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From MichaelGregory: An Invitation to You

Dear Colleague,
As a member of the National Speakers Association
it has been my pleasure to be a speaker at more than
25 estate planning council organization events and
nearly 200 hundred other events including twice to the
Harvard Club last year.
I would like you to invite me to make a presentation to your estate planning council.
The feedback has been very positive by the entire diverse membership of your members as indicated in the attached
commentary. Topics of interest have included:

How to Work with the IRS

How to Avoid and What to Do if Audited by the IRS

Learn from A Dozen Examples with the IRS

These are specifically oriented towards estate tax attorneys, CPAs, financial consultants and appraisers.

I encourage you to print out various pages and/or circulate the entire brochure to your colleagues.
Please contact me via email at mg@mikegreg.com or by telephone at (651) 633-5311. I look forward to hearing from you.

MichaelGregory Institute: Your Expert Presenter


Michael A. Gregory is a member of the National Speakers Association, author of 10 books, and
creator of 14 videos. Mike is the Chief Manager of Mike Consulting, LLC focusing on issue resolution,
valuation reviews, and value added services. Mike helps high-wealth clients, boards of directors,
attorneys, accountants, and appraisers with issues at the IRS, issues between businesses, and issues
within businesses. Value added services has expanded from strategic planning to developing leaders
and working with managers to align employees to enhance customer satisfaction, improve business
results and further employee satisfaction.
Since opening up his own firm in September 2011 Mike has worked with clients to help them identify,
address and resolve issues. As an author and public speaker, Mike presents on business valuation, IRS
issues, conflict resolution, negotiation, leadership, and other issues. Mike has presented nearly 200
webinars and live presentations to state CPA chapters, Estate Planning Councils, state bar associations,
firms, federal and state agencies, and academia, and academia.
Mike is an Accredited Senior Appraiser with the ASA, is a Certified Valuation Analyst with NACVA,
and a Qualified Mediator with the Minnesota Supreme Court. He has testified as an expert witness
before the U.S. Tax Court and has been deposed in other federal court jurisdictions.
Mike worked for the U.S. Department of Treasury, Internal Revenue Service, for 28 years from 1983
through 2011. At the IRS Mike served as a Territory Manager in the Large Business and International
Division focusing on valuation issues nationally. Earlier he served at the executive level, Controller,
Research Team Leader, Litigation Support Manager, other manager positions and a Valuation
Specialist. As an IRS territory manager with responsibilities for up to 23 states Mike had an emphasis in the business valuation and tax-related
engineering issues arena nationally. Mike has managed at every level and had up to 1,200 employees. Mike championed the IRS internal teams
on reasonable compensation, valuing S-corporations, 409A, appraiser penalties, the Discount for Lack of Marketability and other issues. At the
IRS Mike mediated disputes between corporations and the IRS with tax differences ranging from less than $1 million to just under $1 billion.
Mike also taught and helped write management training over his last 11 years at the IRS and continues to train managers and employees today.
This training focuses on the behavioral skills needed to be a servant to others.
Mike has an MBA in Finance from DePaul University; a Master of CEE from the University of Wisconsin, Madison; and a BS from Valparaiso
University. He is the author of ten books, including Peaceful Resolutions (2016); How the IRS Values Non-Controlling Interests in S-Corps (2015);
How the IRS Determines Reasonable Compensation (2015); The Wheels Are Falling Off the Wagon at the IRS (2014); How to Work with the IRS:
Strategies for Attorneys, Accountants and Appraisers, Second Edition (2014); Business Appraisals and the IRS (2013); Valuing Interests in S-Corps
(2013); Discount for Lack of Marketability and the IRS (2013); and The Servant Manager: 203 tips from the best places to work in America (2013).
Mike is also the author of 18 articles including articles in The Journal of Accountancy, The Tax Adviser, National Litigation Consultants Review,
Valuation Strategies, Business Valuation Review, Business Valuation Update, The Value Examiner, and others.

MichaelGregory Institute: Feedback on Presentations


I am very happy to tell you that we got the best overall responses to your presentation last week of any program we have
had in a long time! Interestingly, we often have good responses from attorneys if an attorney speaks or good responses
from CLUs if someone speaks on risk management issues that involve insurance related products, but your presentation
was appealing to a broad swath of our membership and the information was useful in a very practical sense. - Conrad L.
Slate, Sr. CLU, ChFC, MSFS, President of the Knoxville Estate Planning Council, Knoxville, Tennessee
I attended, as a remote participant, your KSCPA presentation. Your presentation was highly informative, energetic and concise. I will
definitely buy your new book when it becomes available, and also the second edition of your How to Work with the IRS book. - New York
State CPA, ABV, CFF, CFE
It is a rare combination when delivery matches vast technical expertise. You have that rare duo; kudos to you! Thank you
for sharing a small sampling from your immense reserve of experience and knowledge! I listened, learned, and laughed
over what seemed to be a very short time. I hold the IRS in higher regard for having had someone of your caliber in their
employ and hope they and Congress learn from your upcoming book. - Cathy Mitchell, Senior Manager, Valuation
Specialist, Allen, Gibbs & Houlik, Wichita, Kansas
I just wanted to say thank you for the presentation you gave at the Praxity conference on Monday. I thoroughly enjoyed
the presentation and learned valuable information on how the IRS looks at valuations, in particular discounts. By any
measure, you are a very effective speaker and educator. Thank you for a memorable presentation and hope I will have the
opportunity to hear you speak again in the future. - Courtney N. Mussatt, CPA, ABV, Forensics & Valuation Services
BKD, LLP, Indianapolis, Indiana
The planning committee for the 2014 Praxity FLVS Conference (Orlando, FL) would like to extend our heartfelt thanks
for your participation as a speaker. We are aware that this took extra care and time to adapt your presentation to our group
and we thank you for sharing your expertise and knowledge with our participants. This would not have been as strong
a conference without your contribution! Most pertinent to my valuation practice. Very relevant topic. Great IRS
knowledge - Marina Blosser, Moss Adams LLP, Portland, Oregon
The Tax Institute course you conducted for Minnesota CLE was a big success in terms of attendance and feedback
from attendees. Your evaluation scores and comments are below. Your score of 6.0 is outstanding lawyers are tough
graders. One person attending your session on DLOM wrote: He is a 7! Extremely good presentation great background
info, and branching into other aspects of dealing with the IRS was very useful. - Mary Jo Cole, Program Attorney,
Minnesota Continuing Legal Education, St. Paul, Minnesota

MichaelGregory Institute: Tax and Leadership Books

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