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Join speaker Mike Gregory as he shares “Tales from the Trenches” based on his 28 years at the IRS, having led business valuation for 11 years and since joining the private sector in 2011. This session will provide a comprehensive overview of changes at the IRS related to business valuation with implications. It will also delve into business valuation and other stories, introducing concepts on conflict resolution with the IRS and others. The workshop will cover not only pure valuation issues but also concepts that business valuers need to know about conflict resolution and negotiation based on neuroscience. This comprehensive approach will equip you to work effectively with difficult parties, focusing on closure. The information shared will provide valuable insights into the IRS and help you navigate alternative dispute resolution with the IRS and others in the future. The workshop draws significantly from the most comprehensive book ever written on the subject, entitled Business Valuations and the IRS: Five Books in One.
This webinar is part of our new Compelling Case Studies: A BVR Series programming. These dynamic "show your work" themed sessions focus on real-life business valuation reports and scenarios. Expert speakers will delve into real-world applications and success stories within the field of business valuation, offering our audience a deeper understanding of practical implementations and outcomes.
Program Agenda
Introduction and setting of the stage
Describe the IRS's big picture and Job Aids
Describe mediation, negotiation, and facilitation
Discuss the implications of real-world business valuation examples (major emphasis of the presentation with real-world stories)
Distinguish the roles of various players
Identify Appeals and litigation key elements
Apply neuroscience lessons learned for your practice
Two bonus items
Summary and Q&A
Learning Objectives
As a result of these sessions, participants will be able to:
Describe the IRS big picture and application of IRS Job Aids
Describe alternative dispute resolution in light of real-world business valuation examples discussed
Distinguish the roles of various players on exam, Appeals, and litigation
Apply neuroscience lessons learned for your practice
Multi-User CPE Policy
Admission to this program includes one CPE certificate for one individual.
Any additional listeners requesting CPE must be registered prior to the event, log in on their own connection, and pay a processing fee assessed at the completion of the online CPE survey for this course.
CPE Processing Fees may be bypassed by entering a valid, unused CPE Authorization Code (for single event purchasers) or by logging
into BVR's website (for subscribers to BVR's Training Series).
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continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on
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Every webinar includes periodic online polling questions to assess continuous participation. Attendees must respond to all polling
questions during the webinar to be awarded NASBA-qualified CPE. Attendees that respond to all polling questions and complete a survey
will be verified and emailed a CPE certificate within 5-7 business days.
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