Past Speaking Events

June 7th, 2018

What You Need to Know About DLOMs and the IRS

AGN International
208 Barton Springs Rd, Austin, TX 78704

The DLOM is one of the most common adjustments by IRS valuers, so you need to know how to minimize the potential of your business valuation report being audited on this issue.

May 31st, 2018

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

North Carolina Association of CPAs
3100 Gateway Centre Blvd, Morrisville, NC 27560

ALL NEW for 2018 This course initially looks at the IRS, how it is organized and offers practitioners ideas to avoid an audit and what to do if audited and provide practical strategies on how to resolve issues with the IRS. This includes considering the use of experts such as appraisers and business valuers (ABV).

May 30th, 2018

What Business Valuers Need to Know For IRS Valuations

North Carolina Association of CPAs
3100 Gateway Centre Blvd, Morrisville, NC 27560

ALL NEW FOR 2018 - Mike’s latest book, Business Valuations and the IRS, Five Books in One (2018) will be used to address three technical sessions with the latest updates on valuing non-controlling interests in S-corps including an internal IRS email obtained by a Freedom of Information Request (FOIA) directly on point, reasonable compensation and discounts for lack of marketability for IRS purposes updated for 2018.

May 23rd, 2018

Golden Suggestions and Alternative Dispute Resolution with the IRS

NACVA Minnesota Chapter
3131 Campus Dr, Plymouth, MN 55441

After sharing how issue resolution works with the IRS during prefiling, examination, Appeals and litigation Mike presents golden suggestions for your consideration from his new book, Business Valuations and the IRS: Five books in one.

May 22nd, 2018

How the IRS Determines Reasonable Compensation and What You Should Do

Business Valuation Resources

In this presentation three Job Aids are introduced. Then highlights of the Job Aid on Reasonable Compensation are provided followed by a critique with valuable insights to help you when developing reasonable compensation. In short, this is the most up to date commentary on reasonable compensation and the IRS.

May 17th, 2018

A Full Day of CPE for Business Valuers

NACVA Massachusetts Chapter
5400 Computer Drive, Double Tree Hotel, Westborough, MA

Mike will focus on the five chapters from Business Valuations and the IRS that address alternative forms of dispute resolution in this interactive session.

May 11th, 2018

Collaboration and the Great Wealth Transfer

Roseville, Minnesota

Mike will define collaboration and the great wealth transfer engaging the audience in a high energy interactive session on this topic.

May 10th, 2018

Peaceful Resolutions

Dakota County
1590 Highway 55 Hastings, MN 55033-2343

This session will emphasize how we as coaches need to center ourselves and then help others de-escalate to be receptive to listening. We all encounter difficult people (situations where emotions run high).

April 24th, 2018

How to Conduct an S-Corp Valuation for the IRS Given IRS Internal Memorandums

Business Valuation Resources
Portland, Oregon

Two recently obtained internal IRS memorandums are shared so that you can work more effectively with the IRS on estate and gift tax valuations.

April 19th, 2018

Common Real Property Errors and Conflict Resolution with the IRS

Appraisal Institute North Star Chapter

Shedding light on the most common errors in real property appraisals from the perspective of the IRS, and he presents how to overcome conflict when the IRS appraisers raise issues.