ESTATE PLANNING COUNCIL OF SAN DIEGO

The Estate Planning Council of San Diego Presents:

How to Avoid an Audit

&  What to do if Audited by the IRS

By Michael Gregory

Date:  Tuesday, June 15, 2021

Time:  4:45pm-6:30pm

(Speaker begins at 5:15pm)

Cost: $30.00 per person (Guest or EPCSD Member)

Zoom Webinar ID and Password: 

Will be sent to everyone who has registered and paid on Monday, May 17th

We would like to thank our Sponsor for supporting this upcoming meeting:

LevitZacks has earned its reputation within the Southern California business community by providing outstanding tax consulting and compliance in both the domestic and international tax arena, estate and succession planning, business appraisal services and financial statement audit and accounting services since 1964. LevitZacks is proud of their team members’ commitment to excellence and their contribution to providing quality services which can be relied upon by clients, their lenders, their governing authorities, and their investors.  We have been selected  best places to work in San Diego for nine years, and have been selected as the nation’s best accounting firm to work for in 2019 and 2020 (small firm category) by Accounting Today publication.

Cristanne Leitner, CPA, CFP and AEP has been a proud EPCSD member for more than twenty years, and has served in all positions in leadership. Cristanne is a Shareholder, Vice President and Director of Tax where she specializes in estate, trust and gift transfer techniques to achieve tax minimization.  Mark Morris, CPA, J.D. LL M is also a EPCSD member and serves as Senior Tax Counsel for LevitZacks. Mark is a thought leader in our estate planning niche area providing solutions to high net worth clientele using sophisticated techniques which enable the efficient transfer of wealth from one generation to the next.

Topic: 

How to Avoid an Audit and What to do if Audited by IRS

Mike will be speaking to us about How to Avoid and What to do if Audited by the IRS by taking advantage of the collaboration effect®.  When you take advantage of the collaboration effect® you will enhance relationships, resources, and revenues.  He will start with a brief background on the IRS organization as it relates to the IRS Estate and Gift Tax Program and he will provide us with insight into the various silos and different cultures associated with business appraisal issues.  He’ll share with us the processes of both the national and local classifications in Estate and Gift tax and issues related to an examination. This will provide insight into what to do to avoid an audit and what to do if audited. Insights are also presented on how to address any conflict using neuroscience by taking advantage of The Collaboration Effect®.

Speaker:

Michael Gregory

ASA, CVA, NSA, MBA

Michael Gregory is a Qualified Mediator with the Minnesota Supreme Court, who founded Michael Gregory Consulting LLC in September 2011. Mike focuses on helping resolve conflict with the IRS, negotiating winning solutions, and helping organizations be more productive and grow faster by taking advantage of The Collaboration Effect®. Prior to founding his consulting firm, 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 23 states with an emphasis in business valuation and specialist issues nationally. Mike has been working with neuroscientists for over eight 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.

Continuing Education Credits Pending:

This continuing legal education course is intended for Experienced Attorneys and Newly Admitted Attorneys and is pending for up to 1.0 California MCLE credit hour, 1.0 New York CLE credit hour r, 1.0 CFP credit for CFP® professionals and certificates will be available for CE credit for CPAs and CSPG professionals.

Please RSVP by June 14th 2021

In order to make payment via PayPal, please follow through to the second page of registration and click the yellow “pay now” button.

 You do NOT need a PayPal account in order to pay via credit card through PayPal. 

If you have any questions please contact Jessica at Jessica.EPCSD@gmail.com.