Past Speaking Events

December 2nd, 2016

How to De-escalate and Resolve Conflict with Clients, Associates, the IRS and Others

NACVA State of MN Chapter
Plymouth, MN

We lose our tempers. We work with those that lose their tempers.

November 4th, 2016

Conflict Resolution on Business Valuation Issues and the IRS

Utah State Chapter of NACVA
Salt Lake City, UT

IRS  fair market value interests are explored relating to both technical business valuation topics and administrative steps that can be taken to reduce the probability of an audit and what to do if audited by the IRS. 

November 4th, 2016

How the IRS Values S Corporations

NACVA Utah Chapter
Salt lake City, UT

In this session Mike ties together the IRS Job Aid on S corporations and updates based on his book, How the IRS Values Non-Controlling Interests in S- Corps with Job Aid  Commentary by the Original IRS Champion, and two more recently updated models.

October 25th, 2016

IRS Audit Environment and Best Practices

First Financial Resources
Amelia Island, Florida

Drawing on research in the field of neuroscience, Mike will provide practitioners with insights into how conflicts may be resolved including with the IRS. After an introduction with two examples, Mike provide background on certain aspects of neuroscience that may be helpful in conflict resolution.

October 20th, 2016

How to Avoid and What to do If Audited by the IRS on an Estate or Gift Tax Return

Estate Planning Council of Indianapolis
Indianapolis, IN

A brief background on the IRS organization as it relates to Estate and Gift tax issues is presented to provide the participant with insight into the various silos and different cultures associated with business appraisal issues.  The process of both the national and local classification process in Estate and Gift tax is presented and issues related to an examination explored to provide insight of what to do to avoid an audit and what to do if audited.

September 23rd, 2016

Business Valuation Topics and Conflict Resolution with the IRS

Iowa Society of CPAs
DesMoines, Iowa

A full day of CPE will cover four topics for two hours each.  These are "How to Work with the IRS", "Valuing Non-Controlling Interests in S-Corps", "Reasonable Compensation and the IRS" and "Discount for Lack of Marketability and the IRS".  Mike has written 10 books and takes elements from eight of these books with current updates to address the issues technically and overcome conflicts with IRS personnel related to these topics.

September 9th, 2016

How to Resolve Conflict with Business Valuations

Indiana CPA Society
Indianapolis, IN

From Mike’s books on How to Work with IRS: Second Edition (June 2014), Peaceful Resolutions (April 2016) and his experiences both at the IRS (28 year career) and in the private sector (5 years) Mike presents insights on how to resolve conflict  with business valuation issues.   Ten examples are presented covering topics such as S-Corps, Discounts for Lack of Marketability, and Reasonable Compensation.  Mike presents steps you can take when working with the IRS agents, estate and gift tax attorneys, and valuation specialists and in other situations with experts to a

September 7th, 2016

What's New in Conflict Resolution, Mediation and Virtual Mediation

Minnesota Continuing Legal Education
Minneapolis, Minnesota

In this session Mike provides the current status of conflict resolution, mediation and virtual mediation related to conflic resolution nationally with a specific emphasis on Minnesota.

 

August 25th, 2016

How to De-escalate and Resolve Conflicts with Clients, the IRS, Associates and Others

Virginia Society of CPAs
Glen Allen, Virginia

We lose our tempers. We work with those that lose their tempers. How can we maintain ours and help others maintain theirs through a process of de-escalation when involved with a negotiation? Besides the PPT presentation I offer two handouts regarding key points from neuroscience related to de-escalation and negotiation.

August 4th, 2016

Leadership Topics for Not for Profits

Hands on Twin Cities
St. Paul, MN

Mike is being tapped to expand upon his experiences in leadership and management development to lead sessions related to de-escalation, communication, conversations, discussion, listening and negotiation.  Interactive exercises will enable participants to enhance their skills and be able to apply what they have learned with their teams.