Tales From the Trenches: How Recent Challenges with the IRS Impact Your Valuation

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Training Event Transcripts
March 31, 2020
Michael A. Gregory, ASA, CVA
methodology, federal taxation
case law analysis, business valuation, expert testimony, discount for lack of marketability (DLOM), expert valuation, valuation methodology, internal revenue service (IRS), s corporation, valuation methods, customer relationships, coronavirus, COVID-19

Summary

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.
Tales From the Trenches: How Recent Challenges with the IRS Impact Your Valuation
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