MichaelGregory Institute: An Overview

Dear Colleague,
Last year I was keynote speaker or technical
speaker at 15 state CPA events as well as a host
of more than a dozen webinars to state CPA
societies.
This year I would like your state chapter to
consider inviting me to make a presentation to your group.
For those interested in numbers, my all-day CPE session to the Kansas Society of CPAs resulted in a presenter rating of
4.72 on a 5.0 scale.
I have prepared the following pages with details about my growing business:
With the MichaelGregory Institute I am now offering the following TAX and LEADERSHIP topics for
presentation as KEYNOTE SPEECHES and TRAINING SESSIONS for groups and companies.
With the MichaelGregory Institute I am creating LIVE PRESENTATIONS, WEBINARS, BOOKS, and
VIDEOS for presentation and sale to you and your group.
I encourage you to print out various pages and/or circulate the entire brochure to your colleagues. I look forward to
hearing from you. Please contact me via email at mg@mikegreg.com or by telephone at (651) 633-5311.

Mike Gregory

MichaelGregory Institute: Tax Topics

How to Work with the IRS

Based on Mikes book How to
Work with IRS: Second Edition
(published in June 2014),
the topics of estate and gift
classification at the IRS and
issue resolution within various
compliance divisions of the IRS
are explored. Mike presents steps
you can take from the initial
filing of the return to avoid an
audit, examination tips if audited,
appeals recommendations on
unagreed cases, and litigation tips
when working with specialists
to allow you to take appropriate
actions at each step along the way.
Expert Witnesses and the IRS
Having testified in US Tax Court,
led a litigation support team of
expert witnesses specialists at
the IRS, and now in the private
sector having reviewed and
critiqued scores of expert witness
reports for federal tax purposes
from filing to litigation, Mike
offers several insights regarding
tax litigation and the IRS to help
experts and those working with
experts.

What the IRS Looks at When

Evaluating a Valuation Report
This session will briefly introduce
the participants to the IRS
official organization to help
participants understand that
various parts of the IRS look at
valuation reports differently.
Next the session explores how
the IRS looks at a business
valuation in the estate and gift
tax arena from classification to
audit. Professional standards are
reviewed to demonstrate to the
participants how these standards
are used by the IRS.
How to Write a Business
Valuation Report for the IRS
Comments on various
professional and IRS business
valuation standards are
introduced. The most common
errors in business valuation
reports are presented based on
feedback from the courts, from
various IRS sources including
the field, Appeals, Counsel and
from the Tax Litigation Division
of the Department of Justice and
Mikes experiences. Professional
standards are presented and
discussed to ensure a business
valuator understands how the IRS
uses these to evaluate a report.

Discount for Lack of

Marketability and the IRS
This session provides background
and the most current perspective
on this topic. Beginning with
the IRS Job Aid, which Mike
championed at the IRS, and
proceeding with an update on
the sources critiqued in the IRS
Job Aid and additional sources,
various methods are presented for
consideration when developing a
DLOM. In the most current book
on the subject Discount for Lack of
Marketability and the IRS (October
2013) the modelers who originally
critiqued in the IRS Job Aid were
asked by Mike for feedback. Their
feedback plus Mikes insights
are presented to help valuers
and those that work with valuers
addressing this issue.
Subchapter S-Corp: What the
IRS Looks for in a Business
Valuation
As the former champion on the
Subchapter S-Corp issue at the
IRS, Mike explores how the IRS
looks at a business valuation
focusing on tax affecting
Subchapter S-Corps. With his
books Business Appraisals and
the IRS (May 2013) and Valuing
Interests in S-Corps (June 2013)

coupled with updates, Mike

presents current material on
this topic. This information
is presented to assist you as
a business appraiser or those
working with business appraisers
to make good decisions based
on the facts in your case. Specific
recommendations are suggested
when providing an S-Corp
valuation for various purposes.

How to Approach Reasonable

Compensation

As the former champion of

this issue at the IRS, Mike
offers insights into reasonable
compensation issues as a common
adjustment area for closely held
private stock valuations. The area
is explored looking at common
criteria, court case insights, and
lessons learned from reviews
to help business appraisers and
those concerned with this issue.

MichaelGregory Institute: Leadership Topics

How Firms Can Attract,

Develop and Retain Top
Talent

From Mikes book The Servant

Manager: 203 tips from the best
places to work in America
(November 2013) Mike brings
his 30 plus years of management
experience, 14 years of teaching
on this topic, interactions
learned together with clients and
pulls these together for direct
application for you and your firm.
He provides you with lessons
derived from these best practices
and working with clients to help
make your firm an even bigger
success.

Leadership and Opportunity

Leadership is hard, continuous

and an art. Leadership begins
with you. Opportunities pull
and attract others. Lessons
learned regarding leadership
and developing the leader within
are discussed with participants.
As a civil servant of the year
twice in his career, once as a
front line manager and second
as an executive leader lessons

learned and now applied in

the private sector can help you
too. Participants learn how to
use opportunities and develop
actionable items going forward
to advance themselves. New
leadership thinking techniques
tie everything together. Motivate
yourself and your team with these
proven techniques.

including issue resolution, trust,

delegation, listening, dealing
with difficult people, thinking
like a leader and others to allow
participants to think and apply
information learned here in their
work settings and their own
groups. This is a fun way to bring
team building and understanding
together.

Peaceful Resolutions

Enhancing Effectiveness

How do you work with difficult

people, at work, at home and in
other situations? Understanding
the art of communication,
conversation, negotiation,
mediation and cooperation using
tools presented in this session and
real world examples, participants
can apply the lessons learned in
their work and other environments
to become more productive and
enhance their wellbeing.

Interactive Training:
Communication, Diversity
and Perspective

In this session an example

of interactive training on
communication, diversity and
perspective is presented virtually
(or actually for groups under 100),
and a host of topics for interactive
training topics are introduced

Enhancing effectiveness is all

about being a servant to provide
service over self-interest. To
some this comes naturally. To
others this is counterintuitive.
In this session participants learn
to bring a positive attitude and
apply the skills necessary in
order to bring others on board,
discover the habits of uncommon
leaders, and identify ways to
bring self-fulfillment to their work
environment

Managing Your Time and

Your Life

In this session participants are

asked to reflect on their priorities
at work and home life. Tools are
provided to set goals, prioritize,
and take actions. Useful time
management techniques are
provided and ideas are presented

to avoid common time wasters

and avoid procrastination. The
participant will leave with ideas
and tools to take control of their
life and apply the lessons learned
to manage their time effectively.

Delegation Made Easy

One of the most common errors

in making your life easier as
a delegatee or a delegator is
to make sure everything was
communicated effectively
between the parties and clearly
understood including tasks,
authority, responsibility, time
frames and participants. This
session provides insights,
checklists, questions to be
asked by each of the parties,
and appropriate follow up to
ensure the delegated task and the
expectations of the participants all
come together. This makes for a
win-win situation.

MichaelGregory Institute: Your Expert Presenter

Michael A. Gregory is the Chief Manager of Mike Consulting, LLC focusing on issue resolution,
valuation reviews, and value added services. Mike helps high-wealth clients, attorneys, accountants,
and appraisers with issues at the IRS, issues between businesses, and issues within businesses. Value
added services has expanded from strategic planning to developing leaders and working with managers
to align employees to enhance customer satisfaction, improve business results and further employee
satisfaction.
Since opening up his own firm in September 2011 Mike has worked with clients to help them identify,
address and resolve issues. As an author and public speaker, Mike presents on business valuation and
other issues, working with the IRS, mediation and negotiation techniques and developing employees
and managers. Mike has presented more than 40 webinars and more than 100 live presentations to state
CPA chapters, Estate Planning Councils, State Bar Associations, appraiser organizations and academia.
Mike is an Accredited Senior Appraiser with the ASA, is a Certified Valuation Analyst with NACVA,
and a Qualified Mediator with the Minnesota Supreme Court. He has testified as an expert witness
before the U.S. Tax Court and has been deposed in other federal court jurisdictions.
Mike worked for the U.S. Department of Treasury, Internal Revenue Service, from 1983 through July
2011. At the IRS Mike served as a Territory Manager in the Large Business and International Division
focusing on valuation issues nationally. Earlier he served as the Acting Assistant District Director,
Controller, Research Team Leader, Litigation Support Manager, other manager positions and a Valuation
Specialist. As an IRS territory manager with responsibilities for up to 23 states Mike had an emphasis in
the business valuation and tax-related engineering issues arena nationally. Mike has managed at every level and had up 1,200 employees. Mike
championed the IRS internal teams on reasonable compensation, valuing S-Corporations, 409A, appraiser penalties, the Discount for Lack of
Marketability and other issues. At the IRS Mike mediated disputes between corporations and the IRS with tax differences ranging from less
than $1 million to just under $1 billion. Mike also taught and helped write management training over his last 11 years at the IRS and continues
train managers and employees today. This training focuses on the behavioral skills needed to be a servant to others.
Mike has an MBA in Finance from DePaul University; a Master of CEE from the University of Wisconsin, Madison; and a BS from Valparaiso
University. He is the author of seven books, How to Work with the IRS: Strategies for Attorneys, Accountants and Appraisers (2012); Business
Appraisals and the IRS (2013); Valuing Interests in S-Corps (2013); Discount for Lack of Marketability and the IRS (2013); The Servant
Manager: 203 tips from the best places to work in America (2013). The Wheels Are Falling Off the Wagon at the IRS (2014); and Peaceful
Resolutions (2015). All seven books are available at his web site at www.mikegreg.com
Mike is the author of articles including IRS Oversight of CPAs that Provide Valuation Services Journal of Accountancy (2013); IRS Oversight
of CPAs Who Provide Valuation Services for The Tax Advisor (2013); Understanding the U.S. Tax Court Litigation Process for the National
Litigation Consultants Review (2013); Working with the Human Side of the IRS for KALA, the official publication of the Hawaii Society of
CPAs (2013); and The Human Side of the IRS for Footnote, a publication of the Minnesota Society of CPAs (2013).

MichaelGregory Institute: Feedback on Recent Presentations

It is a rare combination when delivery matches vast technical expertise. You have that rare duo; kudos to you! Thank
you for sharing a small sampling from your immense reserve of experience and knowledge! I listened, learned, and
laughed over what seemed to be a very short time. I hold the IRS in higher regard for having had someone of your
caliber in their employ and hope they and Congress learn from your upcoming book. - Cathy Mitchell, Senior Manager,
Valuation Specialist, Allen, Gibbs & Houlik, Wichita, Kansas
I attended, as a remote participant, your KSCPA presentation. Your presentation was highly informative, energetic and
concise. I will definitely buy your new book when it becomes available, and also the second edition of your How to Work with the IRS
book. - New York State CPA, ABV, CFF, CFE
I am very happy to tell you that we got the best overall responses to your presentation last week of any program we have
had in a long time! Interestingly, we often have good responses from attorneys if an attorney speaks or good responses
from CLUs if someone speaks on risk management issues that involve insurance related products, but your presentation
was appealing to a broad swath of our membership and the information was useful in a very practical sense. - Conrad L.
Slate, Sr. CLU, ChFC, MSFS, President of the Knoxville Estate Planning Council, Knoxville, Tennessee
I just wanted to say thank you for the presentation you gave at the Praxity conference on Monday. I thoroughly enjoyed
the presentation and learned valuable information on how the IRS looks at valuations, in particular discounts. By any
measure, you are a very effective speaker and educator. Thank you for a memorable presentation and hope I will have the
opportunity to hear you speak again in the future. - Courtney N. Mussatt, CPA, ABV, Forensics & Valuation Services
BKD, LLP, Indianapolis, Indiana
The planning committee for the 2014 Praxity FLVS Conference (Orlando, FL) would like to extend our heartfelt thanks
for your participation as a speaker. We are aware that this took extra care and time to adapt your presentation to our group
and we thank you for sharing your expertise and knowledge with our participants. This would not have been as strong
a conference without your contribution! Most pertinent to my valuation practice. Very relevant topic. Great IRS
knowledge - Marina Blosser, Moss Adams LLP, Portland, Oregon
The Tax Institute course you conducted for Minnesota CLE was a big success in terms of attendance and feedback
from attendees. Your evaluation scores and comments are below. Your score of 6.0 is outstanding lawyers are tough
graders. One person attending your session on DLOM wrote: He is a 7! Extremely good presentation great background
info, and branching into other aspects of dealing with the IRS was very useful. - Mary Jo Cole, Program Attorney,
Minnesota Continuing Legal Education, St. Paul, Minnesota

MichaelGregory Institute: Tax Books

MichaelGregory Institute: Tax Books

MichaelGregory Institute: Leadership Books

MichaelGregory Institute: Recent Presentations

CPA Societies and Bar Associations
December 3, 2014 74th Annual Tax Institute by Minnesota CLE and MSBA Tax Law Section Minneapolis, MN DLOMs and How to Work with the IRS
October 24, 2014 Kansas Society of CPAs Lenexa, KS Discount for Lack of Marketability and How to Address this Issue with the IRS
October 24, 2014 Kansas Society of CPAs Lenexa, KS Communication, Diversity and Perspective
October 24, 2014 Kansas Society of CPAs Lenexa, KS What the IRS Looks at When Evaluating a Business Valuation Report
October 24, 2014 Kansas Society of CPAs Lenexa, KS How to Work with the IRS
October 24, 2014 Kansas Society of CPAs Lenexa, KS Subchapter S Corps: What the IRS Looks for in a Business Valuation Report
September 18, 2014 VA Society of CPAs 15th Annual BV, Fraud and Litigation Services Conference Richmond, VA Business Valuation Issues and the IRS
July 9, 2014 AICPA Valuations and Forensics ABV Champion Program call in How to Work with the IRS for Estate and Gift Tax Issues
June 27, 2014 Florida Institute of CPAs and the Alabama Institute of CPAs, Fl State U at Panama City, FL Federal Tax Litigation and Expert Witnesses
June 24, 2014 North Carolina Association of CPAs Morrisville, NC 11 Continuing Education Topics for CPAs in 2014
May 22, 2014 Illinois CPA Society Chicago, IL Learn How to Work with the IRS on Technical Issues
May 21, 2014 Michigan Society of CPAs Livonia, MI Discount for Lack of Marketability and How to Address this Issue with the IRS
May 21, 2014 Michigan Society of CPAs Livonia, MI How to Work with the IRS: Strategies for Attorneys, Accountants and Appraisers
May 19, 2014 New York State Society of CPAs New York, NY Avoid an IRS Audit and What to do if Your Report is Audited
April 24, 2014 New York State Society of CPAs New York, NY DLOMs and How to Work with the IRS
December 6, 2013 52nd Annual Federal Tax Institute sponsored by the Arkansas Society of CPAs and the Arkansas BAR Association Little Rock, AR
Valuing Interests in S-Corps
November 5, 2013 Pennsylvania Institute of CPAs, Harrisburg, PA DLOMs - How to Work with the IRS
November 1, 2013 Minnesota Society of CPAs Plymouth, MN Valuing Interests in S-Corps
October 24, 2013 Louisiana CPA Business Valuation Workshop, New Orleans, LA Valuations and Potential Pitfalls
January 11, 2013 Florida Institute of CPAs Valuation, Forensic Accounting and Litigation Services Conference, Ft. Lauderdale, FL What You Need to Know
if Presenting a Discount for Lack of Marketability for the IRS
December 6, 2012 Arkansas Society of CPAs, and the Tax Section of the Arkansas Bar Association, Little Rock, AR Reasonable Compensation: What is it
and How is it Determined
December 6, 2012 Arkansas Society of CPAs, and the Tax Section of the Arkansas Bar Association, Little Rock, AR How to Approach the Discount for Lack
of Marketability for IRS Purposes

MichaelGregory Institute: Recent Presentations

CPA Societies and Bar Associations (continued)
November 30, 2012 Rhode Island Society of CPAs, Providence, RI How to Write for the IRS Part I
November 30, 2012 Rhode Island Society of CPAs, Providence, RI How to Write for the IRS Part 2
November 30, 2012 Rhode Island Society of CPAs, Providence, RI How to Write for the IRS Part 3
November 30, 2012 Rhode Island Society of CPAs, Providence, RI Reasonable Compensation: What is it and How is it Determined
November 30, 2012 Rhode Island Society of CPAs, Providence, RI Subchapter S Corps: What the IRS Looks for in a Business Valuation Report
November 30, 2012 Rhode Island Society of CPAs, Providence, RI Discount for Lack of Marketability and How to Address this Issue with the IRS
November 15, 2012 58th Annual MNCPA Tax Conference, Minneapolis, MN How to Work with the IRS: What CPAs Need to Know
November 12, 2012 AICPA combined Fraud and Valuation Services Conference, Orlando, FL Valuation Issues and the IRS
October 29, 2013 MNCPA Business Valuation Conference, Plymouth, MN Working with the IRS: Best Practices, Appraiser Penalties and DLOM Study
September 20, 2012 Virginia Society of CPAs, Richmond, VA From Start to Finish Working with the IRS
Appraiser Organizations
Monthly Regular Presenter NACVA Around the Valuation World in 90 Minutes Current Business Valuation Technical Issues
October 29, 2014 Canadian Institute of Certified Business Valuers & American Society of Appraisers Toronto, CA Resolving Tax Disputes with Tax Authorities
October 21, 2014 NACVA Wisconsin Chapter Milwaukee, WI What About S-Corps?
October 21, 2014 NACVA Wisconsin Chapter Milwaukee, WI Discount for Lack of Marketability and the IRS
October 21, 2014 NACVA Wisconsin Chapter Milwaukee, WI What the IRS Looks at When Evaluating a Business Valuation Report
September 19, 2014 Southeast Chapter of the Institute of Business Appraisers, Atlanta, GA What About S-Corps?
September 10, 2014 ASA Virtual Chapter Discount for Lack of Marketability
July 23, 2014 International Society of Business Analysts webinar Irving, TX How to Prepare a Discount for Lack of Marketability with the IRS
June 18, 2014 NACVA CTI 2014 Annual Consultants Conference Las Vegas, NV How to Prepare a Discount for Lack of Marketability with the IRS
June 18, 2014 NACVA CTI 2014 Annual Consultants Conference Las Vegas, NV Conversations with the Masters: Valuation Panelists
May 7, 2014 Empire Valuations Boston, MA How to Work with the IRS: What You Need to Know
February 5, 2014 24th Annual Business Valuation Conference at St. Thomas University Minneapolis, MN Valuing Interests in S-Corps
October 29, 2013 2013 Fall Conference of the Northern California Appraisal Institute San Francisco, CA Appraising Partial Interests
October 17, 2013 Minnesota Association of Business Valuation Professionals Minneapolis, MN What the IRS Looks at When Evaluating a Business
Valuation Report

MichaelGregory Institute: Recent Presentations

Appraiser Organizations (continued)
September 9, 2013 American Society of Appraisers Minneapolis, MN Reasonable Compensation
July 26, 2013 Indiana Chapter of NACVA, Indianapolis, IN Business Appraisals and the IRS
June 27, 2013 Connecticut Chapter of NACVA, New Haven, CT A Full Day of CPE for Business Appraisers
June 8, 2013 Consultant Training Institute National Association of Certified Valuators and Analysts, Washington, DC Business Valuations and the IRS
April 25, 2013 Business Valuation Association of Chicago, Chicago, IL How to Write a Business Valuation Report for the IRS
April 11, 2013 National Association of Independent Fee Appraisers, Atlantic City, NJ Appraising Under IRS Rules
March 11, 2013 American Society of Appraisers Twin Cities, Minneapolis, MN How to Address DLOM and S-Corp Issues an Inside Look at the IRS
January 30, 2013 American Society of Appraisers St. Louis, St. Louis, MO How to Work with the IRS on Business Valuation Issues
January 24, 2013 Business Valuation Resources Webinar How to Approach the Discount for Lack of Marketability for IRS Purposes
January 21, 2013 American Society of Appraisers - Princeton, Princeton, NJ Effective Strategies for Avoiding an Audit and Working with the IRS
November 1, 2012 NACVA of Upstate, NY, Buffalo, NY Working with the IRS
October 9, 2012 International ASA Conference: Phoenix, AZ Navigating the IRS and IRS DLOM Practice Aid
September 28, 2012 NACVA Eastern Pennsylvania Chapter, Philadelphia, PA How to Write Reports and Work with the IRS
August 30, 2012 NACVA Colorado Wyoming Chapter, Denver, CO What Business Valuators Need to Know About the IRS
August 15, 2012 American Society of Appraisers Nashville, TN Working with the IRS: Pertinent Issues for Attorneys, Accountants & Appraisers
June 22, 2012 Consulting Training Institute, Dallas, TX How to Work with the IRS- What Business Valuators and Clients Need to Know
May 24, 2012 NACVA, Boston, MA How you Can Effectively Use the Discounts for Lack of Marketability Job Aid for IRS Valuation Professionals
May 14, 2012 ASA Minneapolis Issue Resolution and Mediation
May 7, 2012 ASA Chapter, NYC, NY A Review of the Gallagher Case TCM 2011-148 with Dan Van Vleet and Richard May
May 7, 2012 ASA Chapter, NYC, NY Effective Strategies for Avoiding and Resolving or Settling IRS Audits Out of Court
May 4, 2012 NACVA Webinar Developing the Cost of Capital for Valuation Engagements Tying the Strands Together by Dr. Ashok Abbott and
Michael Gregory
May 3, 2012 NACVA Webinar Liquidity Discounts Option Based Methods by Dr. Ashok Abbott and Michael Gregory
May 1, 2012 NACVA Webinar Historical Perspectives of the Market Related to Liquidity and Returns by Dr. Ashok Abbot and Michael Gregory
April 20, 2012 ASA Philadelphia, PA How to Work with the IRS DLOM and Subchapter S Adjustments
February 2, 2012 NACVA, IBA, ASA Minneapolis, MN IRS DLOM Job Aid
January 20, 2012 Fair Value Summit San Francisco, CA DLOM, 409A, Tax Affecting Sub S. Corps
January 20, 2012 Valuation Roundtable San Francisco, CA DLOM, Affecting Sub S Corps

MichaelGregory Institute: Recent Presentations

Businesses, Business Organizations and Academia
November 3, 2014 Praxity Global Alliance Orlando, FL How to Work with the IRS on Business Valuation Issues
October 22, 2014 2014 Learning That Counts Conference ASTD St. Paul, MN Engaging Managers in Training They Need
August 20, 2014 Olsen Thielen, Roseville, MN Interactive Training Techniques for Managers to Improve Productivity
July 31, 2014 University of MN Carlson School of Business Master in Business Tax Minneapolis, MN How to Work with the IRS
March 26, 2014 Empire Valuations New York, NY How to Work with the IRS: What You Need to Know
March 26, 2014 Empire Valuations New York, NY Reasonable Compensation in Corporations and Discount for Lack of Marketability and the IRS
January 30, 2014 Empire Valuations Rochester, NY How to Work with the IRS: What You Need to Know
January 30, 2014 Empire Valuations Rochester, NY DLOMs - How to Work with the IRS
January 30, 2014 Empire Valuations Rochester, NY Valuing Interests in S-Corps
November 12, 2013 PKF North America Chicago, IL Valuation Issues and the IRS
August 7, 2013 PKF North America St. Louis, MO Navigating an IRS Exam
May 16, 2013 WTP Advisors, Shoreview, MN Intangible Pricing and Transfer Pricing
February 28, 2013 WTP Advisors, Minnetonka, MN Leading Practices in Sustaining the Deductibility of Service Charges
January 16, 2013 Schaffner, Knight, Minnaugh & Company, P.C., Erie, PA How to Work with the IRS on Business Valuation Issues
December 19, 2012 Olsen Thielen, Roseville, MN How to Work with the IRS
October 23, 2012 Valuation Products and Services Webinar How to Write a Valuation Report for the IRS
October 18, 2012 American Institute of Cost Segregation Professionals: Las Vegas, Nevada Cost Segregation Issues and the IRS
October 1, 2012 NAPM-ISM, Plymouth, MN The Art of Issue Resolution
September 25, 2012 Muller Prost, St. Louis, MO Reasonable Compensation for Tax Exempt Entities
September 25, 2012 Muller Prost, St. Louis, MO Effective Strategies for IRS Interactions
August 8, 2012 PKF of North America hosted by Mueller Prost, St. Louis, MO Effective Strategies for Working R&E Credit with the IRS
May 17, 2012 Mid American Financial Group, Lake Elmo, MN How to Work with the IRS
April 30, 2012 Financial Consulting Group University Program, Atlanta, GA How to Write a Business Valuation Report for the IRS (a three part
series)
April 27, 2012 Conflict Resolution, MN, St. Paul, MN Issues at the IRS Corporate Level and Lessons Learned
March 23, 2012 Financial Investment Group Roseville, MN 2. The IRC, E&G Classification and Issue Resolution at the IRS

MichaelGregory Institute: Recent Presentations

Estate Planning Councils
October 16, 2014 Estate Planning Council of Eastern New York Albany, NY How to Work with the IRS - Strategies for Professionals that Deal with Estate
and Gift Tax Issues
May 15, 2014 Estate Planning Council of Knoxville, TN How to Work with the IRS: Strategies for Professionals that Deal with Estate and Gift Tax Issues
April 22, 2014 Siouxland Estate Planning Council, Sioux City, IA How to Work with the IRS: Strategies for Professionals that Deal with Estate & Gift Tax
Issues
March 19, 2014 Estate Planning Council of Tampa Bay, FL How to Work with the IRS: Strategies for Professionals that Deal with Estate & Gift Tax Issues
March 18, 2014 Estate Planning Council of Naples, FL How to Work with the IRS: Strategies for Professionals that Deal with Estate and Gift Tax Issues
November 14, 2013 Estate Planning Council of Central Florida Orlando, FL How to Work with the IRS: Strategies for Estate and Gift Tax Purposes
September 19, 2013 Estate Planning Council of Fort Wayne, IN How to Work with the IRS
September 19, 2013 Estate Planning Council of Fort Wayne, IN What Estate and Gift Tax Attorneys Need to Know When Working with the IRS
September 19, 2013 Estate Planning Council of Fort Wayne, IN Discounts for Lack of Marketability and the IRS
June 13, 2013 West River Estate and Financial Planning Council, Rapid City, SD How to Work with the IRS: Strategies for Estate and Gift Tax Attorneys
May 21, 2013 San Antonio Estate Planners Council, San Antonio, TX How to Work with the IRS: Strategies for Estate and Gift Tax Attorneys
April 23, 2013 Estate Planning Council of the Twin Cities, Minneapolis, MN How to Work with the IRS: Strategies for Estate and Gift Tax Attorneys
April 16, 2013 Estate Planning Council of the Twin Cities, Roseville, MN How to Work with the IRS: Strategies for Estate and Gift Tax Attorneys
February 21, 2013 Estate Planning Council of Sioux Falls Sioux Falls, SD How to Work with the IRS: Strategies for Estate and Gift Tax Attorneys
February 20, 2013 Siouxland Estate Planning Council, Sioux City, IA How to Work with the IRS: Strategies for Estate and Gift Tax Attorneys
October 25, 2012 Estate Planning Council of Northern Colorado, Fort Collins, CO How to Work with the IRS: Strategies for Estate and Gift Tax Attorneys
October 24, 2012 Rocky Mountain Estate Planning Council: Denver, Colorado Estate and Gift Tax Issues Related to Valuation
August 2, 2012 Estate Planning Council NW North Dakota How to Write a Report for the IRS Part I
August 2, 2012 Estate Planning Council NW North Dakota How to Write a Report for the IRS Part II
August 2, 2012 Estate Planning Council NW North Dakota How to Write a Report for the IRS Part II
August 2, 2012 Estate Planning Council NW North Dakota Petroleum Issues and Where Do You Turn?
August 2, 2012 Estate Planning Council NW North Dakota Key Points with Dos and Donts When Working with the IRS
June 28, 2012 Estate Planning Council: Shreveport, Louisiana How to Work with IRS: Strategies for Estate and Gift Tax Attorneys