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 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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Kress v. U.S. – A Breakthrough in S Corporation Valuation

An important decision was issued by the United States District Court – Eastern District of Wisconsin (the “Court”), in March 2019, in which Chief Judge William C. Griesbach relied…

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Events

ACTEC Mid-Atlantic Regional meeting

September 13-September 15, 2019 – JW Marriott Essex House, NYC

Attendees:

Mark Lingerfield and John Varga

ACTEC Northeast Regional meeting

September 20-September 22, 2019 – Stowe Mountain, VT

Attendees:

Elliot Rotstein

Notre Dame Estate & Tax Planning Institute

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

Attendees:

Tadd Lindsay

ACTEC National Fall Meeting

October 17-October 20, 2019 – Loews Philadelphia Hotel, PA

Attendees:

Mark Lingerfield, Todd Povlich and Elliot Rotstein

WI Small Firm Estate Planning Conference

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

Attendees:

Tadd Lindsay

Federal Tax Institute of New England

October 24-October 24, 2019 – Saint Clements Castle, Portland CT

Attendees:

Elliot Rotstein

ACTEC Great Lakes Meeting

December 13-December 14, 2019 – Chicago, IL

Attendees:

Tadd Lindsay