|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.
Click here to view conference agenda.
CPE: 8 hours
IRS CE-T (Tax Matters): 5
*IRS CE-E (Ethics): 2
LTC/LTP Oregon-Only: 1
Speakers, topics, and IRS CE hours are subject to change.
*NOTE: This does NOT meet the Oregon-specific ethics requirement for Oregon Licensed CPAs. This will meet technical CPE requirements.
Early Registration Fee (Register by 10/18/21): $110 / Registration fee (Register after 10/18/21): $125
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 2021 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 closed as all appointment times have been filled. Appointments are on Monday, November 1, 2021 and will be scheduled on a first come, first serve basis.
IRS, OAIA, OATC, ORSEA, OSB-TS, OSCPA, OSTC
- Oregon Department of Revenue Personal Income Tax Update
Robert Oakes, Oregon Department of Revenue
The Department will provide an update on important Personal Income Tax changes for the 2021 tax year.
- IRS News and Updates
Brian P. Wozniak, Internal Revenue Service
This presentation is a compilation of IRS hot topics, news releases, headliners and IRS key messages for tax professionals. Specific topics include: 2021 Tax Changes from a Forms Perspective; Economic Impact Payments and the Recovery Rebate Credit; Data Breaches and Identity Theft Updates; Disaster Relief; and Marijuana Industry Guidance.
- The Kids Are All Right
Cathye S. Mason, IRS Stakeholder Liaison, Internal Revenue Service
We will cover the Child Tax Credit and Dependent Credit as modified by the American Rescue Plan Act (ARPA) of 2021. There are significant changes under ARPA for 2021 returns and now is the time to gear up to claim these tax benefits for your clients.
- Benefits of e-Services
John Blakeman, IRS Stakeholder Liaison, Internal Revenue Service
This session will cover the benefits of signing up for, and continuing to use, e-Services such as Transcript Delivery and the like. As the IRS continues to modernize and upgrade its systems and software, it becomes crucial that tax professionals understand how to interact electronically with the IRS. We will briefly go over the cadre of e-services, what’s available, and why taking advantage of these helpful tools is critical to working efficiently and effectively with the IRS in the future.
- Retirement Plans: The SECURE Act, COVID Relief, and More
Donald "Don" Kieffer, Jr., Esq., Internal Revenue Service
This presentation will cover SECURE Act and COVID19-related changes that affected retirement plans and IRAs, plus cover other helpful information such as: Required Minimum Distributions Beyond 2020; Beneficiary RMDs – Before 2020, After 2019; How COVID19 relief affected all beneficiary RMDs; Other SECURE Act changes; Form 5500-EZ electronic filing; Unanswered questions from the Tax Forum
- *Practitioner Professional Responsibility: Tax Business in Times of Change
Sharyn M Fisk, Director, Internal Revenue Service Office of Professional Responsibility
This program will provide an overview of common practice issues that may affect those who are in the business of being a tax practitioner — either as a solo practitioner or in a firm of many practitioners — and the procedures that should be in place to ensure compliance with Circular 230. Discussion will include ensuring appropriate procedures during times of change and best practices. By the end of this program, you will be able to: identify standards; remedy due diligences issues; recognize when you have a conflict of interest; avoid incompetence, disreputable conduct issues, and protect taxpayer confidential information.
*NOTE: This session does NOT meet the Oregon-specific ethics requirement for Oregon Licensed CPAs. This session will meet technical CPE requirements.
- Managing the Aftermath of COVID-19
Terry Bakker, CPA, EA, LTC, O'Leary's Tax Service LTD
This presentation will cover issues related to the COVID-19 pandemic, focusing on business issues and the problems with IRS representation for practitioners. The presentation will cover current processing and process issues with the Internal Revenue Service, business fallout issues due to the pandemic, the Employee Retention Credit and its opportunities and changes, Cancellation of Debt, and Collections. This will be a fast paced roll through challenges and opportunities for businesses impacted by the pandemic!
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.
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.
Sharyn was named Director of the IRS Office of Professional Responsibility (OPR) in January 2020. As Director, she is responsible for the IRS’ oversight of tax professionals who practice before the IRS as set out in Treasury Circular 230. Sharyn’s extensive background in the tax community brings over 20 years of tax experience to the OPR. Before coming to the IRS, Sharyn was Professor of Tax at Cal Poly Pomona and Director of its VITA program. Prior to teaching, Sharyn was in private practice specializing in tax controversies where she represented individuals and businesses taxpayers before the IRS, the Department of Justice Tax Division, federal and state courts, and state taxing authorities. Sharyn clerked for the Honorable Maurice Foley, Judge, U.S. Tax Court. She has written and spoke extensively before national, state, and local tax professional organizations on all aspects of civil and criminal tax controversy issues and ethics in tax practice.
Donald “Don” Kieffer, Jr., Esq, is a 1991 graduate of the Seton Hall University School of Law. He is admitted to the State Bars of New Jersey and Pennsylvania and is a member of the Taxation Section of the American Bar Association. Don is currently a tax law specialist with the IRS Employee Plans function.
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.
Robert Oakes is an Operations and Policy Analyst 3 in the Personal Income Tax and Compliance Division at the Oregon Department of Revenue. Robert spent 20 years in California state government, primarily as a Legislative Director and Communications Director in the State Senate at the California Capitol. He graduated from Lewis & Clark College and attended the Graduate School of Journalism at the University of Oregon.
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 30 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.