Upcoming Speaking Events

September 20th, 2018

What CPA’s Need to Know to Avoid Audits and to Avoid Conflict When Audited

Oklahoma Society of CPAs
Tulsa, Oklahoma

 

This course initially looks at the IRS, how it is organized and offers practitioners ideas to avoid an audit and what to do if audited and provide practical strategies on how to resolve issues with the IRS.

This includes considering the use of experts such as appraisers and business valuers (ABV).

October 5th, 2018

How to Overcome Conflict with Collaboration

American Society of Appraisers - Virtual Chapter
Washington, DC

Brain science will be applied to enlighten participants on the steps necessary in order to explore and enhance opportunities to provide for better client outcomes. Mike will introduce the National Association of Estate Planning Council’s Legacy training on Multi-Disciplinary Teaming and expand on how attorneys, CPAs, CLUs, financial experts and business valuers can enhance client outcomes through collaboration.

View Past Events Michael has presented at.