Past Speaking Events

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.

June 21st, 2012

How to Work with the IRS- What Business Valuators and Clients Need to Know

Consulting Training Institute/ NACVA
Dallas, TX

This session will stress what business valuators need to know when preparing reports for the IRS.  If the report should come up on audit, who to work with and how to work with IRS personnel effectively is presented to allow the business valuator to execute strategies effectively and work towards a timely closure.

May 24th, 2012

How you Can Effectively Use the Discounts for Lack of Marketability Job Aid for IRS Valuation Professionals

NACVA, Boston, MA
Westborough, MA

At this session the IRS Job Aid is presented with background information and recommendations on how the guide can be used effectively by Practioners.  In addition, updated comments are provided on DLOM, and information is presented related to classification, and other pertinent topics of interest for business valuators.

May 17th, 2012

How to Work with the IRS

Mid American Financial Group, Lake Elmo, MN
Lake Elmo, MN

At this session, localized information is provided to a group of consultants related to how to work with the IRS with an overview on a series of topics gemaine to the specific audience.   Specific information pertinent to this geographic area is supplied to help in the understanding of the IRS.

May 14th, 2012

Issue Resolution and Mediation

Twin Cities Chapter of the ASA Minneapolis, MN
Minneapolis, MN

In this session, the concept of mediaton is introduced.   Participants are broken up into groups.  Each groups is given two scenarios and a volunteer mediator works with the parties to see if they can come to resolution on a valuation issue.   The process is critqued allowing participants to learn from the process.  As a result participants gain a better understanding of the process, and learn to appreciate the art of mediation.

May 7th, 2012

A Review of the Gallagher Case TCM 2011-148 with Dan Van Vleet and Richard May: Effective Strategies for Avoiding and Resolving or Settling IRS Audits Out of Court

ASA Chapter, NYC, NY
New York City, New York

The first session addressed strategies to avoid an IRS valuation audit, but if audited practical pointers were presented on who to work with on the issue and how to work to resolve an issue as timely as possible.    The second session focused on the Gallagher case with panel members Dan Van Vleet and Richard May (one of the experts on the case).  Lessons learned were presented and summarized to help business valuators in preparation of their work being prepared for federal tax pursposes.

May 4th, 2012

Developing the Cost of Capital for Valuation Engagements – Tying the Strands Together by Dr. Ashok Abbott and Michael Gregory

NACVA Webinar

In this session the commentaries from the previous four days of webinars are tied together reflecting how the cost of capital, professional data sources, options methods, and liquidity all are pertinent in business valuations depending on the facts in the case.

May 3rd, 2012

Liquidity Discounts – Option Based Methods by Dr. Ashok Abbott and Michael Gregory

NACVA Webinar

In this session the research conducted by Dr. Ashok Abbott is provided.  This research demonstrates the significant impact that liquidity and size play in determining liquidity discounts.  Size matters, but liquidity is more signicant.   Practical implications are presented.