September 22nd, 2015

IRS Announces Reorganization for Business Valuers

IRS business valuers are in the Large Business and International (LB&I Division).   In the first quarter of 2016 this division will be reorganized.  It is being reorganized to emphasize campaigns on areas of non-compliance.  As part of the process LB&I will be organized into four geographic areas with headquarters in New York, Chicago, Houston and Oakland.

A curious dog.
September 21st, 2015

Are You Curious? Successful Leaders Ask Good Questions

Einstein attributed his success to being curious and asking questions.

What Appraisers May Want to Share with Estate and Tax Attorneys
September 21st, 2015

Adequate Disclosure for a Gift Tax Return - IRS Field Advice

As an appraiser, we work with estate and gift tax attorneys regularly.  Here is some insight from a very recent technical advice given to an estate and gift tax attorney that you and your client should be aware of if you are not already aware of this field service advice. Lorraine New recently wrote about Field Attorney Advice 20152201F

September 21st, 2015

Is It Better in Negotiations to Play Hardball or Focus on Win - Win?

Subscribing to the Program on Negotiations blog from the Harvard Law School I occasionally download free articles from this site.  A recent article related to Sports Negotiation caught my eye and I downloaded it.  I found in useful whether I am involved with business to business, business to government or within business negotiations.

September 17th, 2015

Top Ten Business Negotiation Articles

Another blog I follow is the Harvard Program on Negotiation from the Harvard Law School. As a mediator and consultant on negotiations related to conflict that is business to business, business to government (often IRS related) and within businesses, I am constantly learning from my actual experiences with clients as well as staying current on various articles, books and blogs.

Ideas from the Harvard Business Review Blog
September 16th, 2015

Leadership Ideas for You and Your Leaders

I subscribe to the Harvard Business Review (HBR) blog and daily review various articles and recommendations from the blog. Today I want to share with you a special offer for leaders and aspiring leaders. I have a passion to learn and to share what I have learned whether associated with IRS issues, conflict resolution in general, or leadership issues.

September 10th, 2015

Two Ideas to Help Business Valuers

I helped out two clients this week with some information you may find helpful. The first deals with the Built In Capital Gains Tax sometimes referred to as the BIG Tax and the other deals with how the IRS approaches Discounts for Lack of Marketability (DLOM), reasonable compensation and valuing non-controlling interests in S-Corps.

Statistics on the Rise
September 4th, 2015

The US Economy Has Seen a Rise in Jobs Needing Social Skills

Working with different clients I have become acutely aware of generational differences, communication differences, and social media influences. From those far more knowledgeable than I in neuroscience they offer that we are oriented to be assertive and look for food, shelter and sex, as an approach and be defensive towards other initiatives. We are hard wired that way.

August 31st, 2015

Ramifications of IRS Policy Changes on R&D Tax Credits

In this article by Peter Mehta regarding research credit audits, the author shares and concisely presents both the new IRS LBI  directives related to Information Document Requests (IDR's) on  Large Business and International (LB&I) audits as w

Sharing with 25 Executives
August 26th, 2015

Sharing with 25 Executives: What You Can Learn Too

Last Friday I had the pleasure of addressing 25 executives in the Twin Cities regarding conflict resolution associated with my book coming out this fall entitled Peaceful Resolutions.

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