IRS/Practitioners Forum - Webcast

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Oct 30, 2020

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


Member Fee: $125.00
Nonmember Fee: $125.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -62.00

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.

CPE Credit: 8 hours
IRS CE (PTIN) Credit: Pending Approval
CLE-OR Credit: Pending Approval

Early Registration Fee (Register before 9/30/20): $110* / Registration fee (Register after 9/30/20): $125*
* This year, take advantage of extra savings on the all-virtual 2020 IRS/Practitioners Forum.


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.

Conference is cosponsored by: 

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

Details coming soon!

Select option(s) below:

Add one of the following:

None of the above

Oregon Association of Independent Accountants (OAIA) Member

Oregon Association of Tax Consultants (OATC) Member

Oregon Society of CPAs (OSCPA) Member

Oregon Society of Enrolled Agents (ORSEA) Member

Oregon Society of Tax Consultants (OSTC) Member

Oregon State Bar (OSB) Member


Check if you need IRS CE (PTIN) Credit

After checking this box, please go to your profile (Click here) and make sure your name and PTIN number match exactly what is on file with the IRS. To update your information over the phone, please call 503-641-7200 / 1-800-255-1470, ext. 3.

Discrepancies in name or PTIN number will delay the credit process and delivery of IRS approved CE certificates.
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John Blakeman

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 earlier this year, and has a Bachelor of Science in Accounting from Portland State University. Rev. 10/08

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.

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.

Cathye Mason

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

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.