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2018 Annual Consultants' Conference


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Massachusetts State Chapter



Chapter President: Lou Pereira
Telephone: (603) 890-6628
E-mail: lou@mbappraisers.com

NACVA MA Chapter Announces
A Day with Mike Gregory, NSA, ASA, CVA,
Mediator with the Minnesota Supreme Court

“Resolving Conflicts, Prevailing in Court, and Much More”


May 17, 2018
from 8:00 a.m.–5:00 p.m.
at
The DoubleTree Hotel
5400 Computer Drive
Westborough, Massachusetts
 $275 Registration, payable in advance.

Note: You may bring one associate from
your firm who is 35 years old or younger for FREE!


8 cpe credits will be awarded.

Breakfast, hot lunch and snacks are included.

Seating is limited. Please respond early.
 

 

What you will learn:

  • Resolving conflicts with the Government (IRS), clients, co-workers, and other parties. 
  • Learn how to prevail in interactions, conferences, deposition, and trial.
  • Exit planning: satisfying the diverse interests of multiple parties.
  • Why do our clients still need gift and estate valuations?


Program Overview:
Mike will focus on the five chapters from Business Valuations and the IRS that address alternative forms of dispute resolution in this interactive session.  Mike will discuss the most common errors in business valuation and 25 golden suggestions, conflict resolution with the IRS and others, and writing a business valuation report for the IRS as an expert witness.  He will present over 10 examples and relate these to a conflict you may have with the IRS or an opposing party.  This interactive, fun and enlightening session will provide you tools you can apply immediately to your own and other’s conflicts relating to business valuation and collaborating with others.  Mike will also share how to avoid and what to do if audited, common technical mistakes to avoid in business valuations from IRS classification and audits, and key points for expert witnesses.

Michael GregoryAbout Michael Gregory NSA, ASA, CVA, Mediator with the Minnesota SupremeCourt
We welcome Mike Gregory, an experienced mediator, negotiator, and business valuer to help us examine the process of effectively resolving business valuation issues we have with others and offer technical insights. In the end, peaceful resolutions revolve around respecting one another by engaging in thoughtful and honest communication. The ideas for Mike’s presentation flow from three of Mike’s books, The Servant Manager, Peaceful Resolutions, and Business Valuations and the IRS: Five books in one.  With 28 years at the IRS at all levels and now 6 years with his own firm, he offers insights for even the most experienced business valuer.  Mike has a BS from Valparaiso University, a MS from the University of Wisconsin-Madison and a MBA from DePaul University.

PLEASE REGISTER BY E-MAIL TO nacva_machapter@dejazzd.com.
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Please return this information with your check ($275 per person).  Be sure to include all requested information.

*ALL PAYMENTS MUST BE RECEIVED BY May 8, WITHOUT EXCEPTION. (Please Note: We cannot accept Credit Cards.)*

Cancellations must be received by 10 a.m., Friday, May 11, to be eligible for refund.

Please reserve a space at the Day With Michael Gregory.  

Name: __________________________________

Firm: ___________________________________

Address: ________________________________

City, State Zip: ___________________________________

Tel. __________________ Fax: ______________________  

NACVA Reg. No. ________   E-Mail:____________________________

Amount Enclosed: $__________     

Guest associate 35 yrs. or younger ____________________________________
Guest's e-mail (necessary for CPE credit)
                                                                       

Checks should be mailed to NACVA-MA Chapter
c/o Joan Peterson, Administrator
12845 Old Turnpike Road
Mifflinburg, PA 17844

nacva_machapter@dejazzd.com     413-563-7057
__________________________________________________________

DRIVING DIRECTIONS
From Worcester: Route 9 East to Computer Drive/Research Drive Exit. Take a right at the first set of lights onto New Flanders Road; bear right onto Computer Drive, head straight through the third set of lights, drive 1/2 miles and the hotel is on the left at the top of the hill.

From Sturbridge: Mass Turnpike (I-90) East to Exit 11A, I-495 North to Exit 23B (Route 9 West) to Computer Drive/Research Drive Exit. Bear right at the end of the ramp, drive 1/2 mile and the hotel is on the left at the top of the hill.

From I-495 North or South: Exit 23B (Route 9 West) to Computer Drive Research Drive Exit, bear right at the end of the ramp. Drive 1/2 mile and the hotel is on the left at the top of the hill.

From Connecticut: Route 84 North to Mass Turnpike (I-90) East to Exit 11A (Route 495), Route 495 North to Exit 23B (Route 9 West) to Computer Drive/Research Drive Exit. Bear right at the end of the ramp, drive 1/2 mile and the hotel is on the left at the top of the hill.