Speaking Engagements

Southern Federal Tax Institute

October 21-25, 2019 – Atlanta, GA

Todd Povlich will be presenting at this event; Mark Lingerfield and Roy Meyers will be attending.

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 Update: June 2019

By John L. Varga, III, ASA, | September 18, 2019

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…

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MPI Welcomes William Murray as Managing Director

By Daniel M. Kerrigan, CFA, ASA, | June 20, 2019

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.

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American Heart Association T&E Conference

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!…

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Events

ACTEC Great Lakes Meeting

December 13-December 14, 2019 – Chicago, IL

Attendees:

Tadd Lindsay