IRS/Practitioners Forum - Webcast

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Oct 30, 2020

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


Member Fee: $125.00
Nonmember Fee: $125.00

Available Discounts

AICPA Member: None
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.


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 will open on October 5th to all who are registered. Appointments will be scheduled on a first come, first serve basis.

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

  • 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.
  • 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
    Brian P. Wozniak, IRS Stakeholder Liaison, Internal Revenue Service
    A portion of this session will explore the three credits available to employers affected by COVID-19. Provisions are available for businesses to help retain employees as well as pay employees for sick and family leave during this challenging period. Let’s get familiar with the rules and how the credits are claimed. More details coming soon!
  • Paycheck Protection Program (PPP)
    Clark Bihag, Senior Area Manager & Kevin Wynne, Public Information Officer, 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.
  • Cryptocurrency Update
    Details coming soon!

*In case of unforeseen circumstances, speakers, topics, and IRS CE hours are subject to change.

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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Clark Bihag

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

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

Derek Ganter

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. 

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.

Kevin Wynne

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.