Participants will be able to understand the IRS compliance organization and how classification works in general and with estate and gift tax valuation issues in particular. If issues develop during an examination, alternatives to resolving issues are explored, at the examination, Appeals, and litigation levels. Examples are presented to help bring home the information provided. As an experienced appraiser, former IRS territory manager, and now consultant in the field, Michael Gregory provides his wealth of experience as an ASA, AVA, and qualified neutral to help you.

After the session participants will be able to:

Articulate the IRS major compliance divisions
Adjust work assignments after considering classification concerns
Coordinate with clients to strategically address concerns
Deal with the IRS in a strategic and professional manner
Save time and have closure sooner on issues with the IRS

Presenter: Michael Gregory, ASA

Two (2) CE credits will be available for ASA reaccreditation. Please submit the CE Request Form to receive credit. You may only receive credit once for this webinar.

*Disclaimer: The opinions expressed in this presentation are that of the presenter(s) and do not necessarily reflect the views and opinions of the American Society of Appraisers.

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