Past Speaking Events

October 23rd, 2012

How to Write a Valuation Report for the IRS

Valuation Products and Services

Understanding how the IRS is organized and the separate cultures within the IRS divisions are important to know when working with the IRS.   This session introduces the framework for what the IRS is looking for in a valuation report and explores how the IRS looks at a business valuation in the Small Business Self Employed Estate and Gift tax area as well as the Large Business and International area.   Valuation standards are explored from the perspective of the AICPA, NACVA, IBA, ASA and IRS business valuation standards. 

October 18th, 2012

Cost Segregation Issues and the IRS

American Institute of Cost Segregation Professionals
Las Vegas, Nevada

This session will address what the IRS is looking for in cost segregation studies, lessons learned that may help you, and how to interact with the IRS should issues develop on your work.

October 9th, 2012

Navigating the IRS and IRS DLOM Practice Aid

International ASA Conference
Phoenix, AZ

This session with James Hitchner and Michael Gregory will address how to work with the IRS and address the "Job Aid for IRS Valuation Professionals Discounts for Lack of Marketability" with follow up commentary. 

October 1st, 2012

The Art of Issue Resolution

NAPM - ISM Twin Cities
Plymouth, MN

This presentation will explore how the IRS looks at issue resolution with a quick look at the IRS and then present three key areas applicable to you.  These are:

Management and Issue Resolution;

Think Strategically and Act Tactically; and

Key Practical Pointers of Do’s and Don’ts.

September 28th, 2012

How to Write Reports and Work with for the IRS

NACVA Eastern Pennsylvania Chapter
Philadelphia, PA

In general this presentation will address how to work with the IRS and how to prepare a report for federal income tax and estate and gift tax purposes.

September 25th, 2012

Effective Strategies for IRS Interactions

Muller Prost
St. Louis, MO

In this session you learn how various stove pipes within the IRS work differently so that you can take proper actions on your cases.   You will also learn how to raise concerns with whom and when, with a focus on issue resolution.  In addition, the technical topics of research credit, valuation issues, and transfer pricing are presented related to this topic.  Real world examples will bring home the major points

September 25th, 2012

Reasonable Compensation for Tax Exempt Entities

Mueller Prost
St.Louis, MO

In this session Jeanne Bax-Kurtz from Mueller Prost and Michael Gregory from Michael Gregory Consulting, LLC will use their backgrounds to discuss the technical topic of reasonable compensation focusing on steps the IRS uses to identify and develop the issue, what approaches are typically taken focusing on not for profits, and how to prepare for  auditors should an audit develop.

September 20th, 2012

From Start to Finish Working with IRS

Virginia Society of CPA’s
Richmond, VA

How to Write a Valuation Report for the IRS

August 30th, 2012

What Business Valuators Need to Know About the IRS

NACVA Colorado Wyoming Chapter
Denver, CO

In this session the IRS structure, formal and informal rules of engagement, key valuation issues, practical suggestions, and various risks are explored.  The inner workings of the IRS including practical pointers on who to work with on issues, what and who reviews the report, who approves what, and the audit process are explained.  Practical audit technique guides for valuators are introduced.  The roles of agents, estate tax attorneys and specialists are explained.  If returns are selected for examination the practitioner pitfalls and remedies are explained.

August 15th, 2012

Working with IRS: Pertinent Issues for Attorneys, Accountants and Appraisers

ASA Nashville, TN
Nashville, TN

This session will address classification, examination, Appeals, and litigation issues helping Practioners understand the official and unofficial rules of engagement at the IRS.