Past Speaking Events

May 12th, 2015

How the IRS Determines Reasonable Compensation with Commentary

National Association of Certified Valuers and Analysts Webinar
Salt Lake City, UT

In this session, Michael Gregory as the IRS original champion on this issue, offers insights into the IRS Job Aid on "Reasonable Compensation Job Aid for IRS Valuation Professionals" dated October 29, 2014 and released by the IRS April 30, 2015.  After presenting the IRS Job Aid, commentary is provided to help the practitioner when addressing this issue.

May 11th, 2015

How the IRS Values Non-Controlling Interests in S Corps with Commentary

National Association of Certified Valuers and Analysts Webinar
Salt Lake City, UT

In this session, Michael Gregory as the IRS original champion on this issue, offers insights into the IRS Job Aid on "Valuation of Non-Controlling Interests in Business Entities Electing to be treated as S Corporations for Federal Tax Purposes" written October 29, 2014 and released to the public April, 30, 2014.  After presenting the IRS Job Aid, commentary is provided to help the practitioner when addressing this issue.

May 7th, 2015

How the IRS Determines Reasonable Compensation with Commentary

Valuation Products and Services, LLC
Ventnor City, NJ

In this session, Michael Gregory as the IRS original champion on this issue, offers insights into the IRS Job Aid on "Reasonable Compensation Job Aid for IRS Valuation Professionals" dated October 29, 2014 and released by the IRS April 30, 2015.  After presenting the IRS Job Aid, commentary is provided to help the practitioner when addressing this issue.

May 4th, 2015

Valuation, Mediation and Succession Planning Considerations with the IRS

Probate and Trust Section of the MN BAR Association
Minneapolis, MN

It is our pleasure to introduce Michael Gregory, who founded Michael Gregory Consulting LLC in September 2011.   Prior to founding his consulting firm, Mike had 28 years of experience with the IRS in a variety of capacities from specialist to executive level and he pioneered mediation with IRS specialists in examination. 

April 29th, 2015

How the IRS Values S-Corps with Commentary

Valuation Products and Services, LLC
Ventnor

In this session, Michael Gregory as the IRS original champion on this issue, offers insights into the IRS Job Aid on "Valuation of Non-Controlling Interests in Business Entities Electing to be treated as S Corporations for Federal Tax Purposes".  After presenting the IRS Job Aid, commentary is provided to help the practitioner when addressing this issue.

April 29th, 2015

How the IRS Values S-Corps with Commentary

Valuation Products and Services, LLC
Ventnor City, NJ

In this session, Michael Gregory as the IRS original champion on this issue, offers insights into the IRS Job Aid on "Valuation of Non-Controlling Interests in Business Entities Electing to be treated as S Corporations for Federal Tax Purposes".  After presenting the IRS Job Aid, commentary is provided to help the practitioner when addressing this issue.

April 24th, 2015

Dealing with the IRS on Valuations

Maryland Association of CPAs
Baltimore, MD

From Mike’s book on How to Work with IRS: Second Edition (June 2014), and his experiences both at the IRS (28 year career) and in the private sector since August 2011 Mike presents insights on how to address issues with different divisions at the IRS.   As an example the estate and gift classification process is followed from start to finish to provide insight.  Mike presents steps you can take when working with IRS agents, estate and gift tax attorneys, and specialists to allow you to take appropriate actions - from the initial filing of the return to avoid an aud

April 20th, 2015

Estate and Gift Tax Issues and the IRS

Estate Planning Council St. Louis Chapter
St. Louis, MO

This session will provide insight into how the IRS works and provide highlights on three technical areas.  A brief background on the IRS organization as it relates to Estate and Gift tax issues is presented to provide the participant with insight into the various silos and different cultures associated with business appraisal issues.  The national and local classification process in Estate and Gift tax is presented.

April 1st, 2015

How to Prepare a DLOM for the IRS

NACVA Webinar
Salt Lake City, UT

This session initially explores the background and the IRS publication “Discount for Lack of Marketability – Job Aid for IRS Valuators” published by the IRS August 22, 2011 which Mike championed at the IRS with an update on additional sources, and methods for consideration when developing a DLOM. In developing Mikes’ new book “Discount for Lack of Marketability and the IRS” (October 2013), the authors originally critiqued were asked for feedback. Their feedback plus Mike’s insights are presented to help you address this issue.

March 9th, 2015

The IRS Audit Process and How to Avoid It

American Society of Appraisers - Twin Cities Chapter
Minneapolis, MN

In this session Michael Gregory initially presents some background on how the IRS is orgainized so that participants can understand the IRS.  Since 2000 the IRS has been operating with 13 divisions that are somewhat autonmous.  This has caused the IRS to develop divisional silos that opeate independently.  The estate and gift tax function within Small Business  Self Employed Division is presented as an example relating to classificaion, audit, issue resolution, working with specialists and if needed moving onto Appeals and potentially litigation.