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Hosted by  EBPC Hartford, Inc

Member Program - 2023 Annual Meeting and Program; How to Avoid and Manage IRS Audits

Get ready for the 2023 Annual Meeting of the EBPC Hartford on Thursday, May 4th!   We are renting the beautiful Glastonbury Boathouse and have put together a program and meal you won't want to miss!
 
Register Today!
 
This program counts towards membership attendance requirements
 
 
SCHEDULE: 
5-6   Registration, Buffet Dinner, Cash Bar, Networking
6-6:10   Opening Remarks, Annual Meeting
6:10-7   Presentation, followed by networking until 7:30 pm
 
 
REGULAR MEMBERS:  NO COST 
 
SENIOR MEMBERS and RETURNING GUESTS:   $55
 
1ST TIME GUESTS / POTENTIAL MEMBERS:  $45
 
REGISTRATION ENDS MAY 3RD AT NOON. 
  

By registering for this event, you acknowledge that you assume the risks of Coronavirus/COVID-19, and waive liability to EBPC Hartford, it's volunteers and association manager.

 
 

Thursday, May 4, 2023
5:00 PM - 7:30 PM

Location
Glastonbury Boathouse
Waterfront Venue
252 Welles St
Glastonbury   CT   06033
 
Website for Location
Map for Location



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Senior Members and Guests $55.00
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First Time Guest / Potential Member $45.00
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Agenda

 


Michael Gregory, NSA, MBA, ASA, CVA
Founder/Owner
 Michael Gregory Consulting, LLC

May 4 2023 5:00PM


How to Avoid and Manage IRS Audits


A brief background on the IRS organization as it relates to the IRS Estate and Gift Tax Program and issues are presented to provide the participant with insight into the various silos and different cultures associated with business appraisal issues at the IRS. The processes of both the national and local classification process in Estate and Gift tax is presented and issues related to an examination are explored to provide insight of what to do to avoid an audit and what to do with any conflict using neuroscience. The insights from neuroscience may be applicable to resolving any conflict and negotiating winning solutions by taking advantage of The Collaboration Effect.

Participants will be able to:
• Address pertinent changes at the IRS
• Describe how the IRS works and how to work with this IRS
• Communicate how classification works at the IRS on estate and gift tax audits, and how to avoid an audit
• Identify how to work with IRS personnel if audited
• Apply The Collaboration Effect and three bonus items