IRS/Practitioners Forum

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Oct 31, 2019

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

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

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 credit hours
CLE Credit: 7 credit hours

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

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


REGISTRATION INSTRUCTIONS for EAs, LTCs and LTPs:

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.

Objectives

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 & Cathye S. Mason, Stakeholder Liaison Division, 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.

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.