April 2023 - Management Planning, Inc.

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IRS Releases Inflation Reduction Act Strategic Operating Plan: Is an Audit Storm Brewing for High Net-Worth Individuals?

By Thomas C. Berg, Jr., CFA, ASA, CVA & David M. Eckstein, CFA
April 25, 2023

In early April, the IRS released its long-anticipated Inflation Reduction Act Strategic Operating …

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

10/02/2023

Connecticut Bar Association (CBA) – Tax Section – Estates & Probate Section

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