Past Speaking Events

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.

December 5th, 2011

Stories and Statistics from the IRS

Kiwanis Club North Suburban Golden K St. Paul, MN

With 28 years at the IRS in a variety of positions, both humerous and serious stories were presented to the audience to give them a perspective on what an interesting place the IRS is, and to enlighten the audience and provide a face from the perspective of a retired IRS territory manager.

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.