Past Speaking Events

July 27th, 2016

Bring Everyone on Board with the Service Wide Initiative

Hands on Twin Cities
Big Brothers and Big Sisters St. Paul, Minnesota

During this session participants will work interactively with the instructor and each other through role plays and interactive exercises to explore how to bring everyone on board regarding the service enterprise initiative.   Concerns will be shared and addressed to give participants concrete ideas on how to address these concerns within their organization going forward.

July 27th, 2016

How to Work with the IRS on Research Credit Issues

Mueller Prost
Edina, MN

After presenting some real world examples to set the stage, Mike will share information about the changing IRS.   After sharing information Mike will promote interact with this very knowledgeable audience to mutually develop best practices. Finally, some additional items will be considered to allow participants to leave with important take away information to use in their practice.

July 19th, 2016

How to Work with the IRS

First Financial Resources
Dallas, Texas

Mike will discuss real world examples related to estates and gifts as well as corporations and present the ten most common mistakes by taxpayers on valuation.

June 30th, 2016

What Business Valuers Need to Know For IRS Valuations

Nebraska Society of CPAs
Mahoney State Park Ashland, NE

This is a full day of CPE for CPAs and CVAs covering four course topics.

Summary

June 29th, 2016

What CPA’s Need to Know to Avoid Audits and to Avoid Conflict When Audited

Nebraska Society of CPAs
Mahoney State Park Ashland, NE

This is a full day of CPE for CPAs covering five subject areas.

June 20th, 2016

How to Write a Business Valuation Report for the IRS

Indiana CPA Society
Indianapolis, IN

From Mike’s book on Business Appraisals and the IRS based on his experiences at the IRS (28 year career) and the private sector (5 years) Mike shares with you how IRS business appraisers are trained and what they use to evaluate a business appraisal.  Potential penalties on appraisers with an example demonstrate ramifications of not following standards.   Check sheets are presented that follow professional standards and how these are used by those evaluating an appraisal.  Finally estate and gift tax classification processes are explained to help appraisers avoid pitfalls.

June 2nd, 2016

Understanding How to Work with the IRS - Lessons from Neuroscience

Bakers Dozen First Financial Resources
Colorado Springs, CO

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 three examples, Mike provide background on certain aspects of neuroscience that may be helpful in conflict resolution. After a brief discussion on the structure of the IRS, and how it may impact the audit process, Mike will discuss nine more real world examples and provide additional insights that will be helpful in understanding how to avoid and what to do if audited.

May 23rd, 2016

Estate and Gift Tax Valuations and the IRS – What Business Valuers Need to Know

AGN North America
San Diego, CA

From Mike’s book on How to Work with IRS: Second Edition (June 2014), and his experiences both at the IRS (28 year career) and in the private sector since 2011 Mike presents insights on how to address business valuation issues with the IRS on Estate and Gift tax returns.   Ten examples are presented covering topics such as S-Corps, Discounts for Lack of Marketability, and Reasonable Compensation.

May 17th, 2016

Three Presentations - Working with the IRS, Non-Controlling S-Corp Valuations, Discounts for Lack of Marketabilityh

Bucks County Estate Planning Council
Doylestown Country Club in Doylestown, PA

Estate and Gift Tax Issues and the IRS

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.

Valuing Non-Controlling Interests in S-Corps

May 13th, 2016

Navigating the IRS on Business Valuation Issues

Valuation Research Corporation
Hilton Boston Downtown/Faneuil Hall

Drawing on research in the field of neuroscience, Mike will provide practitioners with insights into how conflicts may be resolved with the IRS. After an introduction with two examples, Mike provides background on certain aspects of neuroscience that may be helpful in conflict resolution. After a brief discussion on the structure of the IRS, and how it may impact the audit process, Mike will discuss nine more real world examples and provide additional insights that will be helpful to practitioners navigating the audit, appeals or litigation process on behalf of their clients.