OSCPA Tax Controversy Institute - Webcast

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Nov 11, 2020

Registration: 7:15 AM / Program: 8:00 AM - 4:30 PM Pacific Time

Fees

Member Fee: $295.00
Nonmember Fee: $370.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -147.00

Description

This full-day institute is designed to provide the tools that practitioners need to spot major issues in tax controversy, help compliant and non-compliant taxpayers evaluate IRS correspondence, and advise on the process in state and federal controversy matters. This conference will have a specific emphasis on adding to your toolkit to navigate this uncertain area with greater success.

CPE Credit: 8 hours
CLE (OR) Credit: Pending approval

Businesses registering 6 or more receive a discount. Check out the group livestream pricing here! To ensure the health and safety of attendees and to follow the local and federal guidelines during the Coronavirus pandemic, group registration process is below:

  • Email us at profdev@orcpa.org to provide your participant list (names & emails)
  • Webcast confirmation emails will be sent direct to each participant
  • OSCPA will provide the group contact with an invoice

Designed For

CPAs and Attorneys whose clients are, or may become, subject to IRS and State audits.

Objectives

Participants will learn (1) how to advise compliant and noncompliant taxpayers about their options; (2) to evaluate common notices received from taxing authorities; (3) how to best document positions and set up their workpaper files for later success; and, (4) to identify common issues with privilege and confidentiality in controversy matters.

Major Subjects

  • The Do's and Don'ts of Compliance and Collection Pre and Post Pandemic
    Jessica L. McConnell, Attorney & Nicholas Rogers, Samuels Yoelin Kantor LLP
    This presentation will address strategies for bringing clients back into tax compliance and reconstructing client records for tax return preparation. It will focus on how to navigate IRS and ODR collection methods, liens and resolution options, and how the COVID pandemic has impacted all of the above.
  • What CPAs Should Know About the Oregon Tax Court
    Presiding Magistrate Allison Boomer, JD & Honorable Judge Robert Manicke, Oregon Tax Court
    The Oregon Tax Court is one of the state's hidden gems. Created in 1961 by accountants and tax lawyers, it's the nation's first state tax tribunal that's part of the judicial branch of government. Find out from the Judge and the Presiding Magistrate how the court pursues its mission of impartiality, public access, and tax expertise. Get tips on how CPAs can be effective when representing clients in the court's unique Magistrate Division.
  • Navigating IRS Appeals
    Valerie Sasaki, Attorney, Samuels Yoelin Kantor LLP
    Details coming soon!

Leaders

Allison Boomer

Allison R. Boomer has been with the Oregon Tax Court since 2009, serving as a magistrate since June 2012. She received her bachelor's degree from Whitman College and her law degree from Willamette University College of Law. Presiding Magistrate Boomer is the immediate Past President of Oregon Women Lawyers and a board member of the Mary Leonard Chapter of Oregon Women Lawyers, serving Marion and Polk Counties. She also serves on the board overseeing Marion County CourtCare and mentors Willamette University law students and recent graduates.

Robert Manicke

The Honorable Judge Robert T. Manicke was first appointed Judge of the Oregon Tax Court effective January 1, 2018 and elected to the position effective January 1, 2019. He is the court's only judge.

Judge Manicke grew up mainly in Centralia, Washington. He earned his bachelor's degree from Willamette University in 1984 and his law degree from the University of Illinois College of Law in 1992. He began his law practice at San Francisco's Pillsbury law firm in 1992, and joined Stoel Rives LLP in Portland as an associate in 1995. He became a partner at Stoel Rives in 2001 and remained there until December 31, 2017. Judge Manicke's legal practice focused on state and local tax and employment tax, including tax controversies, transactions and legislative matters. He has held officer positions in the Oregon State Bar Taxation Section, and he chaired the Section's Laws Committee from 2007 to 2017.

Jessica McConnell

Jessica McConnell is an attorney with Samuels Yoelin Kantor LLP. She submerges herself in the world of tax law. Her practice focuses on federal, state, and local tax controversies, including tax audits, offers in compromise, and tax collection matters. Since 2004, she has helped dozens of businesses and individuals efficiently resolve major tax and financial problems. Jessica has been admitted to the Oregon State Bar, the U.S. District Court – District of Oregon, as well as the U.S. Tax Court.

Well-versed in all areas of tax controversy, Jessica excels at complex audits, offers in compromise, employment tax liabilities, and protecting her clients against unwanted and unexpected collection efforts. She also handles a variety of bankruptcy cases, a majority of which involve tax dischargeability issues.

Jessica was recognized as a Rising Star in the area of tax law by Oregon Super Lawyers. The annual Rising Stars list identifies the best attorneys who are 40 or under, or who have been practicing for ten or fewer years. No more than 2.5 percent of attorneys in the state receive the honor.

A natural leader, Jessica works closely with the Oregon State Bar. Dedicated to the practice of law, and sharing her knowledge of the her field, Jessica plans and presents educational seminars, serves on legislative work-groups, and pens articles about developments in the law. She volunteers at the Bar’s bankruptcy clinic, and provides legal assistance through other pro bono matters.

Nicholas Rogers

Nicholas Rogers recently joined Samuels Yoelin Kantor LLP (SYK) as an Associate Tax Attorney in August 2019. He graduated from Lewis & Clark Law School this past May and took the Oregon Bar in July. While working, he also is currently enrolled in the Georgetown Executive LLM in Taxation distance program. During law school, Nicholas volunteered extensively for the Lewis & Clark Low Income Taxpayer Clinic, handling federal tax controversy matters for Oregon and Washington residents. Nicholas also worked for SYK as a law clerk for several years, generally working on tax, business, and estate related issues. Before starting with SYK, he worked as an Estate Planning and Probate Paralegal for several Portland area firms.

Valerie Sasaki

Valerie Sasaki is a partner with Samuels Yoelin Kantor LLP. She focuses her practice on resolving complex tax matters for clients with state and federal revenue agencies. She regularly speaks and writes on tax topics of interest to her. Ms. Sasaki is a member of the Oregon, Washington, Idaho, and Utah State Bars.

She is a “Big-4” accounting alumna who worked as a State and Local Tax Manager for KPMG LLP, and Valerie is also a past chair and current member of the Portland Tax Forum, and current member of the Executive Committee, as well as an IRS and Oregon Tax Revenue Liaison Committee member. Valerie was the previous Treasurer of the Business Law section of the Oregon State Bar. In 2015, she was elected Secretary of the section.

Valerie has served as Adjunct Professor at Northwestern School of Law, Lewis & Clark College, Portland Community College, and the University of Oregon School of Law. She was recognized as an Oregon Super Lawyers Rising Star for five years. She feels extremely fortunate to work with people she likes and do work she enjoys to support her travel habit and her two small, spoiled dogs.

Ms. Sasaki received her BA degree, magna cum laude, from Tulane University, earned her JD degree from University of Oregon School of Law and her LLM in Taxation from the University of Washington School of Law.

Jeffrey Wong

Jeff is a graduate of Reed College and the University of Oregon School of Law. He spent the first fourteen years of his law career as a US Tax Court trial attorney for the Internal Revenue Service, and a Special Assistant US Attorney in the Oregon Bankruptcy Court. Between 1991 and 1998, he was the primary legal advisor to the IRS Collection Division in Oregon and its primary bankruptcy litigator. Jeff was involved in the development of many aspects of the IRS bankruptcy program that exists today.

In 1998, he left government service and entered private practice with the Portland firm of Greene & Markley, PC. Over the next eleven years, he developed and managed a six-person tax and bankruptcy group that handled many of Oregon's largest and most complex tax controversies. In June of 2009, Jeff left Greene & Markley to start his own solo practice.

Jeff has expertise in many areas of federal and state tax, bankruptcy, and debtor-creditor law. He has written and taught over many subjects for IRS employees and private attorneys, accountants, and tax consultants. He has held a Martindale-Hubbell AV rating since 1999 and has been selected for inclusion in Oregon Super Lawyers for 2012 through the present year in the fields of bankruptcy and debtor-creditor law, and the 2010 through the present editions of Best Lawyers in America. He was selected as the Best Lawyers' 2014-15 Portland, OR Litigation and Controversy "Tax Lawyer of the Year."

Jeff has served on three different committees for the Oregon State Bar Taxation Section. His experience and relationships allow him to provide unique and superlative service with many tax and insolvency problems.