• November 12, 2020


The team at MPI has been quite busy in the fourth quarter, as you might expect; with the pandemic, low-interest rates, the recent election and potential changes in estate and gift tax law. We have seen a surge in private client tax-based valuations over what we normally see during this time of year.

With the end of the year fast approaching, many of our clients are utilizing formula clauses to ensure year-end intra-family transaction planning, with the valuation of the gift and/or sale completed after the first of the new year. MPI will be providing some thoughts on formula clauses from an appraiser’s perspective in an upcoming email.

As we have proven consistently over eight decades of successfully working with our valued clients, the MPI team has leaned into the increased volume of work to ensure it is completed in a timely fashion.

We have been fortunate in adding talented professionals to our team over the course of this year!

Thomas Insalaco – ASA, CFA, CVA & Assistant Vice President Tom joins MPI with over 12 years of valuation experience primarily for gift and estate tax planning and is based in New York.

Tracy Lamb – ASA & Assistant Vice President Tracy brings over twenty years of valuation experience primarily for gift and estate tax planning and is based in Florida.

Brian Ergood – MBA & Assistant Vice President Brian has over eight years of valuation experience primarily for financial reporting, tax compliance, and corporate planning purposes, and is based in New Jersey.

Brian McCabe – ASA & Vice President Brian has over eighteen years of valuation experience for gift and estate planning, shareholder disputes, marital dissolution, Employee Stock Ownership Plans (ESOPs), corporate planning and financial reporting purposes, and is based in Chicago.

Matthew Fine – MBA & Assistant Vice President Matthew has over 13 years of valuation experience including ESOPs, fairness opinions, purchase price allocations, intellectual property purposes and is based in Rochester, NY.

To learn more about these professionals and other members of our team, we encourage you to visit our website at https://mpival.com/about-us/our-firm/.

The team at MPI hopes this Fall 2020 Update finds you and your family healthy and well during these unprecedented times. For more information on MPI, please visit our website using the button below.