Purchase the Training Pack ($199.00)
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.
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 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
If you are ordering a Training Pack after the four week window, the download link will be sent to you immediately via email. Please
check your spam folder and add customerservice@bvresources.com to your “safe list”
to ensure you receive your Training Pack.
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.
