Past Speaking Events

December 1st, 2015

Issue Resolution and the IRS

University of Minnesota Master of Business Taxation
Minneapolis, MN

As part of a panel Mike will address issues related to taxpyaer rights, IRS information documentation requests for large businesses and how to foster relationships with the IRS.  Various models will be presented for consideration for participants with an emphesis on both emotional and rational lessons learned from neuroscience.

November 18th, 2015

Discount for Lack of Marketability and the IRS

Business Valuation Resources Webinar
Portland, OR

Mike provides the most current thinking on Discounts for Lack of Marketability in this presentation.  He critiques the IRS Job Aid on Discount for Lack of Marketability that he championed while at the IRS and offers insights from his experiences in the private sector to assist you when addressing such issues for either a federal tax or other purpose.  This insightful commentary will provide you with how to work with your client and with the IRS on this and other technical issues.

November 17th, 2015

Mediation

William Mitchell College of Law
St. Paul, MN

In a panel forum mediation will be discussed.  Mike will present commentary related to mediation in a business to business, business to government and within businesses perspective.  Commentary will center on boards of directors, investors and small businesses based on personal experiences.

November 4th, 2015

Valuing Non-Controlling Interests in S-Corps for IRS Purposes

AGN International North America
Webinar

This IRS Job Aid is presented by Michael Gregory, the original IRS issue champion of this initiative. This recently released internal IRS document present background on this topic from the perspective of the IRS.   This document was written to help IRS professionals that are examining S-Corp valuations.  Major elements of this document are presented and Michael Gregory offers his insights as to what this might mean for business valuers.

October 30th, 2015

Effective Strategies for Avoiding and Resolving IRS Audits

Kansas Society of CPAs
Kansas City, MO
October 30th, 2015

IRS Job Aid for Valuing Non-Controlling Interests in S-Corps

Kansas Society of CPAs
Kansas City, MO

You will learn about the IRS internal Job Aid entitled “The IRS Valuation of Non-Controlling Interests in Business Entities Electing to be Treated as S Corporations for Federal Tax Purposes: A Job Aid for IRS Valuation Analysts” dated October 29, 2014.  This is presented by Michael Gregory, the original IRS issue champion of this initiative.   This internal IRS document presents background on this topic from the perspective of the IRS.   This document was written to help IRS professionals that are examining S-Corp valuations.

October 30th, 2015

IRS Job for Reasonable Compensation

Kansas Society of CPAs
Kansas City, MO

You will learn about the IRS internal Job Aid entitled “Reasonable Compensation Job Aid for IRS Valuation Professionals” dated October 29, 2014.  This is presented by Michael Gregory, the original IRS issue champion of this initiative.   This internal IRS document presents background on this topic from the perspective of the IRS.   This document was written to help IRS professionals that are reviewing reasonable compensation issues.

October 28th, 2015

How the IRS Values Interests in S-Corps and What You Should Consider

Virginia Society of CPAs
Tysons, VA

You will learn about the IRS internal Job Aid entitled “The IRS Valuation of Non-Controlling Interests in Business Entities Electing to be Treated as S Corporations for Federal Tax Purposes: A Job Aid for IRS Valuation Analysts” dated October 29, 2014.  This is presented by Michael Gregory, the original IRS issue champion of this initiative.   This recently obtained internal IRS document presents background on this topic from the perspective of the IRS.   This document was written to help IRS professionals that are examining S-Corp valuations.

October 26th, 2015

How to Avoid and What to do if Audited by the IRS

Tennessee Society of CPAs
Brentwood, TN

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 August 2011 Mike presents insights on how to address issues with different divisions at the IRS.   As an example the estate and gift classification process is followed from start to finish to provide insight.

October 25th, 2015

Peaceful Resolutions: How to Avoid and Prevent Conflict

Incarnation Lutheran Church
Shoreview, MN

Today’s session focuses on “Peaceful resolutions, how to prevent and resolve conflict!” In his presentation today Mike ties together a Biblical perspective on what it means to be a "peacemaker", with shared commentary from Frederick J. Gaiser, Professor at Luther Seminary, and Martin Luther.  A model is presented to assist you and others when we find ourselves in conflict with or when we are at odds with another person.