Dear Colleague,
It has been my pleasure to address state bar
associations in Arkansas and Minnesota as a
speaker.
I would like you to consider inviting me to make a
presentation to your bar association.
For those interested in numbers, my CLE session with the Minnesota Bar Association resulted in a presenter rating of
6.0 on a 7.0 scale.
I have prepared the following pages with details about my growing business:
• With the MichaelGregory Institute
I am now offering the following TAX and LEADERSHIP topics for
presentation as KEYNOTE SPEECHES and TRAINING SESSIONS for groups and companies.
• With the
Michael
Gregory Institute
I am creating LIVE PRESENTATIONS, WEBINARS, BOOKS, and
VIDEOS for presentation and sale to you and your group.
I encourage you to print out various pages and/or circulate the entire brochure to your colleagues. I look forward to
hearing from you. Please contact me via email at [email protected] or by telephone at (651) 633-5311.
Mike Gregory
MichaelGregory Institute: Tax Topics
How to Work with the IRS Based on Mike’s book How to Work with IRS: Second Edition (published in June 2014), the topics of estate and gift classification at the IRS and issue resolution within various compliance divisions of the IRS are explored. Mike presents steps you can take from the initial filing of the return to avoid an audit, examination tips if audited, appeals recommendations on unagreed cases, and litigation tips when working with specialists to allow you to take appropriate actions at each step along the way. Expert Witnesses and the IRS
Having testified in US Tax Court, led a litigation support team of expert witnesses specialists at the IRS, and now in the private sector having reviewed and critiqued scores of expert witness reports for federal tax purposes from filing to litigation, Mike offers several insights regarding tax litigation and the IRS to help experts and those working with experts.
Discount for Lack of Marketability and the IRS
This session provides background and the most current perspective on this topic. Beginning with the “IRS Job Aid”, which Mike championed at the IRS, and proceeding with an update on the sources critiqued in the IRS Job Aid and additional sources, various methods are presented for consideration when developing a DLOM. In the most current book on the subject Discount for Lack of Marketability and the IRS (October 2013) the modelers who originally critiqued in the IRS Job Aid were asked by Mike for feedback. Their feedback plus Mike’s insights are presented to help valuers and those that work with valuers addressing this issue.
Subchapter S-Corp: What the IRS Looks for in a Business Valuation
As the former champion on the Subchapter S-Corp issue at the IRS, Mike explores how the IRS looks at a business valuation focusing on tax affecting Subchapter S-Corps. With his books Business Appraisals and the IRS (May 2013) and Valuing Interests in S-Corps (June 2013) What the IRS Looks at When
Evaluating a Valuation Report
This session will briefly introduce the participants to the IRS
official organization to help participants understand that various parts of the IRS look at valuation reports differently. Next the session explores how the IRS looks at a business valuation in the estate and gift tax arena from classification to audit. Professional standards are reviewed to demonstrate to the participants how these standards are used by the IRS.
How to Write a Business Valuation Report for the IRS
Comments on various
professional and IRS business valuation standards are
introduced. The most common errors in business valuation reports are presented based on feedback from the courts, from various IRS sources including the field, Appeals, Counsel and from the Tax Litigation Division of the Department of Justice and Mike’s experiences. Professional standards are presented and discussed to ensure a business valuator understands how the IRS uses these to evaluate a report.
coupled with updates, Mike presents current material on this topic. This information is presented to assist you as a business appraiser or those working with business appraisers to make good decisions based on the facts in your case. Specific recommendations are suggested when providing an S-Corp valuation for various purposes. How to Approach Reasonable Compensation
As the former champion of this issue at the IRS, Mike offers insights into reasonable compensation issues as a common adjustment area for closely held private stock valuations. The area is explored looking at common criteria, court case insights, and lessons learned from reviews to help business appraisers and those concerned with this issue.
MichaelGregory Institute: Leadership Topics
How Firms Can Attract,
Develop and Retain Top Talent
From Mike’s book “The Servant Manager: 203 tips from the best places to work in America” (November 2013) Mike brings his 30 plus years of management experience, 14 years of teaching on this topic, interactions
learned together with clients and pulls these together for direct application for you and your firm. He provides you with lessons derived from these best practices and working with clients to help make your firm an even bigger success.
Leadership and Opportunity Leadership is hard, continuous and an art. Leadership begins with you. Opportunities pull and attract others. Lessons learned regarding leadership and developing the leader within are discussed with participants. As a civil servant of the year twice in his career, once as a front line manager and second as an executive leader lessons
including issue resolution, trust, delegation, listening, dealing with difficult people, thinking like a leader and others to allow participants to think and apply information learned here in their work settings and their own groups. This is a fun way to bring team building and understanding together.
Enhancing Effectiveness
Enhancing effectiveness is all about being a servant to provide service over self-interest. To some this comes naturally. To others this is counterintuitive. In this session participants learn to bring a positive attitude and apply the skills necessary in order to bring others on board, discover the habits of uncommon leaders, and identify ways to bring self-fulfillment to their work environment
Managing Your Time and Your Life
In this session participants are asked to reflect on their priorities at work and home life. Tools are provided to set goals, prioritize, and take actions. Useful time management techniques are provided and ideas are presented learned and now applied in
the private sector can help you too. Participants learn how to use opportunities and develop actionable items going forward to advance themselves. New leadership thinking techniques tie everything together. Motivate yourself and your team with these proven techniques.
Peaceful Resolutions
How do you work with difficult people, at work, at home and in other situations? Understanding the art of communication,
conversation, negotiation,
mediation and cooperation using tools presented in this session and real world examples, participants can apply the lessons learned in their work and other environments to become more productive and enhance their wellbeing.
Interactive Training:
Communication, Diversity
and Perspective
In this session an example of interactive training on communication, diversity and perspective is presented virtually (or actually for groups under 100), and a host of topics for interactive training topics are introduced
to avoid common time wasters and avoid procrastination. The participant will leave with ideas and tools to take control of their life and apply the lessons learned to manage their time effectively.
Delegation Made Easy
One of the most common errors in making your life easier as a delegatee or a delegator is to make sure everything was communicated effectively between the parties and clearly understood including tasks, authority, responsibility, time frames and participants. This session provides insights, checklists, questions to be asked by each of the parties, and appropriate follow up to ensure the delegated task and the expectations of the participants all come together. This makes for a win-win situation.
MichaelGregory Institute: Your Expert Presenter
Michael A. Gregory is the Chief Manager of Mike Consulting, LLC focusing on issue resolution, valuation reviews, and value added services. Mike helps high-wealth clients, attorneys, accountants, and appraisers with issues at the IRS, issues between businesses, and issues within businesses. Value added services has expanded from strategic planning to developing leaders and working with managers to align employees to enhance customer satisfaction, improve business results and further employee satisfaction.
Since opening up his own firm in September 2011 Mike has worked with clients to help them identify, address and resolve issues. As an author and public speaker, Mike presents on business valuation and other issues, working with the IRS, mediation and negotiation techniques and developing employees and managers. Mike has presented more than 40 webinars and more than 100 live presentations to state CPA chapters, Estate Planning Councils, State Bar Associations, appraiser organizations and academia. Mike is an Accredited Senior Appraiser with the ASA, is a Certified Valuation Analyst with NACVA, and a Qualified Mediator with the Minnesota Supreme Court. He has testified as an expert witness before the U.S. Tax Court and has been deposed in other federal court jurisdictions.
Mike worked for the U.S. Department of Treasury, Internal Revenue Service, from 1983 through July 2011. At the IRS Mike served as a Territory Manager in the Large Business and International Division focusing on valuation issues nationally. Earlier he served as the Acting Assistant District Director, Controller, Research Team Leader, Litigation Support Manager, other manager positions and a Valuation Specialist. As an IRS territory manager with responsibilities for up to 23 states Mike had an emphasis in
the business valuation and tax-related engineering issues arena nationally. Mike has managed at every level and had up 1,200 employees. Mike championed the IRS internal teams on reasonable compensation, valuing S-Corporations, 409A, appraiser penalties, the Discount for Lack of Marketability and other issues. At the IRS Mike mediated disputes between corporations and the IRS with tax differences ranging from less than $1 million to just under $1 billion. Mike also taught and helped write management training over his last 11 years at the IRS and continues train managers and employees today. This training focuses on the behavioral skills needed to be a servant to others.
Mike has an MBA in Finance from DePaul University; a Master of CEE from the University of Wisconsin, Madison; and a BS from Valparaiso University. He is the author of seven books, How to Work with the IRS: Strategies for Attorneys, Accountants and Appraisers (2012); Business Appraisals and the IRS (2013); Valuing Interests in S-Corps (2013); Discount for Lack of Marketability and the IRS (2013); The Servant Manager: 203 tips from the best places to work in America (2013). The Wheels Are Falling Off the Wagon at the IRS (2014); and Peaceful Resolutions (2015). All seven books are available at his web site at www.mikegreg.com
Mike is the author of articles including ”IRS Oversight of CPAs that Provide Valuation Services” Journal of Accountancy (2013); “IRS Oversight of CPAs Who Provide Valuation Services” for The Tax Advisor (2013); “Understanding the U.S. Tax Court Litigation Process” for the National Litigation Consultants Review (2013); “Working with the Human Side of the IRS” for KALA, the official publication of the Hawaii Society of CPAs (2013); and “The Human Side of the IRS” for Footnote, a publication of the Minnesota Society of CPAs (2013).
It is a rare combination when delivery matches vast technical expertise. You have that rare duo; kudos to you!
Thank you for sharing a small sampling from your immense reserve of experience and knowledge! I listened,
learned, and laughed over what seemed to be a very short time. I hold the IRS in higher regard for having had
someone of your caliber in their employ and hope they and Congress learn from your upcoming book.
- Cathy Mitchell, Senior Manager, Corporate Finance, Valuation Specialist, Allen, Gibbs & Houlik, L.C.,
Wichita, Kansas
I attended, as a remote participant, your KSCPA presentation. Your presentation was highly informative, energetic and concise.
I will definitely buy your new book when it becomes available, and also the second edition of your
How to Work with the IRS
book. - New York State CPA, ABV, CFF, CFE
I am very happy to tell you that we got the best overall responses to your presentation last week of any program
we have had in a long time! Interestingly, we often have good responses from attorneys if an attorney speaks or
good responses from CLUs if someone speaks on risk management issues that involve insurance related
prod-ucts, but your presentation was appealing to a broad swath of our membership and the information was useful in
a very practical sense. - Conrad L. Slate, Sr. CLU, ChFC, MSFS, President of the Knoxville Estate
Plan-ning Council, Knoxville, Tennessee
I just wanted to say thank you for the presentation you gave at the Praxity conference on Monday. I
thorough-ly enjoyed the presentation and learned valuable information on how the IRS looks at valuations, in particular
discounts. By any measure, you are a very effective speaker and educator. Thank you for a memorable
pre-sentation and hope I will have the opportunity to hear you speak again in the future. - Courtney N. Mussatt,
CPA, ABV, Forensics & Valuation Services BKD, LLP, Indianapolis, Indiana
On behalf of the planning committee for the 2014 Praxity FLVS Conference (Orlando, FL), we would like to
extend our heartfelt thanks for your participation as a speaker. We are aware that this took extra care and time
to adapt your presentation to our group and we thank you for sharing your expertise and knowledge with our
participants. This would not have been as strong a conference without your contribution! “Most pertinent to my
valuation practice”. “Very relevant topic”. “Great IRS knowledge”
- Marina Blosser, Moss Adams LLP, Portland, Oregon
MichaelGregory Institute: Recent Presentations
CPA Societies and Bar Associations
December 3, 2014 — 74th Annual Tax Institute by Minnesota CLE and MSBA Tax Law Section Minneapolis, MN — DLOM’s and How to Work with the IRS
October 24, 2014 — Kansas Society of CPAs Lenexa, KS — Discount for Lack of Marketability and How to Address this Issue with the IRS October 24, 2014 — Kansas Society of CPAs Lenexa, KS — Communication, Diversity and Perspective
October 24, 2014 — Kansas Society of CPAs Lenexa, KS — What the IRS Looks at When Evaluating a Business Valuation Report October 24, 2014 — Kansas Society of CPAs Lenexa, KS — How to Work with the IRS
October 24, 2014 — Kansas Society of CPAs Lenexa, KS — Subchapter S Corps: What the IRS Looks for in a Business Valuation Report
September 18, 2014 — VA Society of CPA’s 15th Annual BV, Fraud and Litigation Services Conference Richmond, VA — Business Valuation Issues and the IRS
July 9, 2014 — AICPA Valuations and Forensics ABV Champion Program call in — How to Work with the IRS for Estate and Gift Tax Issues
June 27, 2014 — Florida Institute of CPA’s and the Alabama Institute of CPA’s, Fl State U at Panama City, FL — Federal Tax Litigation and Expert Witnesses
June 24, 2014 — North Carolina Association of CPAs Morrisville, NC — 11 Continuing Education Topics for CPAs in 2014
May 22, 2014 — Illinois CPA Society Chicago, IL — Learn How to Work with the IRS on Technical Issues
May 21, 2014 — Michigan Society of CPAs Livonia, MI — Discount for Lack of Marketability and How to Address this Issue with the IRS
May 21, 2014 — Michigan Society of CPAs Livonia, MI — How to Work with the IRS: Strategies for Attorneys, Accountants and Appraisers May 19, 2014 — New York State Society of CPAs New York, NY — Avoid an IRS Audit and What to do if Your Report is Audited
April 24, 2014 — New York State Society of CPAs New York, NY — DLOMs and How to Work with the IRS
December 6, 2013 — 52nd Annual Federal Tax Institute sponsored by the Arkansas Society of CPA’s and the Arkansas BAR Association Little Rock, AR — Valuing Interests in S-Corps
November 5, 2013 — Pennsylvania Institute of CPA’s, Harrisburg, PA — DLOMs - How to Work with the IRS
November 1, 2013 — Minnesota Society of CPA’s Plymouth, MN — Valuing Interests in S-Corps
October 24, 2013 — Louisiana CPA Business Valuation Workshop, New Orleans, LA — Valuations and Potential Pitfalls
January 11, 2013 — Florida Institute of CPA’s Valuation, Forensic Accounting and Litigation Services Conference, Ft. Lauderdale, FL — What You Need to Know
if Presenting a Discount for Lack of Marketability for the IRS
December 6, 2012 — Arkansas Society of CPAs, and the Tax Section of the Arkansas Bar Association, Little Rock, AR — Reasonable Compensation: What is it
and How is it Determined
December 6, 2012 — Arkansas Society of CPAs, and the Tax Section of the Arkansas Bar Association, Little Rock, AR — How to Approach the Discount for Lack of Marketability for IRS Purposes
November 30, 2012 — Rhode Island Society of CPA’s, Providence, RI — How to Write for the IRS Part I November 30, 2012 — Rhode Island Society of CPA’s, Providence, RI — How to Write for the IRS Part 2 November 30, 2012 — Rhode Island Society of CPA’s, Providence, RI — How to Write for the IRS Part 3
November 30, 2012 — Rhode Island Society of CPA’s, Providence, RI — Reasonable Compensation: What is it and How is it Determined
November 30, 2012 — Rhode Island Society of CPA’s, Providence, RI — Subchapter S Corps: What the IRS Looks for in a Business Valuation Report
November 30, 2012 — Rhode Island Society of CPA’s, Providence, RI — Discount for Lack of Marketability and How to Address this Issue with the IRS
November 15, 2012 — 58th Annual MNCPA Tax Conference, Minneapolis, MN — How to Work with the IRS: What CPA’s Need to Know
November 12, 2012 — AICPA combined Fraud and Valuation Services Conference, Orlando, FL — Valuation Issues and the IRS
October 29, 2013 — 12th Annual MNCPA Business Valuation Conference, Plymouth, MN — Working with the IRS: Best Practices, Appraiser Penalties and
DLOM Study
September 20, 2012 — Virginia Society of CPA’s, Richmond, VA — From Start to Finish Working with the IRS Appraiser Organizations
Monthly — Regular Presenter NACVA Around the Valuation World in 90 Minutes — Current Business Valuation Technical Issues
October 29, 2014 — Canadian Institute of Certified Business Valuers & American Society of Appraisers Toronto, CA — Resolving Tax Disputes with Tax Authorities October 21, 2014 — NACVA Wisconsin Chapter Milwaukee, WI — What About S-Corps?
October 21, 2014 — NACVA Wisconsin Chapter Milwaukee, WI — Discount for Lack of Marketability and the IRS
October 21, 2014 — NACVA Wisconsin Chapter Milwaukee, WI — What the IRS Looks at When Evaluating a Business Valuation Report September 19, 2014 — Southeast Chapter of the Institute of Business Appraisers, Atlanta, GA — What About S-Corps?
September 10, 2014 — ASA Virtual Chapter — Discount for Lack of Marketability
July 23, 2014 — International Society of Business Analysts webinar Irving, TX — How to Prepare a Discount for Lack of Marketability with the IRS June 18, 2014 — NACVA CTI 2014 Annual Consultants Conference Las Vegas, NV — How to Prepare a Discount for Lack of Marketability with the IRS June 18, 2014 — NACVA CTI 2014 Annual Consultants Conference Las Vegas, NV — Conversations with the Masters: Valuation Panelists
May 7, 2014 — Empire Valuations Boston, MA — How to Work with the IRS: What You Need to Know
February 5, 2014 — 24th Annual Business Valuation Conference at St. Thomas University Minneapolis, MN — Valuing Interests in S-Corps October 29, 2013 — 2013 Fall Conference of the Northern California Appraisal Institute San Francisco, CA — Appraising Partial Interests
October 17, 2013 — Minnesota Association of Business Valuation Professionals Minneapolis, MN — What the IRS Looks at When Evaluating a Business
Valuation Report
September 9, 2013 — American Society of Appraisers Minneapolis, MN — Reasonable Compensation July 26, 2013 — Indiana Chapter of NACVA, Indianapolis, IN — Business Appraisals and the IRS
June 27, 2013 — Connecticut Chapter of NACVA, New Haven, CT — A Full Day of CPE for Business Appraisers
June 8, 2013 — Consultant Training Institute – National Association of Certified Valuators and Analysts, Washington, DC — Business Valuations and the IRS April 25, 2013 — Business Valuation Association of Chicago, Chicago, IL — How to Write a Business Valuation Report for the IRS
April 11, 2013 — National Association of Independent Fee Appraisers, Atlantic City, NJ — Appraising Under IRS Rules
March 11, 2013 — American Society of Appraisers – Twin Cities, Minneapolis, MN — How to Address DLOM and S-Corp Issues – an Inside Look at the IRS
January 30, 2013 — American Society of Appraisers – St. Louis, St. Louis, MO — How to Work with the IRS on Business Valuation Issues January 24, 2013 — Business Valuation Resources Webinar — How to Approach the Discount for Lack of Marketability for IRS Purposes
January 21, 2013 — American Society of Appraisers - Princeton, Princeton, NJ — Effective Strategies for Avoiding an Audit and Working with the IRS November 1, 2012 — NACVA of Upstate, NY, Buffalo, NY — Working with the IRS
October 9, 2012 — International ASA Conference: Phoenix, AZ — Navigating the IRS and IRS DLOM Practice Aid
September 28, 2012 — NACVA Eastern Pennsylvania Chapter, Philadelphia, PA — How to Write Reports and Work with the IRS August 30, 2012 — NACVA Colorado Wyoming Chapter, Denver, CO — What Business Valuators Need to Know About the IRS
August 15, 2012 — American Society of Appraisers – Nashville, Nashville, TN — Working with the IRS: Pertinent Issues for Attorneys, Accountants &
Appraisers
June 22, 2012 — Consulting Training Institute, Dallas, TX — How to Work with the IRS- What Business Valuators and Clients Need to Know
May 24, 2012 — NACVA, Boston, MA — How you Can Effectively Use the Discounts for Lack of Marketability Job Aid for IRS Valuation Professionals May 14, 2012 — ASA Minneapolis — Issue Resolution and Mediation
May 7, 2012 — ASA Chapter, NYC, NY — A Review of the Gallagher Case TCM 2011-148 with Dan Van Vleet and Richard May May 7, 2012 — ASA Chapter, NYC, NY — Effective Strategies for Avoiding and Resolving or Settling IRS Audits Out of Court
May 4, 2012 — NACVA Webinar — Developing the Cost of Capital for Valuation Engagements – Tying the Strands Together by Dr. Ashok Abbott and
Michael Gregory
May 3, 2012 — NACVA Webinar — Liquidity Discounts – Option Based Methods by Dr. Ashok Abbott and Michael Gregory
May 1, 2012 — NACVA Webinar — Historical Perspectives of the Market Related to Liquidity and Returns by Dr. Ashok Abbot and Michael Gregory April 20, 2012 — ASA Philadelphia, PA — How to Work with the IRS DLOM and Subchapter S Adjustments
February 2, 2012 — NACVA, IBA, ASA Minneapolis, MN — IRS DLOM Job Aid
January 20, 2012 — Fair Value Summit San Francisco, CA — DLOM, 409A, Tax Affecting Sub S. Corps January 20, 2012 — Valuation Roundtable San Francisco, CA — DLOM, Affecting Sub S Corps
Businesses, Business Organizations and Academia
November 3, 2014 — Praxity Global Alliance Orlando, FL — How to Work with the IRS on Business Valuation Issues
October 22, 2014 — 2014 Learning That Counts Conference ASTD St. Paul, MN — Engaging Managers in Training They Need
August 20, 2014 — Olsen Thielen, Roseville, MN — Interactive Training Techniques for Managers to Improve Productivity
July 31, 2014 — University of MN Carlson School of Business Master in Business Tax Minneapolis, MN — How to Work with the IRS March 26, 2014 — Empire Valuations New York, NY — How to Work with the IRS: What You Need to Know
March 26, 2014 — Empire Valuations New York, NY — Reasonable Compensation in Corporations and Discount for Lack of Marketability and the IRS
January 30, 2014 — Empire Valuations Rochester, NY — How to Work with the IRS: What You Need to Know January 30, 2014 — Empire Valuations Rochester, NY — DLOMs - How to Work with the IRS
January 30, 2014 — Empire Valuations Rochester, NY — Valuing Interests in S-Corps November 12, 2013 — PKF North America Chicago, IL — Valuation Issues and the IRS August 7, 2013 — PKF North America St. Louis, MO — Navigating an IRS Exam
May 16, 2013 — WTP Advisors, Shoreview, MN — Intangible Pricing and Transfer Pricing
February 28, 2013 — WTP Advisors, Minnetonka, MN — Leading Practices in Sustaining the Deductibility of Service Charges
January 16, 2013 — Schaffner, Knight, Minnaugh & Company, P.C., Erie, PA — How to Work with the IRS on Business Valuation Issues December 19, 2012 — Olsen Thielen, Roseville, MN — How to Work with the IRS
October 23, 2012 — Valuation Products and Services Webinar — How to Write a Valuation Report for the IRS
October 18, 2012 — American Institute of Cost Segregation Professionals: Las Vegas, Nevada — Cost Segregation Issues and the IRS October 1, 2012 — NAPM-ISM, Plymouth, MN — The Art of Issue Resolution
September 25, 2012 — Muller Prost, St. Louis, MO — Reasonable Compensation for Tax Exempt Entities September 25, 2012 — Muller Prost, St. Louis, MO — Effective Strategies for IRS Interactions
August 8, 2012 — PKF of North America hosted by Mueller Prost, St. Louis, MO — Effective Strategies for Working R&E Credit with the IRS May 17, 2012 — Mid American Financial Group, Lake Elmo, MN — How to Work with the IRS
April 30, 2012 — Financial Consulting Group University Program, Atlanta, GA — How to Write a Business Valuation Report for the IRS (a three part
series)
April 27, 2012 — Conflict Resolution, MN, St. Paul, MN — Issues at the IRS Corporate Level and Lessons Learned
March 23, 2012 — Financial Investment Group Roseville, MN — 2. The IRC, E&G Classification and Issue Resolution at the IRS
MichaelGregory Institute: Recent Presentations
Estate Planning Councils
October 16, 2014 — Estate Planning Council of Eastern New York Albany, NY — How to Work with the IRS - Strategies for Professionals that Deal with Estate
and Gift Tax Issues
May 15, 2014 — Estate Planning Council of Knoxville, TN — How to Work with the IRS: Strategies for Professionals that Deal with Estate and Gift Tax Issues April 22, 2014 — Siouxland Estate Planning Council, Sioux City, IA — How to Work with the IRS: Strategies for Professionals that Deal with Estate & Gift Tax
Issues
March 19, 2014 — Estate Planning Council of Tampa Bay, FL — How to Work with the IRS: Strategies for Professionals that Deal with Estate & Gift Tax Issues March 18, 2014 — Estate Planning Council of Naples, FL — How to Work with the IRS: Strategies for Professionals that Deal with Estate and Gift Tax Issues November 14, 2013 — Estate Planning Council of Central Florida Orlando, FL — How to Work with the IRS: Strategies for Estate and Gift Tax Purposes September 19, 2013 — Estate Planning Council of Fort Wayne, IN — How to Work with the IRS
September 19, 2013 — Estate Planning Council of Fort Wayne, IN — What Estate and Gift Tax Attorneys Need to Know When Working with the IRS September 19, 2013 — Estate Planning Council of Fort Wayne, IN — Discounts for Lack of Marketability and the IRS
June 13, 2013 — West River Estate and Financial Planning Council, Rapid City, SD — How to Work with the IRS: Strategies for Estate and Gift Tax Attorneys May 21, 2013 — San Antonio Estate Planners Council, San Antonio, TX — How to Work with the IRS: Strategies for Estate and Gift Tax Attorneys
April 23, 2013 — Estate Planning Council of the Twin Cities, Minneapolis, MN — How to Work with the IRS: Strategies for Estate and Gift Tax Attorneys April 16, 2013 — Estate Planning Council of the Twin Cities, Roseville, MN — How to Work with the IRS: Strategies for Estate and Gift Tax Attorneys February 21, 2013 — Estate Planning Council of Sioux Falls Sioux Falls, SD — How to Work with the IRS: Strategies for Estate and Gift Tax Attorneys February 20, 2013 — Siouxland Estate Planning Council, Sioux City, IA — How to Work with the IRS: Strategies for Estate and Gift Tax Attorneys
October 25, 2012 — Estate Planning Council of Northern Colorado, Fort Collins, CO — How to Work with the IRS: Strategies for Estate and Gift Tax Attorneys
October 24, 2012 — Rocky Mountain Estate Planning Council: Denver, Colorado — Estate and Gift Tax Issues Related to Valuation
August 2, 2012 — Estate Planning Council NW North Dakota — How to Write a Report for the IRS Part I August 2, 2012 — Estate Planning Council NW North Dakota — How to Write a Report for the IRS Part II August 2, 2012 — Estate Planning Council NW North Dakota — How to Write a Report for the IRS Part II August 2, 2012 — Estate Planning Council NW North Dakota — Petroleum Issues and Where Do You Turn?
August 2, 2012 — Estate Planning Council NW North Dakota — Key Points with Do’s and Don’ts When Working with the IRS
