Past Speaking Events

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.

April 20th, 2012

1. How to Work with the IRS 2. DLOM and Subchapter S Adjustments

ASA Philadelphia, PA
Philadelphia, PA

Two presentations were presented.  The first session addresses how to work at the IRS exploring the IRS organization, how valuation issues are addressed at the IRS, and what practitioners can take away and apply in their practice.   The second session addresses the discount for lack of marketability and subchapter S valuation issues.

March 23rd, 2012

The IRC, E&G Classification and Issue Resolution at the IRS

Financial Investment Group
Roseville, MN

This presentation focuses on the workings of the IRS, background on the Interal Revenue Service Code and Regulations, estate and gift tax classification, and issue resolution at the IRS.

February 2nd, 2012


22nd Annual BV Conference sponsored by ASA, IBA, NACVA
Minneapolis, MN

At the annual ASA, IBA, NACVA technical conference in Minneapolis the "Discount for Lack of Marketabiltiy Job Aid for IRS Valuation Professionals" is presented with additional follow up commentary to provide business valuators with information to help them with this issue.

January 20th, 2012

DLOM, 409A, Tax Affecting Sub S. Corps

Fair Value Summit San Francisco, CA
San Francisco, CA

At this session discussions focus on the discount for lack of marketability, 409A, and tax affecting subchapter S corporations.    The focus is on how these issues maybe developed for tax purposes given how these issues may be developed for financial purposes.  Real world examples brought home the lessons learned.

January 20th, 2012

DLOM, Affecting Sub S Corps

Valuation Roundtable
San Francisco, CA

Practial commentary on the Discount for Lack of Marketability Job Aid for IRS Valuation Professionals with updated information as well as issues related to subchapter S corporation valuations are presented to assisting practicing business valuators with working these issues.

December 6th, 2011

IRS Stories and Statistics

Kiwanis Club North Suburban
Roseville, Minnesota

Interesting commentary and stories about the experiences of an IRS specialist that worked on various issues in the field, as a front line manager in several areas, an operations team lead in research, a controller, an acting assistant district director for two years, and as a territory manager with responsibilities over 23 states are recounted.  In addition, interesting statistics are provided to give the audience something to think about relating to our tax structure.