How to Work with the IRS on Estate And Gift Issues

Date: Wednesday, October 3, 2018
Time: 5:00pm - 7:00pm
Location: University Club of Milwaukee
Speaker: Michael Gregory, Michael Gregory Consulting

This presentation will provide a brief background on the IRS organization as it relates to Estate and Gift tax issues with specific insight into the various silos and different cultures associated with business appraisal issues. 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 if audited using neuroscience. The insights from neuroscience may be applicable to resolving any conflict and negotiating winning solutions.

Michael Gregory focuses on helping resolve conflict with the IRS, negotiating winning solutions and inspiring leaders. Mike has been working with neuroscientists for over five years and he has written 11 books focusing on IRS issues, business valuation, conflict resolution and servant leadership. Mike is an ASA, CVA, NSA, MBA, and Qualified Mediator with the Minnesota Supreme Court, who founded Michael Gregory Consulting LLC in September 2011. 

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 a BS from Valparaiso University, a MS from the University of Wisconsin – Madison, a MBA from DePaul University.


Wedge Salad

Iceberg, Red Onion, Cherry Tomatoes, Blue Cheese,

Bacon, Walnuts, Buttermilk Dill Dressing


Grilled Flat Iron

Roasted Marble Potatoes,

Grilled Carrots, Brandy Peppercorn Sauce

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