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
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
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.
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.
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.
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.
Some of the leading Fin Tech Companies in Canada. This is not an exhaustive list however, it is meant to be a guide to the growth of the Financial Tech sector within the Canadian Space.
update Dec 2015
@zeus_krips
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
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.
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.
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.
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.
Some of the leading Fin Tech Companies in Canada. This is not an exhaustive list however, it is meant to be a guide to the growth of the Financial Tech sector within the Canadian Space.
update Dec 2015
@zeus_krips
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.
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.
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.
AppFolio vision, best practices and, industry trends.
Coverd in the Session
- Maximize your use of time and money-saving features.
- Learn why property managers are converting to AppFolio.
- Learn about upcoming product features.
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.
Leadership in Transforming Organizational CompetitivenessBill Haser
Presentation to #CIOSolutionsGallery on how to leverage IT to improve organizational competitiveness.
There are two sides of the fence. The evolving nature of IT can compel organizational change. Yet, IT can also help to soften that blow by productively enabling it. Trying to find that balance can be both complex and taxing for any IT leader; however, those transformational efforts are indeed winnable. You just need to know what you are doing. Listen as one highly acclaimed IT leader shares his advice and own “lessons learned” in future-focusing a huge global enterprise through helping to transform its organizational competitiveness.
Optimizing Your E-commerce Site: What Not to Do and WhyOptimizely
There is no shortage of testing best practices out there, but what about worst practices? In testing, knowing what not to do can save you time, resources and money.
E&S Joint Working Group Meeting - AAMGA Technology Conference 2014Angelyn Treutel
THE WAR ON KEYSTROKES - The Independent Agents & Brokers of America’s Agents Council for Technology (ACT), the American Association of Managing General Agents (AAMGA) and the National Association of Professional, Surplus Lines Offices (NAPSLO) and ACORD formed a joint initiative to improve the efficiencies for Retail Agents (RAs) interacting with managing General Agents (GAs) and wholesale brokers in the Excess & Surplus (E&S) market and to promote the electronic exchange of data between the partners. The group meets face to face 2-3 times each year to further the Workgroup progress. These are the notes from the presentation at the AAMGA Technology Conference in Orlando March 2014. More information is available at www.esjwg.org
Life After Grad School -- Working in Data Science and Predictive ModelingGlenn Strycker, PhD
The document describes Glenn Strycker's career path after obtaining a PhD in physics. It details his experiences in graduate school studying experimental particle physics. He then transitioned to various roles in industry, first at an insurance company and then at an internet advertising company called ValueClick. At ValueClick, he engages in data science and predictive modeling projects using large consumer datasets. The document provides advice to other graduate students on preparing for and finding jobs in industry after obtaining an advanced degree in science.
InKnowVision June 2012 HNW Technical Webinar 1 - Valuation PlanningInKnowVision
The document provides an overview and summary of a webinar on valuation and its impact on succession planning. It discusses why valuations are necessary for tax and succession strategies, how the valuation expert fits into the succession team, and how valuations are used for tax and business planning. It also covers valuation methodologies, discounts, IRS case law, and differences between fair market value and investment value.
For SMBs and brands to get exposure for their businesses online they MUST have a Local SEO and Content Strategy in place. In this presentation at the Local, Search and Social Summit powered by Rocks Digital, Natalie Gould and Rachel Morgan shared the best practices and strategies they use daily to help the clients they serve get more site traffic, content reads and social interaction.
Chief Data Officer: Top Ten Learnings...Craig Milroy
The document outlines the top 10 learnings from a Chief Data Officer's experience over 24 months. They include issues like lack of defined direction and executive alignment, focusing too narrowly on regulatory demands instead of innovation, difficulties communicating the CDO opportunity, challenges placing the CDO office in the organization, and underestimating how long it would take to establish the office. It provides advice on establishing a process to involve key leaders, defining the CDO mandate and skills needed, aligning with stakeholders, and developing an operating model. The overall message is that establishing a successful CDO role takes longer than expected and requires addressing many organizational factors.
Driving Client Loyalty and Growth with Performance Management: An Allscripts ...eG Innovations
Doctors and nurses cannot afford any impediments to delivering the best possible patient care in today’s a fast-moving, 24/7 healthcare environment,. To ensure that the hospitals, physicians, nurses and other care providers it serves receive the best client experience possible, Allscripts offers a proactive application monitoring service that checks for potential problems that could slow down or disrupt the use of its mission-critical healthcare IT systems.
The current proactive support offering, initially launched in 2006, monitors clients’ IT infrastructure and use of Allscripts solutions. Since its introduction, Allscripts has been able to improve client experiences in a way that has had a significant impact on business growth and client retention.
View these slides from our webinar where John Worthington, Director of Product Marketing at eG Innovations and Mike Montano, CDO of Strategy and Business Management at Allscripts explored how Allscripts has leveraged eG Enterprise to:
· Respond to events and resolve issues before clients engage support more than 70% of the time
· Realize a 15-20% cost avoidance
· Easily tailor the monitor to provide customized monitoring capabilities
NICSA Webinar | DOL TA Operations - Part 3 of 3NICSA
The Department of Labor’s Fiduciary Rule issued in April has become a primary area of focus for the financial services industry. While dates were extended past those in previous proposals, there is a sense of urgency. With much to do, funds and Intermediaries are preparing for the pervasive impact of the rule on Investor relationships and Investment Operations.
This is the third in a series of Webinars about the Fiduciary Rule and its impact on the fund industry. This session will focus primarily on the implications of the rule on fund transfer agency operations, investor servicing and compliance requirements. Although the DOL rule has a broader impact on intermediaries, there are wide-ranging operational and servicing considerations for transfer agency, including;
The prospect of more direct at fund accounts
Servicing strategies for investors with retirement and non-retirement positions
Insuring call center discussions with retirement investors do not constitute investment advice
Please join the conversation as experts explain the ripple effect of the DOL Fiduciary Rule on fund transfer agencies and help you prepare for this significant change in retirement account servicing.
Growing your business in 2020: ensuring you and your business are protected a...Martin Jack
Speaker - Fraser Morrison
As your business grows, it’s essential to ensure that your legal documents are fit for purpose and match the current stage of your business. This ranges from documents governing the relationship among shareholders, your terms and conditions of business and online presence and operation. We’ll discuss key elements of the above and how to ensure you and your business are protected as your business grows in 2020 and beyond.
The document discusses the disturbing reality of today's project management offices (PMOs). It notes that 50% of PMOs close within 3 years, and over 50% of PMO implementations fail. Additionally, only a third of projects meet their goals. The document advocates for PPM software to help PMOs bridge the gap with the business and improve their strategy, governance, and project execution. It highlights characteristics of best-in-class PMOs and argues that a comprehensive cloud-based solution can offer both top-down strategy and bottom-up project execution.
This document provides an overview of prioritization frameworks and techniques for product managers. It begins by defining prioritization as ranking projects, goals, or features by priority. It then discusses several common prioritization frameworks, including revenue vs effort, weighted scoring, voting/buy-a-feature, and the Kano model. The document emphasizes that prioritization requires having a clear strategy to create differentiated customer value. It recommends using techniques like jobs-to-be-done analysis, customer segmentation, and thematic grouping to inform priorities. The document concludes by offering tips for practical prioritization, such as setting effort ratios, maintaining thematic priority lists, and focusing efforts narrowly rather than betting widely.
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.”
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.
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.
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.
AppFolio vision, best practices and, industry trends.
Coverd in the Session
- Maximize your use of time and money-saving features.
- Learn why property managers are converting to AppFolio.
- Learn about upcoming product features.
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.
Leadership in Transforming Organizational CompetitivenessBill Haser
Presentation to #CIOSolutionsGallery on how to leverage IT to improve organizational competitiveness.
There are two sides of the fence. The evolving nature of IT can compel organizational change. Yet, IT can also help to soften that blow by productively enabling it. Trying to find that balance can be both complex and taxing for any IT leader; however, those transformational efforts are indeed winnable. You just need to know what you are doing. Listen as one highly acclaimed IT leader shares his advice and own “lessons learned” in future-focusing a huge global enterprise through helping to transform its organizational competitiveness.
Optimizing Your E-commerce Site: What Not to Do and WhyOptimizely
There is no shortage of testing best practices out there, but what about worst practices? In testing, knowing what not to do can save you time, resources and money.
E&S Joint Working Group Meeting - AAMGA Technology Conference 2014Angelyn Treutel
THE WAR ON KEYSTROKES - The Independent Agents & Brokers of America’s Agents Council for Technology (ACT), the American Association of Managing General Agents (AAMGA) and the National Association of Professional, Surplus Lines Offices (NAPSLO) and ACORD formed a joint initiative to improve the efficiencies for Retail Agents (RAs) interacting with managing General Agents (GAs) and wholesale brokers in the Excess & Surplus (E&S) market and to promote the electronic exchange of data between the partners. The group meets face to face 2-3 times each year to further the Workgroup progress. These are the notes from the presentation at the AAMGA Technology Conference in Orlando March 2014. More information is available at www.esjwg.org
Life After Grad School -- Working in Data Science and Predictive ModelingGlenn Strycker, PhD
The document describes Glenn Strycker's career path after obtaining a PhD in physics. It details his experiences in graduate school studying experimental particle physics. He then transitioned to various roles in industry, first at an insurance company and then at an internet advertising company called ValueClick. At ValueClick, he engages in data science and predictive modeling projects using large consumer datasets. The document provides advice to other graduate students on preparing for and finding jobs in industry after obtaining an advanced degree in science.
InKnowVision June 2012 HNW Technical Webinar 1 - Valuation PlanningInKnowVision
The document provides an overview and summary of a webinar on valuation and its impact on succession planning. It discusses why valuations are necessary for tax and succession strategies, how the valuation expert fits into the succession team, and how valuations are used for tax and business planning. It also covers valuation methodologies, discounts, IRS case law, and differences between fair market value and investment value.
For SMBs and brands to get exposure for their businesses online they MUST have a Local SEO and Content Strategy in place. In this presentation at the Local, Search and Social Summit powered by Rocks Digital, Natalie Gould and Rachel Morgan shared the best practices and strategies they use daily to help the clients they serve get more site traffic, content reads and social interaction.
Chief Data Officer: Top Ten Learnings...Craig Milroy
The document outlines the top 10 learnings from a Chief Data Officer's experience over 24 months. They include issues like lack of defined direction and executive alignment, focusing too narrowly on regulatory demands instead of innovation, difficulties communicating the CDO opportunity, challenges placing the CDO office in the organization, and underestimating how long it would take to establish the office. It provides advice on establishing a process to involve key leaders, defining the CDO mandate and skills needed, aligning with stakeholders, and developing an operating model. The overall message is that establishing a successful CDO role takes longer than expected and requires addressing many organizational factors.
Driving Client Loyalty and Growth with Performance Management: An Allscripts ...eG Innovations
Doctors and nurses cannot afford any impediments to delivering the best possible patient care in today’s a fast-moving, 24/7 healthcare environment,. To ensure that the hospitals, physicians, nurses and other care providers it serves receive the best client experience possible, Allscripts offers a proactive application monitoring service that checks for potential problems that could slow down or disrupt the use of its mission-critical healthcare IT systems.
The current proactive support offering, initially launched in 2006, monitors clients’ IT infrastructure and use of Allscripts solutions. Since its introduction, Allscripts has been able to improve client experiences in a way that has had a significant impact on business growth and client retention.
View these slides from our webinar where John Worthington, Director of Product Marketing at eG Innovations and Mike Montano, CDO of Strategy and Business Management at Allscripts explored how Allscripts has leveraged eG Enterprise to:
· Respond to events and resolve issues before clients engage support more than 70% of the time
· Realize a 15-20% cost avoidance
· Easily tailor the monitor to provide customized monitoring capabilities
NICSA Webinar | DOL TA Operations - Part 3 of 3NICSA
The Department of Labor’s Fiduciary Rule issued in April has become a primary area of focus for the financial services industry. While dates were extended past those in previous proposals, there is a sense of urgency. With much to do, funds and Intermediaries are preparing for the pervasive impact of the rule on Investor relationships and Investment Operations.
This is the third in a series of Webinars about the Fiduciary Rule and its impact on the fund industry. This session will focus primarily on the implications of the rule on fund transfer agency operations, investor servicing and compliance requirements. Although the DOL rule has a broader impact on intermediaries, there are wide-ranging operational and servicing considerations for transfer agency, including;
The prospect of more direct at fund accounts
Servicing strategies for investors with retirement and non-retirement positions
Insuring call center discussions with retirement investors do not constitute investment advice
Please join the conversation as experts explain the ripple effect of the DOL Fiduciary Rule on fund transfer agencies and help you prepare for this significant change in retirement account servicing.
Growing your business in 2020: ensuring you and your business are protected a...Martin Jack
Speaker - Fraser Morrison
As your business grows, it’s essential to ensure that your legal documents are fit for purpose and match the current stage of your business. This ranges from documents governing the relationship among shareholders, your terms and conditions of business and online presence and operation. We’ll discuss key elements of the above and how to ensure you and your business are protected as your business grows in 2020 and beyond.
The document discusses the disturbing reality of today's project management offices (PMOs). It notes that 50% of PMOs close within 3 years, and over 50% of PMO implementations fail. Additionally, only a third of projects meet their goals. The document advocates for PPM software to help PMOs bridge the gap with the business and improve their strategy, governance, and project execution. It highlights characteristics of best-in-class PMOs and argues that a comprehensive cloud-based solution can offer both top-down strategy and bottom-up project execution.
This document provides an overview of prioritization frameworks and techniques for product managers. It begins by defining prioritization as ranking projects, goals, or features by priority. It then discusses several common prioritization frameworks, including revenue vs effort, weighted scoring, voting/buy-a-feature, and the Kano model. The document emphasizes that prioritization requires having a clear strategy to create differentiated customer value. It recommends using techniques like jobs-to-be-done analysis, customer segmentation, and thematic grouping to inform priorities. The document concludes by offering tips for practical prioritization, such as setting effort ratios, maintaining thematic priority lists, and focusing efforts narrowly rather than betting widely.
Similar to Nacva december 2, 2011 presenation (20)
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.”
Zodiac Signs and Food Preferences_ What Your Sign Says About Your Tastemy Pandit
Know what your zodiac sign says about your taste in food! Explore how the 12 zodiac signs influence your culinary preferences with insights from MyPandit. Dive into astrology and flavors!
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...my Pandit
Dive into the steadfast world of the Taurus Zodiac Sign. Discover the grounded, stable, and logical nature of Taurus individuals, and explore their key personality traits, important dates, and horoscope insights. Learn how the determination and patience of the Taurus sign make them the rock-steady achievers and anchors of the zodiac.
[To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
This presentation is a curated compilation of PowerPoint diagrams and templates designed to illustrate 20 different digital transformation frameworks and models. These frameworks are based on recent industry trends and best practices, ensuring that the content remains relevant and up-to-date.
Key highlights include Microsoft's Digital Transformation Framework, which focuses on driving innovation and efficiency, and McKinsey's Ten Guiding Principles, which provide strategic insights for successful digital transformation. Additionally, Forrester's framework emphasizes enhancing customer experiences and modernizing IT infrastructure, while IDC's MaturityScape helps assess and develop organizational digital maturity. MIT's framework explores cutting-edge strategies for achieving digital success.
These materials are perfect for enhancing your business or classroom presentations, offering visual aids to supplement your insights. Please note that while comprehensive, these slides are intended as supplementary resources and may not be complete for standalone instructional purposes.
Frameworks/Models included:
Microsoft’s Digital Transformation Framework
McKinsey’s Ten Guiding Principles of Digital Transformation
Forrester’s Digital Transformation Framework
IDC’s Digital Transformation MaturityScape
MIT’s Digital Transformation Framework
Gartner’s Digital Transformation Framework
Accenture’s Digital Strategy & Enterprise Frameworks
Deloitte’s Digital Industrial Transformation Framework
Capgemini’s Digital Transformation Framework
PwC’s Digital Transformation Framework
Cisco’s Digital Transformation Framework
Cognizant’s Digital Transformation Framework
DXC Technology’s Digital Transformation Framework
The BCG Strategy Palette
McKinsey’s Digital Transformation Framework
Digital Transformation Compass
Four Levels of Digital Maturity
Design Thinking Framework
Business Model Canvas
Customer Journey Map
Starting a business is like embarking on an unpredictable adventure. It’s a journey filled with highs and lows, victories and defeats. But what if I told you that those setbacks and failures could be the very stepping stones that lead you to fortune? Let’s explore how resilience, adaptability, and strategic thinking can transform adversity into opportunity.
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.
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.
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdfthesiliconleaders
In the recent edition, The 10 Most Influential Leaders Guiding Corporate Evolution, 2024, The Silicon Leaders magazine gladly features Dejan Štancer, President of the Global Chamber of Business Leaders (GCBL), along with other leaders.
Best Competitive Marble Pricing in Dubai - ☎ 9928909666Stone Art Hub
Stone Art Hub offers the best competitive Marble Pricing in Dubai, ensuring affordability without compromising quality. With a wide range of exquisite marble options to choose from, you can enhance your spaces with elegance and sophistication. For inquiries or orders, contact us at ☎ 9928909666. Experience luxury at unbeatable prices.
How to Implement a Strategy: Transform Your Strategy with BSC Designer's Comp...Aleksey Savkin
The Strategy Implementation System offers a structured approach to translating stakeholder needs into actionable strategies using high-level and low-level scorecards. It involves stakeholder analysis, strategy decomposition, adoption of strategic frameworks like Balanced Scorecard or OKR, and alignment of goals, initiatives, and KPIs.
Key Components:
- Stakeholder Analysis
- Strategy Decomposition
- Adoption of Business Frameworks
- Goal Setting
- Initiatives and Action Plans
- KPIs and Performance Metrics
- Learning and Adaptation
- Alignment and Cascading of Scorecards
Benefits:
- Systematic strategy formulation and execution.
- Framework flexibility and automation.
- Enhanced alignment and strategic focus across the organization.
Event Report - SAP Sapphire 2024 Orlando - lots of innovation and old challengesHolger Mueller
Holger Mueller of Constellation Research shares his key takeaways from SAP's Sapphire confernece, held in Orlando, June 3rd till 5th 2024, in the Orange Convention Center.
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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.
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
2. Presenter
• Michael Gregory, Chief Manager, Michael
Gregory Consulting LLC since September
12, 2011
• Formerly IRS 28 Years as Engineer and
Valuer, Manager, Operations Team
Lead, Controller, Acting Assistant District
Director, Territory Manager
• ASA, CVA, MBA, PE, Qualified Neutral
Michael Gregory Consulting LLC
12/2/2011 2
www.mikegreg.com
4. Disclaimer
• The opinions presented here are those of Michael
Gregory. Michael Gregory does not represent the
IRS. Any opinions presented in this seminar are
those of the author and do not represent an
official position of their current or previous
employers. This material is offered for
educational purposes only. The author and his
employer expressly disclaim any liability,
including incidental or consequential damages,
arising from the use of this material or any errors
or omissions that may be contained in it.
Michael Gregory Consulting LLC
12/2/2011 4
www.mikegreg.com
5. IRS
Michael Gregory Consulting LLC
12/2/2011 5
www.mikegreg.com
6. IRS
• Eleven Divisions
• Compliance – Four Divisions
• Appeals
• Counsel – IRS and DOJ Tax Litigation Division
• Your Primary Interest as Valuers
– LB&I
– SBSE
– TEGE
Michael Gregory Consulting LLC
12/2/2011 6
www.mikegreg.com
7. IRS.gov
• Businesses
• Starting a Business
• Operating a Business
• Closing a Business
• Employer ID Numbers
• Small Business Events
• Industry Professions
• Audit Technique Guides – Aerospace to Wine
Michael Gregory Consulting LLC
12/2/2011 7
www.mikegreg.com
8. Large Business and International
• Six Industries and One Support Function
• CTM, FS, HMT, NRC, RFPH, GHW,
• Field Specialists
– Engineering and Valuation
– Employment Tax
– Computer Audit Specialists
– Financial Products
• Counsel
Michael Gregory Consulting LLC
12/2/2011 8
www.mikegreg.com
9. Engineering and Valuation
• Internal Consultants to All Divisions
• Four Territory Managers
• 32 Managers
• 320 Technical Employees
• Robin Ruegg Territory Manager
• Christine Harwood Local Manager
• Valuers Locally – Real Property and BV
Michael Gregory Consulting LLC
12/2/2011 9
www.mikegreg.com
10. Small Business and Self Employed
• Examination
– General
– Estate and Gift
• Classification Process
• Owner
• Collection
• Counsel
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11. Tax Exempt and Governmental Entities
• ESOP’s
• Related for Profit Entities
• Gifts in Kind
• Services Provided
• Reasonable Compensation
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12. Appeals
• Case Closes Out of Examination Unagreed and
Goes to the Internal IRS Appeals Divsions
• Goal to Settle Cases
• 85% Target
• Independent
• Ex Parte Rules
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13. Counsel
• IRS Office of Chief Counsel
– Appointed by the President
• Operations
• Technical
– All Non Litigation Work (legislative, regulation, interpretation)
– Corporate
– International
– Technical Advice
• IRS Division Counsel
• IRS Special Trial Counsel
• DOJ Tax Litigation Division
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14. Let’s Have Some Fun
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15. What Do You Think?
• Who Owns the Case?
• Who Manages the Case?
• What is the Role of the Valuer?
• Let’s Discuss Some War Stories
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16. Discuss Some Examples
• SBSE Examination Case with E&G on Exam
• SBSE Examination Case with Counsel
• SBSE Case with DOJ
• SBSE Case at Appeals
• TEGE Case with Related Entities
– Credit Counseling, Reasonable Compensation
– Hospitals, Physician Practices
– Colleges and Universities
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17. Discuss Some Examples Continued
• LB&I 409A
• LB&I Stock Options and Stock Valuations
• LB&I Purchase Price Allocations
• 6695A Appraiser Penalties
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18. Important Take Away Information
• Know Who Your Working with at the IRS
• Understand the Role of Participants
• Seek to Understand Interests
• Do Not Be Afraid to Ask Questions
• Consider Options
– Ask for a Valuer
– Ask to Elevate in Management as a Neutral Party
Given Ownership of the Issue by the RA or ETA
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19. What Are Your Thoughts and
Questions
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