Past Speaking Events

December 1st, 2011

IRS Divisions and Risk Management

MN NACVA Chapter, Plymouth, MN

At the annual Minnesota Chapter of NACVA CPE this presentation focuses on how the IRS is organized, and from this information, what business valuators need to know to work effectively with the IRS.  Practical commentary on classification, examination, Appeals, and litigation are presented to help business valuators understand how things work in the IRS relative to busines valuation issues.

August 23rd, 2011

IRS's DLOM Job Aid: Discount for Lack of Marketability Job Aid for IRS Valuation Professionals

Jim Hitchner - Financial Products and Valuation
Atlanta, Georgia webinar

Jim Hitchner, Jim Aldering and Mike Gregory discuss the IRS's recent release of the Discount for Lack of Marketability Job Aid for IRS  Valuation Professional that was officially released the day before on August 22, 2011.  Mike Gregory was the champion of this issue at the IRS before retiring in July 2011.   The background, and an overview of the document are presented and a more detailed discussion on the most commonly used methods allows the participant to understand how  the IRS approaches DLOM issues.

August 22nd, 2011

IRS’s DLOM Job Aid, Discount for Lack of Marketability Job Aid for IRS Valuation Professionals

Webinar Financial Valuation and Litigation Expert with James Hitchner and James Alerding

In this James Hitchner lead webinar James Hitchner, James Alerding, and I discuss key elements from the IRS’s DLOM Job Aid, Discount for Lack of Marketability Job Aid for IRS Valuation Professionals.    Background, key concepts, and valuable take away information are provided to help Practitioners use this tool effectively.