Date: Tuesday, March 31, 2020
10:00am-2:00pm PT / 1:00pm-5:00pm ET
Format: A BVR Workshop

Earn 4.5 CPE credits
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Featuring  (click image for bio)

Michael Gregory
Michael Gregory Consulting

About This Program

With a special focus on the recent Aaron U. Jones (USTC TCM 2019-101) case regarding tax affecting an S corp and a partnership, this workshop is the best way to get IRS insights short of going into litigation. Get real insights on how to avoid and what to do if working with the IRS on business valuation issues at all levels. Join Mike Gregory as he dives into conflict resolution (with assistance from the Collaboration Effect) to help you get the best outcome. Then the emphasis will shift to real-world interactions with the IRS on exam, appeals, and litigation with current examples you can learn from for your practice. Smart valuation professionals learn from their IRS engagements—brilliant ones learn from this workshop.


    • Identify key elements related to conflicts and collaboration
    • Explain elements of alternative dispute resolution with the IRS
    • The IRS Big Picture
      • Job Aids
      • Two Real World Examination Examples
        to Set the Tone
        • Discount for Lack of Marketability
        • Submitting a BV Report to the IRS
          • How to Prepare Administratively
          • How to Prepare Technically
      • IRS Focus
        • Examination on Business Valuations
        • Large Business and International (LB&I) Assets > $10 M
        • Small Business Self Employed (SBSE) Assets < $10M
        • Tax Exempt and Governmental Entities (TEGE)
        • Appeals and Business Valuations
        • Counsel and Business Valuations+
      • Official Alternative Dispute Resolution
        and the IRS
      • Role of IRS Examiner and Role of the Business Valuer
        • Who is the Decision Maker on an Examination?
        • Working Cases at the  Examination Level
        • Does Geography Matter?
        • Does Timing Matter?
      • Most Common Adjustment Areas by IRS Business Valuers
    • Evaluate insights from the Aaron U. Jones case and tax affecting S-Corps
      • Case background
        • Operations and Management
        • Estate Expert Determination
        • IRS Expert Determination
        • Rebuttal
      • Valuation issues
        • Operating versus holding company
        • Tax Affecting
        • Market approach commentary
        • Company Debt
        • DLOM
      • Conclusion
    • Apply lessons learned from real world examples of BV cases with the IRS
      • Examples
        • Lund Case
        • Judges comments
      • Appeals process
      • Litigation
      • Take Away Info

Learning Objectives

  • Identify key elements of neuroscience related to conflicts and collaboration
  • Explain elements of alternative dispute resolution with the IRS
  • Evaluate insights from the Aaron U. Jones case and tax affecting S-Corps
  • Apply lessons learned from real world examples of BV cases with the IRS

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: 4.5 Credit Hours (Accounting Technical)

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.
NASBA Sponsor

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