IRS/Practitioners Forum

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Oct 31, 2018

Registration: 7:15 AM / Program: 8:00 AM - 4:35 PM Pacific Time

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

Click the image above to view the conference brochure.

This unique program will provide you with an update and review of current issues from both perspectives of the IRS and Practitioners, as well as an opportunity to interact with IRS representatives. It will provide cutting-edge tools to assist clients with IRS issues.

Do you have clients with unresolved tax issues who are experiencing a significant hardship? You can speak with a local Case Advocate from the Taxpayer Advocate Service (TAS) at the 2018 IRS/Practitioners Forum. To schedule an appointment, please email profdev@orcpa.org.

Enrolled Agents, Licensed Tax Consultants, and Licensed Tax Preparers must register for this event first on the OSCPA website and second on the OATC website to receive IRS approved CE certificate.

NOTE: PTIN credit approval pending.

CLE Credit: 6.5

Conference is cosponsored by: OSCPA, IRS, OAIA, OATC, ORSEA, OSTC, and OSBTS.

Designed For

CPAs, tax practitioners, attorneys and all professionals who interact with the Internal Revenue Service.

Objectives

To foster an environment where practitioners can interact with representatives from the Internal Revenue Service.

Major Subjects

  • Taxpayer Advocate Service - Your Voice at the IRS
    Shawn Anderson, Supervisory Associate Advocate
    Internal Revenue Service, Portland, OR
  • Data Breach
    Shari Kay Scoles, CPA
    Hoots Baker & Wiley PC, Salem, OR

    Brian Wozniak, Senior Tax Specialist
    Internal Revenue Service, Portland, OR
  • Developments in the World of IRC Section 1031 Exchanges Including the Impact of the TCJA
    Larry Brant, Attorney
    Garvey Schubert Barer, Portland, OR
  • Section 199A and Other Key Provisions of the Tax Cuts and Jobs Act
    Jaydra Perfetti, EA, LTC, CFE, PI
    Paper Investigator Inc, Portland, OR
  • Understanding the Basics of the Dark Web
    James Daniels
    Internal Revenue Service, Portland, OR
  • Recent Supreme Court Case - Federal, State, & Local Tax Nexus
    Valerie Sasaki, Attorney
    Samuels Yoelin Kantor LLP, Portland, OR
  • Understanding the Basics of Virtual Currency
    James Daniels
    Internal Revenue Service, Portland, OR

If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email profdev@orcpa.org.


Leaders

Larry Brant

Larry J. Brant is a Shareholder at Foster Garvey PC in Portland, Oregon. His practice focuses on tax planning and advice, tax controversy, and business transactions. Larry regularly advises clients on tax matters and in structuring mergers and acquisitions, joint ventures, and other business transactions.

Larry publishes articles on numerous income tax issues, including Tax Reform, Corporate Tax, § 1031 Exchanges, Taxation of S Corporations, Reasonable Compensation, Circular 230, Worker Classification, Choice of Entity, Entity Tax Classification, and State and Local Taxation. He is an Expert Contributor to Thomson Reuters Checkpoint Catalyst. In addition, Larry regularly speaks at national, regional and local tax institutes, including the NYU Federal Tax Institute, the Florida Tax Institute, the NYU Tax Conferences in July, the Portland Tax Forum, the Portland State Tax Institute, the IRS Tax Practitioners Forum, the OSCPA Forest Products Conference, the OSCPA Real Estate Conference, and the Oregon Tax Institute. Larry is a Fellow in the American College of Tax Counsel. He was the 2015 Recipient of the Oregon State Bar Tax Section Award of Merit. Larry is the author of a nationally recognized tax blog (www.larrystaxlaw.com).

Larry obtained his LL.M. in Taxation from the University of Florida College of Law; his J.D., cum laude, from Willamette University College of Law; and his B.S. in Business Administration, cum laude, from Portland State University.

(11/19/20)

James Daniels

SA Daniels has been a Special Agent with IRS-CI since 1995. During this time he has conducted complex financial investigations involving: tax evasion, tax fraud, bank secrecy, structuring, money laundering, health care fraud, bank fraud, bankruptcy fraud, wire fraud, mail fraud, narcotics, identity theft, and cybercrimes. SA Daniels is currently assigned to the Head Quarters Section of Cyber Crimes.

Dennis Hills

Dennis Hills is the Local Taxpayer Advocate for Oregon. He has had a long career with IRS collections and joined the Taxpayer Advocate Service approximately 2 years ago. While with IRS-Collections, he held the position of Revenue Office Group Manager, Offer in Compromise Specialist, Settlement Officer, (Office of Appeals), Acting Technical Analyst, (Director, Collection’s staff), Acting Policy Analyst, and Acting Territory Manager.

(10/23/20)

Jaydra Perfetti

Jaydra Perfetti is a Certified Fraud Examiner, a Private Investigator, an IRS Enrolled Agent, and an OR Licensed Tax Consultant. She spent over a decade working for IRS, auditing individuals and businesses, and conducting fraud investigations. She left the service in 2017 to found her own firm, Paper Investigator Inc, where her current practice focuses primarily on forensic accounting and financial investigations with a large side of tax. Jaydra’s personal mission is to solve problems, help people, and make the world a better place. She enjoys sharing her knowledge and experience through workshops and presentations and is delighted to speak about the madness of the Tax Cuts and Jobs Act and the new Section 199A.

Valerie Sasaki

Valerie Sasaki is a partner with Samuels Yoelin Kantor LLP where she chairs the Taxation Practice. She focuses her practice on resolving complex tax matters for clients with state and federal revenue agencies. She regularly speaks and writes on tax topics of interest to her. Ms. Sasaki is a member of the Oregon, Washington, Idaho, and Utah State Bars.  She regularly appears on behalf of clients in US Tax Court and the Oregon Tax Court.

She is a “Big-4” accounting alumna who worked as a State and Local Tax Manager for KPMG LLP as well as with the Miller Nash LLP tax department.  Valerie has served as Chair of Portland Tax Forum, The Oregon State Bar Taxation Section, and the Oregon State Bar Business Law Section.  Valerie has served on the laws committee of the Oregon State Bar’s Taxation Section since 2003. She is now involved in leading an Oregon Laws Commission Project to modernize and restate Oregon’s Limited Liability Company Act.  

Valerie serves and has served as an Adjunct Professor of Taxation with: Portland State University’s Masters in Tax Program; Northwestern School of Law, Lewis & Clark College;  Portland Community College; and the University of Oregon School of Law. She is a fellow of the American College of Taxation and has been recognized as an outstanding tax attorney by the SuperLawyers and Best Lawyers in America organizations. 

Valerie received her BA degree, magna cum laude, from Tulane University, earned her JD degree from University of Oregon School of Law and her LLM in Taxation from the University of Washington School of Law.

(7/13/21)

Shari Kay Scoles

Shari was licensed as a certified public accountant in 1986. She has been employed in public accounting with Hoots, Baker & Wiley, P.C. since 1995. She performs and supervises tax planning and return preparation services for corporations, partnerships, estates, trusts, and individuals. Including multi-state tax filing.

Brian Wozniak

Brian Wozniak is a Senior Tax Specialist with the Internal Revenue Service’s Stakeholder Liaison Division in Portland and works with tax professionals to identify ways the agency can be more responsive to customers’ needs. Brian works data breach and identity theft issues; IRS electronic services; and coordinates IRS outreach and education to the tax practitioner community and small business owners. Brian started working for the Internal Revenue Service approximately 27 years ago as a Tax Examiner in the Philadelphia Service Center. In 1994, Brian accepted a position in the Portland District Office where he has worked as a Lead Customer Service Representative and Functional Training Coordinator. Recognizing the taxpayer’s need for education to positively impact voluntary compliance, Brian joined the Taxpayer Education and Communication Function in 2001. Brian has earned a Bachelor of Science in Accounting from Portland State University and a Bachelor of Science in Business Administration from Edinboro University.

(9/27/19)