Purchase the Training Pack ($299.00)
to get the recording, transcript, and presentation materials for this webinar in a single download. Please allow up to 30 days after the webinar for the Training Pack to be available.
Michael Gregory will address key rules for federal expert witnesses, valuation issues with the IRS, identify key recent BV federal cases, and introduce you to what to expect in 2022. This session will also share information you need from a business valuer that mediates, negotiates, and facilitates alternative dispute resolution to give clients timely closure with significant savings with the IRS and others. After this session you will be able to: reference key federal statutes for expert witnesses, discuss the implications of real-world business valuation issues with the IRS, distinguish roles of various players, differentiate when various tactics may be appropriate, and develop a plan to make appropriate recommendations to clients.
Program Agenda
Some Key Rules of Practice and Procedure • Understanding The IRS and Issue Resolution • Expert Witnesses and the IRS • IRS Outside Fee Appraiser Program • Two White Papers on IRS Experts • Example Lessons Learned from a Court Case • Common Errors in Reports • Strategies, Testimony, Concerns, Exclusion and Disasters • What About Settlement • Key Take Away Information Reasonable compensation and the IRS • Discounts for Lack of Marketability and the IRS • S-corp commentary • IRS future budget and outlook
Learning Objectives
As a result of this session, participants will be able to:
Reference key statutes related to federal expert witnesses;
Reference IRS key statistics related to estate and gift tax returns;
Identify the two most common adjustments by the IRS in 2021;
Know the sources the IRS uses for reasonable compensation;
Apply appropriate models for DLOMs;
Define The Collaboration Effect®; and
Understand key initiatives by the IRS going forward.
BVR's Training Packs are an indispensable addition to any valuation reference library. Use them as training tools as many
times as you'd like, wherever you are: play them at your computer at work or home, in your car, or on your personal audio device.
Delivered as an electronic download approximately four weeks after the program has aired, each Training Pack includes:
Recordings and transcripts of the presentation
All presentation visual aids and handouts
All ancillary reading materials suggested by our presenters
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with your experience, or have any feedback, please contact Business Valuation Resources at 1-503-479-8200 or
customerservice@bvresources.com.
