IRS/Practitioners Forum

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Oct 31, 2019

Registration: 7:15 AM / Program: 8:00 AM - 4:45 PM


Member Fee: $150.00
Nonmember Fee: $150.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -75.00

The above fees may not be reflective of the total event price. See below.


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.

PTIN Credit:
6 hours
CLE Credit: Pending Approval

Can't attend in person? Attend via live webcast!

Register by 9/30/19 and Save $15!


The OSCPA is handling PTIN credit information. To receive PTIN credit, you must register with the exact name the IRS has on file. You must also enter a valid PTIN number. Discrepancies in name or PTIN number will delay the credit process and delivery of IRS approved CE certificates.


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.


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

Major Subjects

  • Oregon New Law Update
    Shannon Ball, Personal Income Tax Division, Oregon Department of Revenue
    Find out all the Oregon changes that occurred during legislation this year, as well as rules for Oregon personal income tax, corporate and estate, withholding, and the new corporate activities tax. Learn what's new for tax year 2019!
  • The Fiduciary Income Tax
    Philip N. Jones, Attorney, Duffy Kekel LLP
    This session will cover the following topics: managing trusts and estates to minimize income tax, using administration expenses to your best advantage, and timing distributions to reduce income tax consequences.
  • Capital Accounts: What? Why? Who Cares?
    Gwendolyn Griffith, Attorney, Tonkon Torp LLP
    Capital accounts are a prominent feature of partnership tax law, and their proper use is critical to a well-crafted partnership or LLC operating agreement. However, the challenges posed by capital accounts don't end with writing the agreement; translating partnership agreements into tax returns in a continual test of attorney and accountant imagination. Gwen Griffith will discuss the origins of capital accounts, their proper (and improper) establishment and maintenance, and some common capital account problems and potential solutions.
  • Cybersecurity and Privacy Considerations for Small Businesses
    Charles Harwood, Regional Director, Federal Trade Commission
    Every business, regardless of size, needs to think about and implement plans to prevent cyber attacks and data breaches. Knowing some cybersecurity basics and putting them into practice are essential to the success of any business. Federal Trade Commission (FTC) Regional Director, Chuck Harwood, will introduce the FTC's new Cybersecurity Basics program, a just-the-facts security education program for small businesses. Chuck will also summarize a few of the more than 120 data security and general privacy cases the FTC has filed, and describe the FTC's efforts to assist identity theft victims.
  • IRS Federal Tax Update
    Brian P. Wozniak, Senior Tax Specialist Internal Revenue Service
    Learn about data breaches, identity theft, and updates for TJCA including online resources. New (2020) W-4 & Pub 15-T issues including the new Tax Withholding Estimator will be covered. You can find out about new draft forms, publications, as well as obsolete and discontinued forms. This session will also include a W-2 Verification Code update.

Select option(s) below:

Add one of the following:

Oregon Society of CPAs (OSCPA) Member

Oregon Association of Independent Accountants (OAIA) Member

Oregon Association of Tax Consultants (OATC) Member

Oregon Society of Enrolled Agents (ORSEA) Member

Oregon Society of Tax Consultants (OSTC) Member

Oregon State Bar (OSB) Member

Internal Revenue Service (IRS)

None of the above


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Hard Copy Materials

Paperless / Electronic Materials

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Shannon Ball

Shannon Ball has worked for the Department of Revenue for over 16 years. She is currently an Operations and Policy Analyst 3 with the Policy & Systems unit of Revenue’s Personal Income Tax and Compliance division where she is the legislative policy coordinator for personal income tax. Shannon reviews Oregon rules, presents policy changes, reviews forms and instructions, and follows legislation relating to personal income tax.

Shannon has 9 years of experience as a personal income tax auditor. As an auditor, she incorporated law to determine if an adjustment was necessary, represented the department at magistrate, and reviewed co-worker’s adjustments.

Gwendolyn Griffith

Gwendolyn Griffith is a partner in the law firm of Tonkon Torp LLP in Portland, Oregon, where she is the practice group leader for the Taxation and Employee Benefits Practice Group. Gwen’s tax practice is wide ranging, including corporate, partnership and international tax matters, as well as the income tax and transfer tax issues of complex trusts and estates. She began her law career at the Dallas, Texas law firm of Akin Gump, and then spent many years teaching law school at Willamette University College of Law before re-entering private practice. She has been with Tonkon Torp since 2008 and has been recognized as a Best Lawyer in Tax Law since 2012. She is the author of several books on taxation and received the 2017 Multnomah County Bar Association Pro Bono Award of Merit for her work with a state wide pro bono project called The CLiF Project.

Gwen is married to Peyton Lieuallen, a retired school administrator, and they have two grandchildren. Peyton and Gwen enjoy catering to the whims of their West Highland white terrier, Bentley, and attending to the endless remodeling needs of their 100-year old house in Monmouth.

Charles Harwood

Chuck Harwood has been Director of the Federal Trade Commission’s Northwest Regional Office located in Seattle, since 1989, except for 2009 through 2013 when he was Deputy Director and acting Director of the FTC’s Bureau of Consumer Protection. Through law enforcement and education initiatives, Chuck has worked for more than 30 years to prevent fraud, deception and promote privacy and information security in the marketplace. Chuck is also a commissioner on the Indian Arts and Crafts Board, a U.S. Department of the Interior agency that oversees federal laws promoting the marketing and sale of Native American arts and crafts. From 1983 to 1989, he was a counsel to the U.S. Senate Committee on Commerce, Science, and Transportation. Chuck graduated from Willamette University College of Law in Salem, OR, and Whitman College in Walla Walla, WA. He is a member of the Oregon State Bar and of the District of Columbia Bar.

Philip Jones

Philip N. Jones is a partner in the law firm of Duffy Kekel LLP, with offices in Portland and Vancouver, and he is admitted to practice law in Oregon and Washington. Mr. Jones has been practicing law since 1976, primarily in the areas of estate planning, estate and gift taxation, estate and trust administration, fiduciary income taxation, tax procedure, tax controversies, and estate and trust litigation. He is a Fellow of the American College of Trust and Estate Counsel and a member of the Estate Planning Council of Portland. For twenty years he served as an Adjunct Professor of Law at Lewis & Clark Law School, where he taught Estate & Gift Taxation and Federal Tax Procedure. He is the author of numerous articles in the Journal of Taxation and other publications, and he has argued cases on behalf of taxpayers in the Oregon Supreme Court, the United States Tax Court, the Ninth Circuit Court of Appeals, and the United States Supreme Court.

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.