Past Speaking Events

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.

October 22nd, 2015

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

Wyoming - Colorado NACVA Chapter
Denver, CO

Participants on this webinar will:

·         Learn the most current thinking by the IRS when the IRS reviews an S-Corp valuation

·         Learn what the IRS deems as not acceptable and potential litigating approaches

·         Understand how the IRS thinks the valuation should be completed

·         Understand what the IRS thinks of various court cases and tax affecting

·         Gain insight from the presenter on how you may want to respond going forward

October 14th, 2015

Diversity, Communication and Perspective

State of Minnesota
St. Paul, MN

In this session Michael Gregory introduces the topic with a fun exercise that helps participants explore differences and the need for differences in the work place.   After exploring this process, a series of tips with discussions and ways you can interactively work with your teams on these issues are presented.  Exercises on listening, discussing race equality, and other topics really bring these topics home to participants.  Diversity is not an add on topic, but needs to be part of our culture.  It begins with the hiring process and extends throughout ones career.

October 14th, 2015

Peaceful Resolutions

State of Minnesota
St. Paul, MN

This session explores the steps associated with resolving conflict in the work place.  The session begins with an introduction to the art of communication, conversation, listening, discussion, negotiation, mediation and compromise.   The Facts, Issues, Feelings, Interest (FIFI) model and the Recognize, Issues, Generate, Solutions (RIGS) models are introduced to help mangers apply these and other tips to difficult situations.   The focus is on being a servant manager and being there to help even with difficult people and difficult situations.  When anger begins, it needs to be controlled.  A

October 8th, 2015

How the IRS Determines Reasonable Compensation with Job Aid Commentary by the Original IRS Champion

Eastern PA NACVA Chapter
Philadelphia, PA

Participants on this webinar will:

·         Learn the most current thinking by the IRS when the IRS reviews reasonable compensation

·         Learn what the IRS deems the most appropriate data sources and their limitations regarding reasonable compensation

·         Understand how the IRS thinks the issue of reasonable compensation should be approached

·         Understand what the IRS thinks of various court cases associated with different aspects of the issue

·         Gain insight from the presenter on how you may want to respond going forward.

October 8th, 2015

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

Eastern PA NACVA Chapter
Philadelphia, PA
Participants on this webinar will:
Learn the most current thinking by the IRS when the IRS reviews an S-Corp valuation
Learn what the IRS deems as not acceptable and potential litigating approaches
Understand how the IRS thinks the valuation should be completed
September 22nd, 2015

How to Work with the IRS

Emerald Coast Estate Planning Council
Destin, FL

From Mike’s commentary on How to Work with IRS: Second Edition (June 2014), and after an overview of how the IRS is organized into 13 different business units, concentrated commentary is presented regarding these issues in the  Large  Business and International Division (LB&I) (assets over $10M) and the Small Business Self Employed Division (SBSE) (assets $10M and less).  As an example the estate and gift classification process is followed from start to finish to provide insight.  Issue resolution at the IRS is division dependent.  Both LB&I and SBSE have i

September 18th, 2015

Learn How to Work with the IRS on Technical Issues

Indiana CPA Society
Carmel, IN

From Mike’s commentary on How to Work with IRS: Second Edition (June 2014), and after an overview of how the IRS is organized into 13 different business units, concentrated commentary is presented regarding these issues in the  Large  Business and International Division (LB&I) (assets over $10M) and the Small Business Self Employed Division (SBSE) (assets $10M and less).  As an example the estate and gift classification process is followed from start to finish to provide insight.  Issue resolution at the IRS is division dependent.