Past Speaking Events

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.

August 8th, 2012

Effective Strategies for Working R&E Credit with the IRS

PKF of North America
Mueller Prost in St. Louis, MO

Michael Gregory of Michael Gregory Consulting will take a little over an hour of a two hour time slot to allow ample time for interaction and discussions relating to research credit issues.  His presentation will focus on “Effective Strategies for Working R&E Credit with the IRS.  He will take excerpts from his new book “How to Work with the IRS: Strategies for Attorneys, Accountants and Appraisers” to introduce key pointers related to the IRS stovepipe organizations and how they approach this issue differently as well as the official and unofficial rules of engagement on issue

August 1st, 2012

How to Write a Report for the IRS Parts I, II, and III, Petroleum Issues and Where Do You Turn?, Key Points with Do’s and Don’ts When Working with the IRS

Estate Planning Council NW North Dakota Minot, North Dakota
Minot, North Dakota

This full day of CLE will address three topics in the morning and two in the afternoon.  The morning session will focus on report writing looking at the different market segments in the IRS, standards used to evaluate reports, and common mistakes that can be avoided with a good quality control system.  The afternoon session with focus on petroleum issues related to the Bakken formation and close out with "Do's and Don'ts" when working with the IRS.

June 27th, 2012

How to Work with IRS: Strategies for Estate and Gift Tax Attorneys

Estate Planning Council: Shreveport, Louisiana
Shreveport, Louisiana

This session will address how estate and gift tax attorneys can plan, prepare, and work more effectively with the IRS.  Classification, examination, Appeals and litigation strategies will be presented to provide  the Practioner with ways to more effectively execute activities when preparing federal estate and gift tax returns.