2019 IRS Valuation Summit

Program - Wednesday, October 16, 2019

7:30 – 8:00 am
Check-In & Continental Breakfast

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
TBD, House Committee on Ways and Means

panel1

10:00 – 10:15 am
Refreshment Break

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
Michael D. Kummer, Partner-Elect, Morgan Lewis

Dunkin

11:30 am – 12:30 pm
Lunch

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 (Invited)
Richard Blumenreich, principal-in-charge of the Washington National Tax Credit and Energy Advisory Services Group, KPMG

1:15 – 1:30 pm
Refreshment Break

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, Supervisory Attorney, 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 Service
Peter Wollman - Appraiser, internal Revenue Service (Invited)
Howard Kanter - Appraiser, internal Revenue Service (Invited)
Ken Baker - Appraiser, internal Revenue Service (Invited)
Frank Molinari - Appraiser, internal Revenue Service (Invited)
Cerruti

3:00 – 3:15 pm
Refreshment Break

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

IRS

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

5:15 - 6:00 pm
Reception

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   

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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

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