Upcoming Speaking Events

October 3rd, 2018

How to Work with the IRS

Milwaukee Estate Planning Council
924 E Wells St, Milwaukee, WI 53202

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 are explored to provide insight of what to do to avoid an audit and what to do if audited using neuroscience. The insights from neuroscience may be applicable to resolving any conflict and negotiating winning solutions.

October 5th, 2018

How to Overcome Conflict with Collaboration

American Society of Appraisers - Virtual Chapter
Washington, DC

Brain science will be applied to enlighten participants on the steps necessary in order to explore and enhance opportunities to provide for better client outcomes. Mike will introduce the National Association of Estate Planning Council’s Legacy training on Multi-Disciplinary Teaming and expand on how attorneys, CPAs, CLUs, financial experts and business valuers can enhance client outcomes through collaboration.

October 8th, 2018

How to De-escalate and resolve conflicts with clients, associates and others based on neuroscience

Financial Planning Association of Minnesota
1301 2nd Ave S, Minneapolis, MN 55403

October 26th, 2018

How to Overcome Conflict with Collaboration

Michigan Society of Infection Prevention and Control
Lansing, Michigan

October 29th, 2018

What Can We Learn from the Lund’s Case?

Minnesota Society of CPAs
3131 Campus Dr Plymouth, MN 55441-2620

October 30th, 2018

National R&E Round Table Presentation

Mid-Market R&E Group
100 Tristate International, Lincolnshire, Illinois

This session will be broken up into three parts.  The first part will address conflict resolution with the IRS focusing on helping you and others to first de-escalate, and then build upon communication, conversations, listening and collaboration to resolve research credit conflicts with the IRS.  The second part will be an update on the IRS related research credit to help you navigate through the most current IRS approach to the issue.  The third part will be an interactive session to address your specific questions and concerns.

November 2nd, 2018

Taking Advantage of the Collaboration Effect

Pinnacle Equity Solutions
Boston, Massachusetts

Mike will be using elements from three of his books in today’s presentation, Peaceful Resolutions, The Servant Manager and Business Valuations and the IRS. Brain science will be applied to enlighten participants on the steps necessary in order to explore and enhance opportunities to provide for better client outcomes.  The processes of de-escalation, communication, conversation, listening, discussion, negotiation, and compromise leading to collaboration are presented to give participants the tools they need so that they can apply them immediately in their practice. 

November 6th, 2018

How to avoid and what to do if audited by the IRS

Siouxland Estate Planning Council, Inc.
385 East 4th Street, South Sioux City, Nebraska 68776

In this session Mike provides real insights into the workings of the IRS including classification and what to do if audited by the IRS.  Having worked with neuroscientists over the last four years, Mike offers some real insights based on real world examples of how to build relationships, listen, educate the IRS and then initiate a process of negotiation to resolve issues at the lowest level. 

November 14th, 2018

Conflict Resolution and Leadership for CFO’s, Controllers and CPAs

Institute of Management Accountants

Mike will be using elements from three of his books in today’s presentation, Peaceful Resolutions, The Servant Manager and Business Valuations and the IRS. Brain science will be applied to enlighten participants on the steps necessary in order to explore and enhance opportunities to provide for better client outcomes.  The processes of de-escalation, communication, conversation, listening, discussion, negotiation, and compromise leading to collaboration are presented to give participants the tools they need so that they can apply them immediately in their practice. 

View Past Events Michael has presented at.