Section 2704 - Management Planning, Inc.

Proposed 2704 Regulations to be Withdrawn

By Todd G. Povlich, CFA, ASA
October 9, 2017

On October 2, 2017, Treasury Secretary Steven Mnuchin issued a report recommending, among…

On Your Deathbed, You Will Receive a Phantom Asset

By Todd G. Povlich, CFA, ASA
November 3, 2016

There are many famous lines in the movie Caddyshack, the 1980 sports comedy…

MPI Comments on Proposed IRS Regulations

By Daniel M. Kerrigan, CFA, ASA
August 25, 2016

While practitioners are by now familiar with the proposed Section 2704 regulations, the following…