Past Speaking Events

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.

March 26th, 2018

What the IRS Looks for in a Business Valuation Report

Business Valuation Resources
Portland, Oregon

Mike’s latest book, Business Valuations and the IRS, Five Books in One (2018) will be used to address what the IRS looks for in a business valuation report, the most common errors in business valuation reports, what you can do to avoid these types of errors and should your report be audited, how to work with the IRS to resolve issues.

March 21st, 2018

Collaboration and the Great Wealth Transfer

Western Michigan Estate Planning Council
Fifth and Third Center in Grand Rapids, Michigan

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

March 5th, 2018

Coaching Your Client on Diversity

ATD Coaching Special Interest Group
Edina, Minnesota

In this session Mike explores how to work with your client to address areas of diversity in the workplace.

February 22nd, 2018

Peaceful Resolutions

Bloomington, Minnesota

With the application of neuroscience participants will work thorough de-escalation, communication, conversation, discussion, listening, negotiation, mediation, compromise and virtual approaches using the 10 steps necessary to reach an amicable solution.

February 20th, 2018

How to Work with the IRS

Estate Planning Council of Colorado Springs, Colorado
Colorado Springs, Colorado

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.