Join experts Gary Trugman and Martin Basson to explore the unique requirements of preparing and submitting valuation reports that hold up under IRS or court scrutiny. Presenters will walk attendees through the best practices for presenting a business valuation or calculation to the IRS or the courts. Their tour through the nuanced guidelines provided by professional standards, judicial decisions, and their own experiences provide can't-miss insights into this peculiar valuation challenge.
Program Agenda
IRS return selection process for audits
Current IRS valuation related issues
Representing clients before IRS appeals
Key appeals messages to practitioners
Valuation assignment versus calculation assignment
Regulations
Audit triggers
Common errors in developing and reporting a business valuation
Common errors in business valuation reports
Tips to avoid (or survive) an appraisal audit
Learning Objectives
Understand the IRS return selection process for audits
Learn about the hottest valuation issues brought up by the IRS today
Learn how to represent clients before IRS appeals
Understand the difference between a calculation and a valuation report
Understand IRS regulations and rules
Gain insight into the most common errors in developing and reporting a business valuation and how to avoid those errors
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.
