2019 IRS Valuation Summit

Program - Wednesday, October 16, 2019
panel1
8:00 – 8:30 am
Welcome & Opening Remarks
Bill Garber, Director of Government and External Relations, Appraisal Institute
Honorable Mark V. Holmes - Judge, United States Tax Court

8:30 – 10:00 am
Outlook on Tax Legislation and Regulation
Moderator: Eric B. Garfield, MAI, CCIM, CRE, Managing Director, Valuation & Advisory Group, Cushman & Wakefield  
Panelists:
Honorable Mark V. Holmes - Judge, United States Tax Court
Michael F. D'Addio - Principal, Marcum LLP - Slide Deck
Priya Prakash Royal, Esq., LL.M., M.B.A. - Tax Law Analyst – Bloomberg Industry Group, Bloomberg Tax - Estates, Gifts, and Trusts - Slide Deck

10:15 – 11:30 am
Conservation Easements - Issues and Answers & Non-Cash Charitable Donations of Real Estate
Moderator: Eric B. Garfield, MAI, CCIM - Managing Director, Valuation & Advisory Group, Cushman & Wakefield
Panelists:
Richard Roddewig, MAI, CRE, FRICS - Managing Director, JLL Valuation & Advisory Services - Slide Deck
Michael D. Kummer - Partner-Elect, Morgan Lewis - Slide Deck
Mary Greco - Senior Manager, Field Operations Engineering, InternaCerrutil Revenue Service
Frank Molinari, SRA, CVA - Senior Appraiser and Team Manager at IRS - Large Business & International, Internal Revenue Service

12:30 - 1:15 pm
Opportunity Zones
Moderator: Robert E. Dietrich, MAI, CRE, CCIM, MRICS - Senior Vice President, Kidder Mathews
Panelists:
Steve Friedman CRE, FRICS - Director, CohnReznick
Ryan McCormick - Senior Vice President & Counsel, Real Estate Roundtable - Slide Deck
Tom West, Principal, KPMG
Asheel Shah - Senior Managing Director, Head of Real Estate, EJF Capital LLC

Cerruti

1:30 – 3:00 pm
IRS Appraisers and Issues They See
Moderator: Eric B. Garfield, MAI, CCIM, CRE - Managing Director, Valuation & Advisory Group, Cushman & Wakefield
Panelists:
Karin Gross - Special Counsel, Office of Chief Counsel, Internal Revenue Service
Adam Kobler - Attorney, Office of Chief Counsel, Internal Revenue Service
Alexa Dubert - Attorney, Office of Chief Counsel, Internal Revenue ServiceIRS
Howard Kanter - Lead Appraiser, Engineering Territory 8, Internal Revenue Service

3:15 – 5:00 pm
The Value in Discounting Discounts – Partial Interest Valuations and Discounts
Moderator: Philip Jones, CPA, ASA, CFE - Managing Director, Cushman & Wakefield
Panelists
Phillip Schwab - Managing Director - Valuation Advisory Group, Stout
Espen Robak - President, Pluris Valuation Advisors LLC
M. Ronald Lipman, MAI - Principal, Lipman, Frizzell & Mitchell
Z. Christopher Mercer, FASA, CFA, ABAR - Founder and CEO of Mercer Capital - Slide Deck

5:00 – 5:15 pm
Closing Remarks
Bruce H. Davis, Jr., SRA - President, Appraisal Source, LLC 
John T. Farrell, MAI, AI-GRS - Managing Director, Cushman & Wakefield

Special Thanks to Our Program Planning Team

  • Robert E. Dietrich MAI CRE CCIM MRICS - Senior Vice President, Kidder Mathews
  • John Farrell, John T. Farrell, MAI, AI-GRS - Managing Director, Cushman & Wakefield
  • Bill Garber - Director of Government and External Relations, Appraisal Institute
  • Eric B. Garfield, MAI, CCIM, CRE - Managing Director, Valuation & Advisory Group, Cushman & Wakefield   

Brought to you by the Southern California
and Washington DC Metro Area Chapters of the Appraisal Institute

IRS

October 16, 2019

Grand Hyatt Washington
1000 H Street NW
Washington, DC 20001

Summit Sponsors