Date: Thursday, January 25, 2018
10:00am-11:40am PT / 1:00pm-2:40pm ET
Format: A BVR Webinar

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Featuring  (click image for bio)

Michael Gregory
Michael Gregory Consulting

About This Program

With fresh insight from developing his recent book, Business Valuations and the IRS, Mike Gregory provides you with the highlights of what you need to know about discounts for lack of marketability (DLOM ) when providing a business valuation report for federal tax purposes. The DLOM is one of the most common adjustments by IRS valuers, so you need to know how to minimize the potential of your business valuation report being audited on this issue. Practical examples from the text will be shared so that participants can learn how to avoid an audit of their business valuation, and, if audited, how to work with the IRS to resolve the issue. The most common methods used are presented with editorial comments on how the IRS looks at various methods based on real-world experiences and examples. This is a must for anyone who prepares a business valuation report for federal tax purposes.


  • Outcomes Today
  • The IRS – Big Picture
    • Background and Today’s Presentation
    • What This Presentation Is and Is Not
  • IRS Job Aid Key Points
    • Newer Models to Consider
    • Recommendations to DLOM
  • How to Work With the IRS
    • Working with the IRS
    • Elevate in Management
    • Ask for a Specialist
    • Some Examples Working with the IRS

Learning Objectives

  • Know how the IRS reviews DLOMS and classifies business valuation reports
  • Learn how the IRS evaluates DLOMs
  • Understand how to modify your report to minimize the possibility of an audit
  • Learn how to work with the IRS to resolve this issue at the lowest level

Single Connection Policy

Admission to this event authorizes one computer and phone connection for one location. These connections may be transferred users and/or locations. Multiple concurrent connections for a single admission registration are not allowed.

Multi-User CPE Policy

Admission to this program includes one CPE certificate for one individual. Any additional listeners requesting CPE must pay a processing fee assessed at the completion of the online CE 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).

CPE Information

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group Internet-Based
Recommended CPE: 2 Credit Hours (Specialized Knowledge & Applications)

Closed Captioning:

BVR now has closed captioning on all 2019 past programs. To try out this enhancement, subscribers can login to the Desktop Learning Center, select a program, and click play video. The captions will start to play automatically, and can be disabled from the player per your preference.

Business Valuation Resources is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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