2014 IRS Valuation Summit

Program - Tuesday, October 21, 2014 (Click here for handouts)

Bunting

W. Clark Bunting

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

8:00 – 8:30 am
Welcome & Opening Remarks
Robert E. Dietrich MAI CRE CCIM MRICS - Senior Valuation Services Director, Colliers International 
Ken P. Wilson, MAI, SRA - President, The Appraisal institute
W. Clark Bunting - President and Chief Executive Officer, National Parks Conservation Association

8:30 – 10:00 am
Outlook on Tax Legislation and Regulation
Moderator: Eric B. Garfield, MAI, CCIM - Managing Director - Valuation Services, Andersen Tax 
Panelists:
Honorable Mark V. Holmes - Judge, United States Tax Court
Edward J. McCaffery, Of Counsel, Seyfarth Shaw LLP
Ross Nager, CPA - Managing Director, Andersen Tax 
Harold Hancock, Tax Counsel, 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: Terry R. Dunkin MAI CRE CCIM - Principal, Dunkin Real Estate Advisors, LLC
Panelists:
Honorable James S. Halpern - Judge, United States Tax Court
John P. Barrie - Partner, Bryan Cave LLP
David Bradt, CPA - Managing Director, Andersen Tax
Russ Shay - Director of Public Policy, Land Trust Alliance

Dunkin

11:30 am – 12:30 pm
Lunch

12:30 – 2:30 pm
The Value in Discounting Discounts – Partial Interest Valuations and Discounts
Moderator: David Rosenthal - President & CEO, Curtis Rosenthal
Panelists
Honorable James S. Halpern - Judge, United States Tax Court
Lance Hall - President, FMV Opinions
Craig Janes CPA - Partner, Gift and Estate Tax, Deloitte & Touche
Espen Robak - President, Pluris Valuation Advisors LLC
Michael Zarefsky Esq. - Attorney at Law

Rosenthal

2:30 – 2:45 pm
Refreshment Break

2:45 – 3:45 pm
IRS Appraisers and Issues They See
Moderator: Ron Cerruti, MBA, RPF#1983,B.S. - Engineering and Valuation Territory Manager, Internal Revenue Service
Panelists:
Michael Zarefsky Esq. - Attorney at Law
James Schmidt - Manager, Engineering & Valuation Group 1845, Internal Revenue Service
Howard Kanter - Lead Appraiser, Engineering Territory 9, Internal Revenue Service
Ken Baker - Appraiser, internal Revenue Service

Cerruti

3:45 – 5:00 pm
How the IRS Counsel's Office Addresses Appraisal Issues
Moderator: Michael Zarefsky Esq. - Attorney at Law
Panelists:
Deena Devereaux - Attorney, Office of Chief Counsel, Internal Revenue Service
Karin Gross - Supervisory Attorney, Office of Chief Counsel, Internal Revenue Service
Stuart Murray, Special Counsel to the Director, Office of Professional Responsibility, Internal Revenue Service

IRS

5:00 – 5:15 pm
Closing Remarks
Thomas Shields MAI - Managing Partner, Joseph J. Blake and Associates, Inc. 
Eric B. Garfield, MAI, CCIM - Managing Director - Valuation Services, Andersen Tax 

5:15 - 6:00 pm
Reception

Special Thanks to Our Program Planning Team

  • Donald S. Boucher, SRA, President, Boucher and Boucher, Inc. 
  • Robert E. Dietrich MAI CRE CCIM MRICS - Senior Valuation Services Director, Colliers International
  • Eric B. Garfield, MAI, CCIM - Managing Director - Valuation Services, Andersen Tax 
  • Peter Houstle, Executive Director, Washington DC Metro Area Chapter of the Appraisal Institute
  • David Rosenthal - President & CEO, Curtis Rosenthal
  • Ashton Rowles, Managing Director | Washington D.C. Office, Valuation & Advisory Services, Colliers International
  • Thomas Shields MAI - Managing Partner, Joseph J. Blake and Associates, Inc. 
  • Linda Zimmer, Executive Director, Southern California Chapter of the Appraisal Institute

Program handouts:

Click here for state approvals.

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

IRS

October 21, 2014

Grand Hyatt Washington
1000 H Street NW
Washington, DC 20001

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