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.
Program Agenda
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
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