The document summarizes Michael Gregory's presentation to the American Society of Appraisers NYC on May 7, 2012. It discusses Gregory's background working for 28 years at the IRS before starting his own consulting business. The presentation covers topics like working with the IRS, key issue areas like discounts for lack of marketability and potential penalties, and strategic growth areas for appraisers. Gregory provides advice on issues resolution and litigation processes at the IRS.
Mn soc of cpa's 11 15- 2012 - revised (1)MikeGreg1945
Michael Gregory opened his own consulting firm in 2011 after 28 years working at the IRS, where he specialized in business valuation, reasonable compensation, family limited partnerships, and other issues. In this presentation, he provides an overview of the IRS structure and resolution processes, discusses common valuation topics like discounts, reasonable compensation, and penalties for appraisers, and offers practical advice on working with the IRS and creating valuation reports.
This document summarizes a presentation given by Michael Gregory on estate planning to the Estate Planning Council of Shreveport, LA on June 28, 2012. The presentation provided an overview of Michael Gregory's background and consulting services. It also discussed estate and gift tax processes at the IRS, including classification, examination, appeals, and issue resolution. Key contacts at the IRS for matters involving valuation were also highlighted. The presentation aimed to help estate attorneys understand how to work with the IRS on valuation issues.
Michael Gregory gave a presentation on working with the IRS. He discussed his background and experience at the IRS. He then provided an overview of the different divisions within the IRS, including Large Business and International, Small Business and Self Employed, and Tax Exempt and Governmental Entities. He discussed some common valuation issues that come up like 409A, DLOM, and tax affecting S-corps. He ended by sharing examples of cases and his advice on effectively working with IRS agents and specialists.
Michael Gregory is an independent consultant who previously worked for the IRS for 28 years in various roles. His consulting firm, Michael Gregory Consulting LLC, provides services related to risk management, alternative dispute resolution, strategic planning, and could assist clients and their customers. The presentation provides an overview of the IRS structure and key divisions, as well as discussions on topics like 409A valuation, discount for lack of marketability, and tax affecting S-corporations. Michael Gregory shares examples of valuation cases and his upcoming book on working with the IRS.
The document summarizes research from the CEB Marketing Leadership Council on the digital evolution in B2B marketing. It finds that customers now self-diagnose problems and decide on solutions before engaging sales. Marketing and sales must get involved earlier and disrupt customers' purchase criteria. This requires fewer, higher-impact ideas and concentrated execution. Content roles must be formalized and digital teams integrated, rather than operating in silos. Insights come more from smart human analysis than tools.
Settlement the Way Your Clients Want It John DeGroote
John DeGroote gave a presentation to the Dallas Bar Association on settlement strategies. He emphasized that lawyers need to understand their clients' interests in resolving disputes through settlement rather than litigation, as clients are focused on their business needs. DeGroote outlined three steps for client satisfaction: ask clients what they want, adapt processes accordingly, and manage expectations. He provided examples of settlement processes like early negotiation, targeted adjournment, and using settlement counsel. DeGroote stressed that lawyers should focus on solving clients' problems rather than just litigating cases.
Michael Gregory is the chief manager of Michael Gregory Consulting LLC. He has 28 years of experience working for the IRS as an engineer, manager, and acting assistant district director. His consulting services include risk management with the IRS, alternative dispute resolution and mediation, strategic planning, and more. The document provides background information on the structure and divisions of the IRS, examples of cases that may benefit from mediation, and an overview of mediation techniques.
Mn soc of cpa's 11 15- 2012 - revised (1)MikeGreg1945
Michael Gregory opened his own consulting firm in 2011 after 28 years working at the IRS, where he specialized in business valuation, reasonable compensation, family limited partnerships, and other issues. In this presentation, he provides an overview of the IRS structure and resolution processes, discusses common valuation topics like discounts, reasonable compensation, and penalties for appraisers, and offers practical advice on working with the IRS and creating valuation reports.
This document summarizes a presentation given by Michael Gregory on estate planning to the Estate Planning Council of Shreveport, LA on June 28, 2012. The presentation provided an overview of Michael Gregory's background and consulting services. It also discussed estate and gift tax processes at the IRS, including classification, examination, appeals, and issue resolution. Key contacts at the IRS for matters involving valuation were also highlighted. The presentation aimed to help estate attorneys understand how to work with the IRS on valuation issues.
Michael Gregory gave a presentation on working with the IRS. He discussed his background and experience at the IRS. He then provided an overview of the different divisions within the IRS, including Large Business and International, Small Business and Self Employed, and Tax Exempt and Governmental Entities. He discussed some common valuation issues that come up like 409A, DLOM, and tax affecting S-corps. He ended by sharing examples of cases and his advice on effectively working with IRS agents and specialists.
Michael Gregory is an independent consultant who previously worked for the IRS for 28 years in various roles. His consulting firm, Michael Gregory Consulting LLC, provides services related to risk management, alternative dispute resolution, strategic planning, and could assist clients and their customers. The presentation provides an overview of the IRS structure and key divisions, as well as discussions on topics like 409A valuation, discount for lack of marketability, and tax affecting S-corporations. Michael Gregory shares examples of valuation cases and his upcoming book on working with the IRS.
The document summarizes research from the CEB Marketing Leadership Council on the digital evolution in B2B marketing. It finds that customers now self-diagnose problems and decide on solutions before engaging sales. Marketing and sales must get involved earlier and disrupt customers' purchase criteria. This requires fewer, higher-impact ideas and concentrated execution. Content roles must be formalized and digital teams integrated, rather than operating in silos. Insights come more from smart human analysis than tools.
Settlement the Way Your Clients Want It John DeGroote
John DeGroote gave a presentation to the Dallas Bar Association on settlement strategies. He emphasized that lawyers need to understand their clients' interests in resolving disputes through settlement rather than litigation, as clients are focused on their business needs. DeGroote outlined three steps for client satisfaction: ask clients what they want, adapt processes accordingly, and manage expectations. He provided examples of settlement processes like early negotiation, targeted adjournment, and using settlement counsel. DeGroote stressed that lawyers should focus on solving clients' problems rather than just litigating cases.
Michael Gregory is the chief manager of Michael Gregory Consulting LLC. He has 28 years of experience working for the IRS as an engineer, manager, and acting assistant district director. His consulting services include risk management with the IRS, alternative dispute resolution and mediation, strategic planning, and more. The document provides background information on the structure and divisions of the IRS, examples of cases that may benefit from mediation, and an overview of mediation techniques.
Michael Gregory gave a presentation on working with the IRS. He discussed his background and experience at the IRS. He then provided an overview of the different divisions within the IRS, including Large Business and International, Small Business and Self Employed, and Tax Exempt and Governmental Entities. He discussed some common valuation issues that come up, such as 409A, discount for lack of marketability, and tax affecting S-corporations. He ended by taking questions and sharing examples of cases he has worked on.
Presentation to the Fair Value Forum
San Francisco, CA
January 20, 2012
This presentation offers a quick overview on the IRS, 409A, DLOM, and subchapter S tax affecting with examples
Presentation to NACVA
Plymouth, MN
December 2, 2011
This presentation presents how the IRS is organized and offers several examples of how to work with the IRS
The document discusses the IRS Job Aide on discounts for lack of marketability (DLOM). It provides background on the author and an overview of the Job Aide, noting it was prepared by 16 valuation experts. Key points of the Job Aide are outlined, including that it identifies 33 important factors and 17 initial information request items. Feedback from webinars on the Job Aide and the author's observations since entering private practice regarding DLOMs are also presented.
Organizational structure for your businessMarc Parham
This document discusses structuring a business, including managing internal and external environments. It addresses organizational structure, legal structures like LLCs and corporations. Managing the internal environment includes human resources issues like ensuring communication, balancing schedules to reduce stress, and setting employee duties, tasks and responsibilities. Managing the external environment involves government agencies' impact and how to work with them. Effective management and developing a strong business team are also discussed.
Making the Leap from Business Analyst to Business ArchitectAccelare
What does business architecture do? Includes: Effective strategy - creates a direct, clear linkage between executive intent and organizational actions. Effective investments - provides a structured approach to making strategic and operational investment decisions. Effective operations – clarifies the cross-organizational operating model. Create new insights and perspectives – encourages new thinking about how the company creates value.
Business architecture attributes: Focuses on “what” the business needs to do rather than “how” it does it. And need to resonate with business thinkers.
Business architecture is about exploration not standardization. The move from business analyst starts with giving up old paradigms and a shift to ask: why, what is? what can be? and what should be?
How to run your business better with a SWOT AnalysisMark Germanos
You need to perform regular SWOT Analyses for your business. You will identify your Strengths, Weaknesses, Opportunities and Threats. You can decide where to put your time and energy.
7 Key Steps Your Data Privacy Program NeedsTrustArc
In a survey conducted by TrustArc, we discovered the three biggest privacy challenges organizations face includes: coping with new regulations, implementing new cross-border data mechanisms, and maintaining a patchwork of separate local compliance requirements.
As privacy regulations worldwide continue to grow, there is an urgency for companies to get organized, so they can be able to manage any threats to their privacy program.
To get the positive outcome you want, join our webinar to learn the 7 key steps to privacy your organization needs to take to have a successful data privacy program.
The document is a slide deck presentation on patterns for successful collaborations. It discusses establishing trust within teams through matching team member skills and needs, providing feedback, and establishing working agreements. Specific collaboration practices covered include using a MatchUp process to understand capabilities and dependencies, measuring trust with the three Cs of trust, and giving and receiving feedback to enable effective collaboration. The overall message is that successful collaboration relies on open communication of skills, needs, and feedback between team members.
SWOT For Business Growth Network Of RosevilleMark Germanos
The document discusses how conducting a SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis can help businesses grow. It provides examples of SWOT analyses for different businesses, showing their strengths, weaknesses, opportunities, and threats both before and after implementing changes based on the analysis. The document encourages the audience to conduct their own SWOT analysis and discusses how the author can help businesses with social media strategies.
Having a well thought out strategy and business plan can be the difference between success and failure for any start-up. Make sure you don't fly blind into the dark abyss of failure. Do your homework and start your business right. Even if you're beyond the start-up stage, you need a plan.
The document is a presentation by Ellen Gottesdiener on adapting requirements practices. It discusses how requirements practices need to be adapted based on factors like team skills, domain knowledge, project type, and product complexity. It provides examples of practices that could be formal and documentation-heavy for some projects, while informal for others. The presentation emphasizes the importance of customer involvement, balancing completeness with purpose, and adapting practices based on the project context.
How to talk to your cfo about share point - spsnhMike Gilronan
The document provides guidance on how to get funding approval from a CFO for a SharePoint project. It discusses how CFOs think primarily in terms of financial metrics and risk management. It recommends framing SharePoint's benefits in these terms, such as increased productivity and reduced costs. Specific benefits highlighted include basic collaboration and file sharing, using SharePoint to create a finance portal, implementing enterprise content management, and automating business processes. The document provides examples and ROI calculations for demonstrating the financial value of SharePoint to a CFO.
12 Take-aways from 2012 - Developments in the Western Canadian M&A and Privat...This account is closed
This document provides a summary and analysis by Gowlings, a Canadian law firm, of trends in mergers and acquisitions (M&A) and private equity deals in Western Canada in 2012. It notes that oil and gas horizontal drilling and diversified industries supporting oil sands drove deal activity. It also discusses common deal structures, points of negotiation, and reasons deals failed. The firm led 18 closed deals worth over $600 million and shares insights to help clients. Appendices list sample deals and biographies of the authors.
SWOT For Sacramento Coaches AssociationMark Germanos
When you identify your Strengths, Weaknesses, Opportunities and Threats, you will make better decisions with your time, energy and attention. You will, in turn, make more money.
McGladrey presentation at May 2012 AICPA CFO conference - FASB/IASB convergen...Brian Marshall
FASB/IASB Convergence Projects Update
Speakers: Brian H. Marshall, McGladrey LLP
Faye E. Miller, McGladrey LLP
The FASB and IASB are currently working together on a significant number of projects. This session will cover the status of these joint projects, with a particular focus on:
• Revenue Recognition
• Leasing
• Financial Instruments
This document discusses sales techniques including knowing your company, responsibilities of salespeople, prospecting, appointments, follow up, and sales meetings. It emphasizes understanding your company's mission and value proposition, identifying competitors, maintaining a customer database, using social media for networking, following up with clients, and asking for the sale. The overall message is on the importance of relationship building and persistence in sales.
Storytelling is an incredibly valuable tool to share data and information. To get the most impact from stories there are a number of key ingredients. These are based on science and human nature. Using these elements in a story you can deliver information impactfully, ensure action and drive change.
Michael Gregory gave a presentation on working with the IRS. He discussed his background and experience at the IRS. He then provided an overview of the different divisions within the IRS, including Large Business and International, Small Business and Self Employed, and Tax Exempt and Governmental Entities. He discussed some common valuation issues that come up, such as 409A, discount for lack of marketability, and tax affecting S-corporations. He ended by taking questions and sharing examples of cases he has worked on.
Presentation to the Fair Value Forum
San Francisco, CA
January 20, 2012
This presentation offers a quick overview on the IRS, 409A, DLOM, and subchapter S tax affecting with examples
Presentation to NACVA
Plymouth, MN
December 2, 2011
This presentation presents how the IRS is organized and offers several examples of how to work with the IRS
The document discusses the IRS Job Aide on discounts for lack of marketability (DLOM). It provides background on the author and an overview of the Job Aide, noting it was prepared by 16 valuation experts. Key points of the Job Aide are outlined, including that it identifies 33 important factors and 17 initial information request items. Feedback from webinars on the Job Aide and the author's observations since entering private practice regarding DLOMs are also presented.
Organizational structure for your businessMarc Parham
This document discusses structuring a business, including managing internal and external environments. It addresses organizational structure, legal structures like LLCs and corporations. Managing the internal environment includes human resources issues like ensuring communication, balancing schedules to reduce stress, and setting employee duties, tasks and responsibilities. Managing the external environment involves government agencies' impact and how to work with them. Effective management and developing a strong business team are also discussed.
Making the Leap from Business Analyst to Business ArchitectAccelare
What does business architecture do? Includes: Effective strategy - creates a direct, clear linkage between executive intent and organizational actions. Effective investments - provides a structured approach to making strategic and operational investment decisions. Effective operations – clarifies the cross-organizational operating model. Create new insights and perspectives – encourages new thinking about how the company creates value.
Business architecture attributes: Focuses on “what” the business needs to do rather than “how” it does it. And need to resonate with business thinkers.
Business architecture is about exploration not standardization. The move from business analyst starts with giving up old paradigms and a shift to ask: why, what is? what can be? and what should be?
How to run your business better with a SWOT AnalysisMark Germanos
You need to perform regular SWOT Analyses for your business. You will identify your Strengths, Weaknesses, Opportunities and Threats. You can decide where to put your time and energy.
7 Key Steps Your Data Privacy Program NeedsTrustArc
In a survey conducted by TrustArc, we discovered the three biggest privacy challenges organizations face includes: coping with new regulations, implementing new cross-border data mechanisms, and maintaining a patchwork of separate local compliance requirements.
As privacy regulations worldwide continue to grow, there is an urgency for companies to get organized, so they can be able to manage any threats to their privacy program.
To get the positive outcome you want, join our webinar to learn the 7 key steps to privacy your organization needs to take to have a successful data privacy program.
The document is a slide deck presentation on patterns for successful collaborations. It discusses establishing trust within teams through matching team member skills and needs, providing feedback, and establishing working agreements. Specific collaboration practices covered include using a MatchUp process to understand capabilities and dependencies, measuring trust with the three Cs of trust, and giving and receiving feedback to enable effective collaboration. The overall message is that successful collaboration relies on open communication of skills, needs, and feedback between team members.
SWOT For Business Growth Network Of RosevilleMark Germanos
The document discusses how conducting a SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis can help businesses grow. It provides examples of SWOT analyses for different businesses, showing their strengths, weaknesses, opportunities, and threats both before and after implementing changes based on the analysis. The document encourages the audience to conduct their own SWOT analysis and discusses how the author can help businesses with social media strategies.
Having a well thought out strategy and business plan can be the difference between success and failure for any start-up. Make sure you don't fly blind into the dark abyss of failure. Do your homework and start your business right. Even if you're beyond the start-up stage, you need a plan.
The document is a presentation by Ellen Gottesdiener on adapting requirements practices. It discusses how requirements practices need to be adapted based on factors like team skills, domain knowledge, project type, and product complexity. It provides examples of practices that could be formal and documentation-heavy for some projects, while informal for others. The presentation emphasizes the importance of customer involvement, balancing completeness with purpose, and adapting practices based on the project context.
How to talk to your cfo about share point - spsnhMike Gilronan
The document provides guidance on how to get funding approval from a CFO for a SharePoint project. It discusses how CFOs think primarily in terms of financial metrics and risk management. It recommends framing SharePoint's benefits in these terms, such as increased productivity and reduced costs. Specific benefits highlighted include basic collaboration and file sharing, using SharePoint to create a finance portal, implementing enterprise content management, and automating business processes. The document provides examples and ROI calculations for demonstrating the financial value of SharePoint to a CFO.
12 Take-aways from 2012 - Developments in the Western Canadian M&A and Privat...This account is closed
This document provides a summary and analysis by Gowlings, a Canadian law firm, of trends in mergers and acquisitions (M&A) and private equity deals in Western Canada in 2012. It notes that oil and gas horizontal drilling and diversified industries supporting oil sands drove deal activity. It also discusses common deal structures, points of negotiation, and reasons deals failed. The firm led 18 closed deals worth over $600 million and shares insights to help clients. Appendices list sample deals and biographies of the authors.
SWOT For Sacramento Coaches AssociationMark Germanos
When you identify your Strengths, Weaknesses, Opportunities and Threats, you will make better decisions with your time, energy and attention. You will, in turn, make more money.
McGladrey presentation at May 2012 AICPA CFO conference - FASB/IASB convergen...Brian Marshall
FASB/IASB Convergence Projects Update
Speakers: Brian H. Marshall, McGladrey LLP
Faye E. Miller, McGladrey LLP
The FASB and IASB are currently working together on a significant number of projects. This session will cover the status of these joint projects, with a particular focus on:
• Revenue Recognition
• Leasing
• Financial Instruments
This document discusses sales techniques including knowing your company, responsibilities of salespeople, prospecting, appointments, follow up, and sales meetings. It emphasizes understanding your company's mission and value proposition, identifying competitors, maintaining a customer database, using social media for networking, following up with clients, and asking for the sale. The overall message is on the importance of relationship building and persistence in sales.
Storytelling is an incredibly valuable tool to share data and information. To get the most impact from stories there are a number of key ingredients. These are based on science and human nature. Using these elements in a story you can deliver information impactfully, ensure action and drive change.
Digital Marketing with a Focus on Sustainabilitysssourabhsharma
Digital Marketing best practices including influencer marketing, content creators, and omnichannel marketing for Sustainable Brands at the Sustainable Cosmetics Summit 2024 in New York
B2B payments are rapidly changing. Find out the 5 key questions you need to be asking yourself to be sure you are mastering B2B payments today. Learn more at www.BlueSnap.com.
Building Your Employer Brand with Social MediaLuanWise
Presented at The Global HR Summit, 6th June 2024
In this keynote, Luan Wise will provide invaluable insights to elevate your employer brand on social media platforms including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok. You'll learn how compelling content can authentically showcase your company culture, values, and employee experiences to support your talent acquisition and retention objectives. Additionally, you'll understand the power of employee advocacy to amplify reach and engagement – helping to position your organization as an employer of choice in today's competitive talent landscape.
How to Implement a Real Estate CRM SoftwareSalesTown
To implement a CRM for real estate, set clear goals, choose a CRM with key real estate features, and customize it to your needs. Migrate your data, train your team, and use automation to save time. Monitor performance, ensure data security, and use the CRM to enhance marketing. Regularly check its effectiveness to improve your business.
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....Lacey Max
“After being the most listed dog breed in the United States for 31
years in a row, the Labrador Retriever has dropped to second place
in the American Kennel Club's annual survey of the country's most
popular canines. The French Bulldog is the new top dog in the
United States as of 2022. The stylish puppy has ascended the
rankings in rapid time despite having health concerns and limited
color choices.”
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[To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
This PowerPoint compilation offers a comprehensive overview of 20 leading innovation management frameworks and methodologies, selected for their broad applicability across various industries and organizational contexts. These frameworks are valuable resources for a wide range of users, including business professionals, educators, and consultants.
Each framework is presented with visually engaging diagrams and templates, ensuring the content is both informative and appealing. While this compilation is thorough, please note that the slides are intended as supplementary resources and may not be sufficient for standalone instructional purposes.
This compilation is ideal for anyone looking to enhance their understanding of innovation management and drive meaningful change within their organization. Whether you aim to improve product development processes, enhance customer experiences, or drive digital transformation, these frameworks offer valuable insights and tools to help you achieve your goals.
INCLUDED FRAMEWORKS/MODELS:
1. Stanford’s Design Thinking
2. IDEO’s Human-Centered Design
3. Strategyzer’s Business Model Innovation
4. Lean Startup Methodology
5. Agile Innovation Framework
6. Doblin’s Ten Types of Innovation
7. McKinsey’s Three Horizons of Growth
8. Customer Journey Map
9. Christensen’s Disruptive Innovation Theory
10. Blue Ocean Strategy
11. Strategyn’s Jobs-To-Be-Done (JTBD) Framework with Job Map
12. Design Sprint Framework
13. The Double Diamond
14. Lean Six Sigma DMAIC
15. TRIZ Problem-Solving Framework
16. Edward de Bono’s Six Thinking Hats
17. Stage-Gate Model
18. Toyota’s Six Steps of Kaizen
19. Microsoft’s Digital Transformation Framework
20. Design for Six Sigma (DFSS)
To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations
Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.AnnySerafinaLove
This letter, written by Kellen Harkins, Course Director at Full Sail University, commends Anny Love's exemplary performance in the Video Sharing Platforms class. It highlights her dedication, willingness to challenge herself, and exceptional skills in production, editing, and marketing across various video platforms like YouTube, TikTok, and Instagram.
Discover timeless style with the 2022 Vintage Roman Numerals Men's Ring. Crafted from premium stainless steel, this 6mm wide ring embodies elegance and durability. Perfect as a gift, it seamlessly blends classic Roman numeral detailing with modern sophistication, making it an ideal accessory for any occasion.
https://rb.gy/usj1a2
The Genesis of BriansClub.cm Famous Dark WEb PlatformSabaaSudozai
BriansClub.cm, a famous platform on the dark web, has become one of the most infamous carding marketplaces, specializing in the sale of stolen credit card data.
How MJ Global Leads the Packaging Industry.pdfMJ Global
MJ Global's success in staying ahead of the curve in the packaging industry is a testament to its dedication to innovation, sustainability, and customer-centricity. By embracing technological advancements, leading in eco-friendly solutions, collaborating with industry leaders, and adapting to evolving consumer preferences, MJ Global continues to set new standards in the packaging sector.
IMPACT Silver is a pure silver zinc producer with over $260 million in revenue since 2008 and a large 100% owned 210km Mexico land package - 2024 catalysts includes new 14% grade zinc Plomosas mine and 20,000m of fully funded exploration drilling.