Past Speaking Events

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.

May 1st, 2012

Historical Perspectives of the Market Related to Liquidity and Returns by Dr. Ashok Abbot and Michael Gregory

NACVA Webinar

In this session Dr. Ashok Abbott presents his research on liquidity and size looking at public markets.  Each is important, but clearly liquidity is the more significant factor. Practical implications are presented.

April 30th, 2012

How to Write a Business Valuation Report for the IRS (a three part series)

Financial Consulting Group University Program, Atlanta, GA
Atlanta, Georgia

This half day session on How to Write a Report for the IRS is broken down into three parts.  These are:  a look at the IRS organization, different stove pipes and customers, their expectations, and how to prepare for specific market segments in the IRS; standards used to review reports, how they are applied, and what Practioners can learn from this process; and common errors in reports, how they can be avoided, lessons learned at the IRS, and what you can learn from this process to improve your practice.

April 27th, 2012

Issue at the IRS Corporate Level and Lessons Learned

Conflict Resolution Minnesota
St. Paul, MN

At this session mediators learn the ins and outs of mediation at the IRS.  The IRS is broken up into different stove pipes.   Some  examination divisions have official mediation processes and others operate informally.   Official and unofficial processes are explained allowing participants to navigate the IRS organization and understand the mediation process at the IRS.