Purchase the Training Pack ($499.00)
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.
During this session Michael Gregory will discuss the impact on business valuation for estate and gift tax reporting purposes. Mike will explore the status of the IRS, what it intends to do, what it is likely to do, and the current stance on several technical issues. You'll also gain practical advice on how to avoid an IRS audit and recommendations for responding to an audit. You will hear real-world examples based on the experience of a valuation analyst who also mediates, negotiates and facilitates alternative dispute resolution to provide clients timely closure with significant savings.
Program Agenda
Changes to the IRS
Identifying client rights
Working with the IRS
Applying DLOM
A review of Key BV court cases
How to handle unfair treatment by the IRS
Developing a plan to move a case forward positively & professionally
Learning Objectives
Upon attending the session, you'll be able to:
Understand how the IRS operates to take appropriate actions.
Apply DLOM methods for federal tax purposes.
Reference key court cases.
Apply techniques to resolve issues.
Know when to elevate in management or take other appropriate actions.
Develop your own plan of actions as a result of this session.
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.
