How to Avoid and Manage IRS Audits

Date: Thursday, January 26, 2023
Time: 1:30pm - 5:00pm
Location: Hyatt ~ Aster Event Center, Trexlertown
Speaker: Michael Gregory

We are looking forward to our first program in the new year being held on January 26th at Hyatt ~ Aster Event Center, in Trexlertown. The virtual presentation by Michael Gregory includes a brief background on the IRS organization as it relates to the IRS Estate and Gift Tax Program and issues to provide insight into the various silos and different cultures associated with business appraisal issues at the IRS. 

The processes of both the national and local classification process in Estate and Gift tax is presented and issues related to an examination are explored to provide insight of what to do to avoid an audit and what to do with any conflict using neuroscience. The insights from neuroscience may be applicable to resolving any conflict and negotiating winning solutions by taking advantage of The Collaboration Effect.

Registration 1:30-2:00

Presentation 2:00 - 4:15

Social Networking 4:15-5:00

Michael Gregory focuses on helping resolve conflict with the IRS, negotiating winning solutions, and helping organizations be more productive and grow faster by taking advantage of The Collaboration Effect®. Prior to founding his consulting firm, Mike had 28 years of experience with the IRS in a variety of capacities from specialist to executive level. During his last 11 years with the IRS, Mike was an IRS territory manager with responsibilities for up to twenty-three states with an emphasis in business valuation and specialist issues nationally. Mike has been working with neuroscientists for over 10 years and he has written 12 books focusing on IRS issues business valuation, conflict resolution, servant leadership, and his most recent book The Collaboration Effect. Mike has a BS from Valparaiso University, a MS from the University of Wisconsin – Madison and an MBA from DePaul University. Mike can be reached at mg@mikegreg.com and with his direct line at 651-633-5311.

Two continuing education credits are pending approval for CLE, CFP, Pennsylvania Insurance, CPA, CTFA and PACE.
Registration is free for EPCLV members and future members are encouraged to attend.

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