During this session Michael Gregory will discuss the impact on business valuation for estate and gift tax reporting purposes. Mike will explore the status of the IRS, what it intends to do, what it is likely to do, and the current stance on several technical issues. You'll also gain practical advice on how to avoid an IRS audit and recommendations for responding to an audit. You will hear real-world examples based on the experience of a valuation analyst who also mediates, negotiates and facilitates alternative dispute resolution to provide clients timely closure with significant savings.
Program Agenda
Changes to the IRS
Identifying client rights
Working with the IRS
Applying DLOM
A review of Key BV court cases
How to handle unfair treatment by the IRS
Developing a plan to move a case forward positively & professionally
Learning Objectives
Upon attending the session, you'll be able to:
Understand how the IRS operates to take appropriate actions.
Apply DLOM methods for federal tax purposes.
Reference key court cases.
Apply techniques to resolve issues.
Know when to elevate in management or take other appropriate actions.
Develop your own plan of actions as a result of this session.
BVR's Satisfaction Guarantee
Business Valuation Resources offers a 100% money-back guarantee on our training services. If you are not completely satisfied
with your experience, or have any feedback, please contact Business Valuation Resources at 1-503-479-8200 or
customerservice@bvresources.com.