Management Planning Inc. becomes AAA-CPA Silver Partner

Fairfax, VA, November 1, 2011.  The AAA-CPA is pleased to announce that Management Planning Inc. (MPI) has become a Silver Partner.

The AAA-CPA Partners Program is all about developing relationships with an exclusive and unique group of professionals.  The Partners Program is an excellent way to gain on-going visibility for companies before Attorney-CPAs that are key decision makers in their firm or practice. The AAA-CPA welcomes MPI who will offer educational study groups to our membership, sponsor our breakfast during the Annual Heckerling Institute on Estate Planning, and much more.   

MPI is a specialized financial services firm providing Tax-based valuations, valuations for Financial Reporting purposes and Transaction and Advisory Services. Although we may be best known for our tax-based practice centered on gift and estate tax valuations, over the past decade, MPI has undertaken initiatives to expand our range of business services to include Financial Reporting valuations and Transaction and Advisory. On the tax-based side of our practice, we bring decades of experience in our tireless determination and defense of Fair Market Value conclusions. For our Financial Reporting clients, we provide a rigorous analysis justifying our Fair Value conclusions for both private and public companies. Our Transaction and Advisory professionals provide objective advice based on solid business, economic and financial analysis.

The AAA-CPA is the only association in the nation whose members are comprised of professionals dually qualified as both attorneys and certified public accountants. Founded in 1964, the AAA-CPA’s purpose was to protect the rights of those dually qualified to practice as they see fit, be it law, accounting, or both. The Association has over 1,100 members and 14 state associations and local chapters nationwide. Today, the AAA-CPA not only continues to protect those rights but offers an array of products and services to help members succeed in their practice such as; networking and referral opportunities; national, chapter, and regional meetings; continuing education credit; and much more.


For additional information on the services MPI can provide visit their website at  For more information on the AAA-CPA please visit the website at Partners Program information may be obtained by contacting Executive Director,  Nicole E. Ratner, CAE, CMP at 888-288-9272 or