Developing and Defending DLOM
OL939 | On Demand Course | Update | Self-Study
Description
Discount for Lack of Marketability (DLOM) is the most common adjustment by IRS business valuers on estate and gift tax business valuations. This commentary provides you with background on the IRS DLOM Job Aid, digs deeper with additional commentary based on IRS shared information, provides insights based on neuroscience on how to work with the IRS, and provides examples giving you ideas of how to take appropriate actions. You will be well informed about DLOMs and the IRS.
This course is part of the 2023 Forensic and Valuation Services Conference Bundle. Purchase the conference bundle here.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 1.50 | Taxes |
Prices
- Member (Early Bird)
- $65.00
- Non-Member (Early Bird)
- $95.00
- Member
- $65.00
- Non-Member
- $95.00
Instructors
Michael Gregory, MBA, ASA, CVA
Michael Gregory is a mediation and negotiations specialist. He has the knowledge, experience, and relationships to help you with IRS and other disputes. Prior to founding Michael Gregory Consulting, LLC, 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 ten 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.
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