How to Work with the IRS
Date: Tuesday, September 27, 2016
Time: 4:00pm - 7:00pm
Location: Hilton Netherland Plaza
Speaker: Michael Gregory
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How to Work with the IRS
Speaker: Michael Gregory
Tuesday, September 27, 2016
4:00 PM - 7:00 PM
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Event Details
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Date:
Tuesday, Sept. 27, 2016
Time:
3:30 - 4:00 PM - Registration
4:00 - 5:30 PM - Program
5:30 - 7:00 PM - Happy Hour
& Networking
Location:
Hilton Netherland Plaza
35 West Fifth St.
Cincinnati, OH 45202
Fees:
Members - $25
Non-Members - $75
Deadline to Register:
Thurs., September 22, 2016
Note: refunds will not be given for cancellations received after the deadline. No shows will be billed.
If you have trouble registering online, please contact Misty at 513-554-3074 or email at cincycouncil@gmail.com
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Upcoming Events
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Winter Meeting
Date:
February 9, 2017
Speaker:
Bernard Crooks, Esq.
Location:
TBA
Spring Meeting
Date:
April 27, 2017
Speaker:
Nancy Rapoport
Location:
TBA
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How to Work with the IRS
It is our pleasure to introduce Michael Gregory, who founded Michael Gregory Consulting LLC in September 2011. Prior to founding his consulting firm, Mike had 28 years of experience with the IRS in a variety of capacities. During his last 11 years with the IRS, Mike was an IRS territory manager with responsibilities for 23 states with an emphasis in business valuation and specialist issues. During his tenure with the IRS, Mike championed the IRS internal teams on reasonable compensation, valuing subchapter S corporations, 409A, 6695A, and the Discount for Lack of Marketability.
Based on his years of experience at the IRS and now in the private sector, Mike will be giving a presentation entitled How to Work with the IRS. This will focus on estate and gift tax returns. Mike will introduce the structure of the IRS as it relates to these types of returns. Following that introduction insights will provided on what to do before the return is filed, steps to take given the IRS classification processes, steps to take on audit, and what to do if the case is unagreed and proceeds to Appeals or litigation. This should be helpful to practitioners, clients and those interested in knowing how to navigate these processes on behalf of their clients.
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Michael Gregory is a member of the National Speakers Association. He offers presentations to Estate Planning Councils and is a keynote speaker and technical presenter to state bar associations, state CPA chapters, appraisal organizations and firms.
Mike is an ASA, CVA and Qualified Mediator with the Minnesota Supreme Court. Mike is the founder of Michael Gregory Consulting, LLC providing services to clients as a solution provider focusing on conflict resolution in a wide variety of forums including issues with the IRS and other value added services such as reviews of expert witness reports in valuation and leadership development.
He was an IRS territory manager with responsibilities for up to 23 states with an emphasis in the business valuation arena nationally, alternative dispute resolution and developing leaders over his last 11 years at the IRS.
Mike has a BS from Valparaiso University, a MS from the University of Wisconsin - Madison, and a MBA from DePaul University. Mike has written ten books and produced 14 videos that may be reviewed at www.mikegreg.com. Mike may be reached at mg@mikegreg.com and at 651-633-5311. Mike offers a blog with weekly key insights focusing on IRS issues, alternative dispute resolution and innovative ideas at www.mikegreg.com/blog.
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| Continuing Education Credits |
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Credits Approved:
CFP
CPA
KY Legal
OH Insurance
OH Legal
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THANK YOU TO OUR SPONSORS
2016-2017 Season Sponsor
Hospitality Sponsor
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