June 2019 - Management Planning, Inc.

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Split-Dollar Receivable – Case Study

June 30, 2019

Management Planning Inc. is periodically asked to determine the fair market value of…

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MPI Welcomes William Murray as Managing Director

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

Lawrenceville, NJ / Westport, CT — Management Planning, Inc. (“MPI”) is pleased to announce…

Publications

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By Joseph C. Hassan, CFA, ASA

Goodwill Impairment Testing: An Overview

By Laura E. Anastasio, ASA, CEIV

Valuation of Intangible Assets

By Todd Povlich, ASA

Estate Planning for Private Fund PrincipalsCOVID-19 Crisis Considerations

Valuation Complexities and Estate Planning Opportunities in the Current Economic Climate

Events

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12/05/2023

Western New York Estate Planning Council Presentation: Hot Topics in Estate Planning & Valuation

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