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DTSTART:20230524T143000Z
DTEND:20230524T193000Z
LOCATION:Atlantis 
UID:2393220230524T143000ZA Three-Part Event: How to Avoid and What to do if Audited by the IRS, Great Wealth Transfer and Ethical Leadership
DTSTAMP:20260419T065227Z
DESCRIPTION:\nJoin us at the Atlantis for our Annual May Event - Breakfast will be served between 7:30 and 8:00, Presentation will start at 8:30, a break will take place between 10:15 and 10:30 and the presentation will wrap up around 12:30.  \n \nMike Gregory will speak on the following topics.\n \nSession 1: How to Avoid and Manage IRS Audits\n A brief background on the IRS organization as it relates to the IRS Estate and Gift Tax\n Program and issues are presented to provide insight into the various silos and different\n cultures associated with business appraisal issues at the IRS. The processes of both\n the national and local classification process in Estate and Gift tax is presented and\n issues related to an examination are explored to provide insight of what to do to avoid\n an audit and what to do with any conflict using neuroscience and The Collaboration\n Effect.\n \nCollaboration and the Great Wealth Transfer\n Mike will define collaboration and the great wealth transfer engaging the audience in\n high energy interactive session on this topic. Mike will be using elements from four of\n his books in today’s presentation, Peaceful Resolutions, The Servant Manager,\n Business Valuations and the IRS, and The Collaboration Effect coupled with current\n research on this topic. Brain science will be applied to enlighten participants on the\n steps necessary to explore and enhance opportunities to provide for better client\n outcomes. Mike will expand on how attorneys, CPAs, CLUs, financial experts, trust\n officers, and business valuers can enhance client outcomes through collaboration. The\n processes of de- escalation, communication, conversation, listening, discussion,\n negotiation, and compromise leading to collaboration are presented to give participants\n the tools they need so that they can apply them immediately in their practice.\n \nThis is How to Lead by Example\n This session will focus on what is ethical leadership and explore guiding principles that\n allow leaders to lead with a moral compass. With ethical leadership it is possible to\n bring the best out in others when you focus on positive intent and impact. Leading with\n the greater good in mind promotes a vision for the future for ethical change. Participants\n will be challenged to think beyond the rules of professional conduct. The focus will dive\n deeper reflecting on personal, professional, and organizational applications based on\n guiding principles.\n \nContinuing Education Credits (3 – 4 with Ethics) (CLE, CPA, CFA, CLU, CTFA)\n
SUMMARY:A Three-Part Event: How to Avoid and What to do if Audited by the IRS, Great Wealth Transfer and Ethical Leadership - Estate Planning Council of Northern Nevada 
PRIORITY:3
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TRIGGER:PT18H
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DESCRIPTION:Reminder
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