meyers

AAML Mid-Winter Meeting

March 12-March 15, 2019 – Fairmont Mayakoba, Riviera Maya, Mexico

Attendees: Mark Lingerfield, and Dan Kerrigan

Florida Tax Institute

February 27-March 1, 2019 – Marriott Waterside Hotel, Tampa, FL

Attendees: Roy Meyers

2019 NYSBA Annual Meeting

January 14-January 18, 2019 – New York, NY

Attendees:

Bjorn Midtlyng, Benjamin Morgan

Heckerling Institute on Estate Planning

January 14-January 18, 2019 – Orlando, FL

Attendees:

Mark LingerfieldTodd Povlich, John Varga, Dan Kerrigan, Bjorn Midtlyng, Justin Etter, Tadd Lindsay, Elliot Rotstein