2025 IAC PP - Preparing Reports for the IRS: Two Views

Session Description

Join valuation expert Sandie Tropper as she highlights common pitfalls found in appraisal reports submitted to the IRS, drawn from her extensive experience reviewing real-world cases. She’ll share practical insights into what works—and what doesn’t—when preparing reports for tax-related purposes. Adding a unique perspective from inside the agency, retired IRS employee Robin Bonner will share memorable examples of both exemplary and problematic submissions encountered during her tenure. Together, they’ll offer valuable takeaways to help you strengthen your compliance and reporting practices.

Speakers

Sandra Tropper, FASA
Robin Bonner

Continuing Education

Review of this session recording will award 2.4 CE hour.