Online Directory | NACVA Site Search:

Report Writing and Report Review—How to Write for the IRS


Business Valuation

 Report Writing and Report Review—How to Write for the IRS
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Taxes
Item Number: 14PBV1029
Shipping Weight: 0lbs. 0oz.
Price: $110.00
Program Description

In this webinar, the presenters will dissect recent Tax Court decisions involving reports, testimony and credibility. They will teach how to apply lessons learned, how to choose a valuator, how to review a BV report.

Many valuators consider report writing to be a "last step" in the valuation process. In fact, report writing should begin with the engagement letter process and continue throughout the developmental steps in valuation of the subject.

Learning the steps in reviewing reports—yours and others—can help take your report writing skills to the next level. We will cover the steps in report review and many specific tips to improve your own report writing.

Learning Objectives

After completing this webinar, attendees will be able to:

- Write reports for the IRS
- Dissect recent decisions of the courts
- Apply the lessons learned from recent case law into one's valuation report

Who Should Attend

Attorneys, CPAs, and practitioners

Presenter(s)

Howard Lewis, MS, CBA, CVA, ABAR, BCA
Mr. Howard Lewis is the executive director of the International Society of Business Analysts and president of RiskGuidance Co., LLC. Mr. Lewis served as the national program manager for the engineering and valuation programs at the Internal Revenue Service from 2000—2008, having worked for the IRS for over 32 years.

Mr. Lewis served as a valuation engineer and first-level, mid-level, and top-level manager, both in the engineering and valuation programs as well as the corporate examination programs. As president of RiskGuidance, Mr.Lewis specializes in valuation review and IRS intervention. Howard was a co-author of the book How to Value Your Business and Increase It's Potential. He is the former executive director of the Institute of Business Appraisers.

Ronald M. Cerruti
Mr. Ronald M. Cerruti is an engineering territory manager for the IRS and is responsible for all engineering and appraisal work performed in the Western United States, including Alaska, Hawaii, and Colorado. He has also been a general program branch chief in San Jose, large case branch chief, and regional coordinated examination program (CEP) manager. He has been a member of the Issue Management Team (IMT) on conservation easements for the past five years. He has presented at gatherings of the Appraisal Institute, American Society of Farm Managers and Rural Appraisers, American Society of Appraisers, AICPA, and at the 2009 and 2010 National Land Trust Alliance Rallys.

Mr. Cerruti previously worked as a forester for the U.S. Forest Service, valuing timber and timberlands, ranch, farmlands and other rural property. He has an MBA in finance from Hayward State University and earned his BS in forestry from the University of California at Berkeley. Mr. Cerruti has testified in U.S. Tax Court as an expert in timber valuation.