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State Chapter Event | Houston
February 24, 2021 9:00 AM - 10:20 AM
Host: Shelia Darby, State Chapter President
This meeting will be Group-Internet Based.
Time zone shown above is Central.
What Business Valuers Need to Know About the IRS for 2021
Presenter: Michael A. Gregory, CVA, ASA, MBA
Program Description: You will receive a high-level introduction to this topic and have the opportunity to ask questions. Mike will address valuation issues with the IRS, the impact of COVID-19 and what to expect in 2021. This session will focus on information you need as a business valuer that mediates, negotiates and facilitates alternative dispute resolution to give clients timely closure with significant savings with the IRS and others. After this session you will be able to: (1) Discuss the implications of real-world business valuation, (2) Distinguish roles of various players, (3) Differentiate when various tactics may be appropriate, and (4) Develop a plan to make appropriate recommendations to clients.
Learning Objectives:
- Reference IRS key statistics related to estate and gift tax returns
- Identify the two most common adjustments by IRS for 2021
- Know the sources the IRS uses for reasonable compensation
- Apply appropriate models for DLOMs
- Define The Collaboration Effect®
Program Level: Overview: Learning activity level that provides a general review of a subject area from a broad perspective
Prerequisites: None required. These overview programs may be appropriate for professionals at all organizational levels.
Advanced Preparation: None
Field of Study: Finance - 1
Delivery Method: Group-Internet Based
Course CPE: 1 hour total
Field of Study: Finance - 1
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