|Full time Accounting Educator:||None|
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.
CPE Credit: 8 hours
IRS CE-T (Tax Matters): 5 hours
IRS CE-U (Tax Update): 3 hours
CLE-OR Credit: Pending
Early Registration Fee (Register by 10/16/20): $110* / Registration fee (Register after 10/16/20): $125*
* This year, take advantage of extra savings on the all-virtual 2020 IRS/Practitioners Forum.
REGISTRATION INSTRUCTIONS for
EAs, LTCs and LTPs:
The OSCPA is handling IRS CE (PTIN) credit information. To receive IRS CE (PTIN) credit, you must register with the exact name the IRS has on file. You must have a valid PTIN number listed on your profile (Click here to update). Discrepancies in name or PTIN number will delay the credit process and delivery of IRS approved CE certificates.
Unsure of how to create a guest account and update your PTIN/LTC/LTP number? Click here for a guide.
Taxpayer Advocacy Service
Do you have clients with unresolved tax issues who are experiencing a significant hardship? As a registered 2020 IRS/Practitioners Forum participant you can speak with a local Case Advocate from the Taxpayer Advocate Service (TAS). Don't let this opportunity go to waste! Sign-ups for a 30-minute session with a Case Advocate are now open to all who are registered. Appointments will be scheduled on a first come, first serve basis.
IRS, OAIA, OATC, ORSEA, OSB-TS, OSCPA, OSTC
- Taxpayer First Act
Derek Ganter, Director, IRS Stakeholder Liaison, Internal Revenue Service
With the implementation of the Taxpayer First Act, we're on a journey together to re-think how the IRS provides taxpayer service, employee and manager training, and how we're currently organized. The world of taxpayers and stakeholders has changed, as have their expectations. Technology has changed and so has our workforce. Our taxpayer base is more diverse than it was 20 years ago, and so are our IRS partners and external stakeholders. In this session we will take a look at this path we walk together.
- COVID-19 Disaster Relief Topics
- COVID-19 Disaster Relief - Businesses
Cathye S. Mason, IRS Stakeholder Liaison, Internal Revenue Service
Passage of the CARES Act resulted in some temporary changes to the treatment of Net Operating Losses and the Business Loss Limitation. In addition, there are also provisions and some special treatments for tax items of C-Corporations. Add the technical correction for Qualified Improvement Property depreciation and some other miscellaneous items and we come up with a “stew” of changes to explore during this 40-minute session.
- COVID-19 Disaster Relief - Retirement Plans
John W. Blakeman, IRS Stakeholder Liaison, Internal Revenue Service
Section 2202 of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, enacted on March 27, 2020, provides for special distribution options and rollover rules for retirement plans and IRAs and expands permissible loans from certain retirement plans. Let’s explore these temporary options available for 2020 and the tax implications for those who have sought this relief throughout this 40-minute session.
- COVID-19 Disaster Relief - Businesses
- A Pandemic of Plenty for Scammers
Charles Harwood, Regional Director, Federal Trade Commission
The coronavirus pandemic has been associated with more fraud and identity theft reports to the Federal Trade Commission (FTC) than any other event — ever. Fraudsters know that fear, confusion, and economic distress are the elements of their success. Along with individual consumers, businesses large and small are on the scammers' target list. FTC Regional Director Chuck Harwood will talk about pandemic ploys, and strategies for preventing their success.
- IRS Federal Tax Update
Sarah DeBurle, Dennis Hills, & Brian P. Wozniak, Internal Revenue Service
This session will provide an overview of an array of topics such as: Taxpayer Advocate Service: Coronavirus tax relief and Economic Impact Payments; COVID19 impact on the IRS operations and mission critical functions; current advocate issues. Power of Attorney processing times, changes to third party authorizations; digital signature updates; 1040X amended return electronic filing option; PTIN renewals; QR technology for balance due notices. Federal income tax withholding issues, online withholding estimator; 1099-NEC for independent contractors, employer withholding methods; draft forms
- U.S. Small Business Administration Topics
- Paycheck Protection Program (PPP)
Clark Bihag, Senior Area Manager, U.S. Small Business Administration (SBA)
The Paycheck Protection Program (PPP) is intended to provide economic relief to small businesses nationwide aversely impacted by COVID-19. Nearly $520 billion and 5 million PPP loans were approved nationwide in less than 3 months. The PPP loan is designed to provide a direct incentive for small businesses to keep their workers on the payroll. SBA will forgive the loans if all employee retention criteria are met, and the funds are used for eligible expenses. This session will provide an overview on the criteria for PPP loans.
- SBA Disaster Assistance Program
Kevin Wynne, Public Information Officer, U.S. Small Business Administration (SBA)
This session will provide an overview of the SBA's disaster recovery role after floods, earthquakes, hurricanes, wildfires and other disasters. SBA disaster loans are the primary source of federal assistance to help private property owners pay for disaster losses not fully covered by insurance.
- Paycheck Protection Program (PPP)
- Cryptocurrency, Illicit Finance and the Global Impact
Jarod Koopman, Director, Cyber Crimes, Internal Revenue Service - Criminal Investigation
Director Koopman will provide an overview of cryptocurrency, explain the efforts made by IRS-Criminal Investigation in this program area and highlight several case studies. The overview on cryptocurrency will look at some of the widely used coins and the challenges that exist. Director Koopman will also highlight the current regulations and the priorities for IRS-CI.
*In case of unforeseen circumstances, speakers, topics, and IRS CE hours are subject to change.
Terry O. Bakker, CPA, EA, LTC is the owner of O’Leary’s Tax Service, Ltd. She graduated from Portland State University with a Bachelor of Science degree in Business Administration: Accounting. Terry is a Certified Public Accountant licensed in Washington and Oregon, as well as holding a license with the IRS as an Enrolled Agent, and a Tax Consultant’s license with the State of Oregon. She has over 30 years’ experience in the accounting and tax industry. Terry has been assisting customers with tax filings, representation before the IRS, accounting, and various other services since graduating from college.
In addition to her dedication to her clients, Terry has a commitment to her profession. Terry is the Past President of the Oregon Association of Independent Accountants, the past chairperson of the OAIA Education committee, the representative to the IRS Stakeholder Liaison group in Portland, the former Administrative Chair for the Leadership and Development Committee of the National Society of Accountants, and a former trustee for the NSA’s Scholarship Foundation. Terry speaks nationally on income tax matters to benefit other professionals as a presenter for TaxSpeaker. Terry is a member of the Washington Society of Certified Public Accountants and the Oregon Association of Independent Accountants.
When not on the road or at the office, Terry spends time with her husband, Bubba, two children, and two grandchildren.
Clark Bihag is the Senior Area Manager for the Fairbanks office of the U.S. Small Business Administration (SBA). As the Senior Area Manager, Clark is responsible for the deployment of SBA products and programs throughout the region to achieve District Office goals and better service the local small business community.
John Blakeman is a Tax Specialist with the IRS Stakeholder Liaison Division in Portland, OR, and works to provide education and outreach to the tax practitioner community as well as industry. John began his career with the IRS in 2003 as an Internal Revenue Agent, working a wide variety of individual, corporate, and partnership tax return cases. John also worked many abusive tax avoidance transaction, employment tax, National Research Program, and Earned Income Tax Credit Due Diligence cases. John joined the Stakeholder Liaison team in 2008, and has a Bachelor of Science in Accounting from Portland State University.
Derek Ganter is currently the Director of the Stakeholder Liaison organization within in the Internal Revenue Service. In this capacity, Derek oversees non-case related engagement with the local, state and regional payroll, tax practitioner and non-tax/industry stakeholders. The scope of his purview includes outreach and education of IRS policies, practices and procedures to ensure compliance with the tax laws, both by voluntary means and through enforcement programs.
Derek has been recognized and received commendations by former IRS Commissioner Charles Rossotti, the American Institute of CPA’s, members of the U.S. Congress and other noteworthy institutions for his tax law knowledge, communication skills and ability to find resolution to difficult and sensitive matters.
A native Californian, Derek attended the University of California at Santa Barbara where he was recruited by and began his IRS career in 1989.
In his private life, Derek serves on the leadership team of several non-profit organizations and enjoys mentoring student athletes, fishing, and playing board games.
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.
Dennis 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.
Jarod Koopman was named the Cyber Crime Director for the Department of the Treasury, IRS-Criminal Investigation in June 2016. In this capacity, Jarod established a new investigative section within CI and continues to focus priority on this emerging trend. His primary function is the oversight and management of all cyber-related activities at a national level. This consists of close interaction with public/private sector, industry and other law enforcement partners both domestic and international.
Jarod began his IRS career in 2001 as a Special Agent in Rochester, New York before taking over as the Supervisor there in 2010. He was selected for the Accelerated Senior Leadership Program (ASLP) the following year. In 2012, he went to Washington DC as a Senior Analyst in Refund Crimes where he focused on Virtual Currency and Identity Theft before being selected as the Assistant Special Agent in Charge for the Chicago Field Office in 2013. From June 2014 until his current role, Jarod served as the Special Agent in Charge of the Detroit Field Office. As such, he oversaw and directed all CI investigative activities in the state of Michigan. Under his leadership, the Detroit FO successfully produced outstanding results and efforts that garnered recognition at both the regional and national levels.
In the past three plus years as the Director, IRS-Criminal Investigation has continued to expand their capabilities and solidified its role as the prominent force in cryptocurrency tracing and dark web activities. Notable investigations include Liberty Reserve, Silk Road I and II, Alphabay, Btc-e, Mt Gox, Welcome2Video, OneCoin, Helix, xDedic and Backpage.
Cathye Mason joined the Portland team in the Stakeholder Liaison Division of the Internal Revenue Service in October 2019, and she looks forward to making a positive contribution to practitioner and industry relationships with the IRS. Prior to her recent move, she spent over nine years as a Revenue Agent in the Small Business/Self-Employed Division in the Salem, Oregon office where she developed extensive knowledge of business tax law. She has held an active CPA license in Oregon since 2015. Before joining the IRS, she managed a small medical practice in southern Oregon for thirteen years and prepared tax returns for five seasons. She holds a BA in Geography from West Virginia University and a Post-Baccalaureate Certificate in Accounting from Southern Oregon University.
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.
Kevin R. Wynne, Public Information Officer, U.S. Small Business Administration Office of Disaster Assistance.
Kevin joined the U.S. Small business Administration (SBA) Office of Disaster Assistance in Sacramento, CA as a disaster loan officer in 2005. He has been a Public Information officer with SBA since 2006. He coordinates and delivers information about the agency’s disaster assistance program to key stakeholders, national and local media outlets, the public and all levels of federal, state, and local officials. He has been deployed for earthquakes, floods, hurricanes, tornadoes and wildfires that have destroyed hundreds of thousands of businesses and homes throughout the country. Kevin is a graduate of University of California, Davis where he received his degree in communications.