Past Speaking Events

December 7th, 2015

Annual Tax Forum by the RI CPAs

Rhode Island Society of CPAs
Providence, RI

This session includes a full day of CPE addressing four  specific areas. The first three areas address Discounts for Lack of Marketability (DLOM) and the IRS, reasonable compensation determinations by the IRS, and valuing S-Corp non-controlling interest by the IRS being presented by the original IRS issue champion on these issues.  Participants will learn how the IRS approaches each of these issues and what you can do when addressing these issues with your cases  Having addressed these three technical topics the fourth session will addres on How to  Work with the IRS.

December 4th, 2015

How the IRS Values Non-Controlling Interests in S Corps with Job Aid Commentary by the Original IRS Champion

NACVA State of MN Chapter
Plymouth, MN
Learn about the IRS internal Job Aid released in April 2015:
 
“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 
 
December 4th, 2015

How to Work with the IRS

Empire Valuation and Federal Street Advisors
Boston, MA

Based on his years of experience, Mike will be giving a presentation entitled How to Work with the IRS.  Mike will provide insights with a dozen examples on how with the application of neuroscience can be used resolve conflicts with the IRS.  After this introduction key information on the structure of the IRS, how the structure may impact the audit process involving business valuations for estate and gift tax returns, and provide insights that will be helpful to practitioners who are navigating the audit appeals or litigation process on behalf of their clients.

December 3rd, 2015

How to Work with the IRS

Based on his years of experience, Mike will be giving a presentation entitled How to Work with the IRS.  Mike will provide insights with a dozen examples on how with the application of neuroscience can be used resolve conflicts with the IRS.  After this introduction key information on the structure of the IRS, how the structure may impact the audit process involving business valuations for estate and gift tax returns, and provide insights that will be helpful to practitioners who are navigating the audit appeals or litigation process on behalf of their clients.

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.