IRS/Practitioners Forum - Webcast

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Oct 28, 2022

Registration: 7:30 AM / Program: 8:00 AM - 4:35 PM Pacific Time

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

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
*IRS CE-T (Tax Matters): 7
CLE-OR Credit: 8
LTC/LTP Oregon-Only: 1

*Need IRS CE credit? You must register with the exact name the IRS has on file. You must also have a valid PTIN & LTC/LTP number on file with OSCPA. Click Here to check your account and update your information.

Early Registration Fee: Webcast (Register by 10/10/22): $110 / Registration fee: Webcast (Register after 10/10/22): $125 


Cosponsored by: IRS, OAIA, OATC, ORSEA, OSB-TS, OSCPA, OSTC

A special thanks to the members of the IRS/Practitioners Forum Project Committee for developing the 2022 IRS/Practitioners Forum Conference:

John W. Blakeman, Michael Davidson, Peter A. Evalds, Amanda Fels, Douglas R. Henne, Dale Marino, Cathye S. Mason, Jennifer O'Halloran, and Carol M. Wild.

Designed For

CPAs, tax practitioners, attorneys, and all professionals who interact with the Internal Revenue Service.

Objectives

To foster an environment where practitioners can interact with representatives from the Internal Revenue Service.

Major Subjects

  • IRS Criminal Investigation and Cryptocurrency
    Michael Wheeler, CPA, CFE, CGFM
    IRS: CI has been on the cutting edge of criminal investigations involving cryptocurrency. This presentation will discuss cryptocurrency, explain why IRS:CI is involved, and will highlight some recent criminal investigations.
  • Introduction to Fiduciary Income Taxation and Survey of Advanced Topics
    Nicole Erickson, J.D., LL.M.
    This session will cover the fundamental principles of fiduciary taxation for estates and trusts, with a focus on understanding the key concepts of simple and complex trusts, DNI, separate share rules and multiple other concepts. The Survey of Advanced Topics will include an attorney's view of topics most likely to be litigated, specific devises, fiscal year, phantom income and S corporations and complications for final year returns.
  • Interacting with IRS Online
    Thomas Sutton, Attorney-Advisor, Internal Revenue Service
    The presentation will cover compliance with Circular 230 and provide information on the Tax Pro Account now available on irs.gov.
  • Oregon Department of Revenue Update
    Daron Prara,Policy Analyst, Oregon Department of Revenue
    Robert Oakes, Policy Analyst, Oregon Department of Revenue
     
  • IRS Reorganization - Taxpayer Experience Office
    Brian Balla, Manager, Multi-Experience Office, TXO
  • IRS Updates for 2022
    Cathye Mason, CPA, IRS Stakeholder Liaison
    John Blakeman, CPA, IRS Stakeholder Liaison
    Your Oregon stakeholder liaisons will do a question and answer format with each other to entertain you. All about the latest information we have on the upcoming filing season!

If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email profdev@orcpa.org.


Leaders

Brian Balla

Brian Balla is a customer experience manager in the Taxpayer Experience Office (TXO) at the Internal Revenue Service. Brian is responsible for supporting IRS business units improve and modernize taxpayer tools and processes. Prior to joining TXO, Brian was the lead editor for IRS.gov and content strategist for the Wage and Investment division. Shortly after joining the IRS in 2020, Brian played a key role on the IRS.gov COVID-19 response team by creating digital content and tools for the Economic Impact Payments and advance payments of the Child Tax Credit. Prior to the joining the IRS, Brian was a communications manager for the City of Portland and the Portland Metropolitan Association of Realtors and a small business owner for 10 years. Brian holds a certificate in user experience and a Bachelor of Science in Digital Communications and Media from Northeastern University. Brian moved to Oregon in 2002 from Pennsylvania and has lived in Southeast Portland for 15 years.

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 in 2008, and has a Bachelor of Science in Accounting from Portland State University.

(10/15/20)

Nicole Erickson

Nicole B. Erickson brings unparalleled energy and sophisticated technical tax expertise to business matters, tax planning, and estate planning, serving clients from offices in Portland and remotely throughout Oregon and Washington. She delivers timely and practical results giving clients the freedom to focus on what matters most. With a wealth of more than ten years of sophisticated estate planning and probate experience, she benefits her clients with long-range planning that seeks to avoid potential conflict and improve the bottom line. Prior to founding the law office of Nicole B. Erickson, Attorney at Law, P.C., Nicole practiced with small and mid-size Portland firms, adding practical tax knowledge and courtroom experience to her repertoire. Before moving to Oregon, she served ultra-high net worth clients at a large regional law firm in Texas, crafting tax settlements for multi-billion-dollar tax disputes which remain confidential.

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.

(10/28/20)

Robert Oakes

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.

(9/3/21)

Daron Prara

Daron Prara is an Oregon Department of Revenue tax policy analyst in the Personal Income Tax and Compliance Division. He has been with the department for over 17 years working out of the Medford and Salem field offices and now the Salem main building. He has been an auditor, senior auditor, and policy analyst in the personal income tax program and an analyst in the corporate activity tax program. Daron graduated from Oregon Institute of Technology with a Bachelor's degree in business management and accounting.

(12/27/21)

Thomas Sutton

Tom Sutton is an Attorney-Advisor with the IRS Office of Professional Responsibility. Mr. Sutton was employed as a Certified Public Accountant and as an attorney in private practice prior to joining the IRS.

Michael Wheeler

Michael Wheeler, CPA, CFE, CGFM is a Supervisory Special Agent with IRS-Criminal Investigation in the Portland metro area overseeing various financial crimes investigations to include tax fraud, cybercrime and money laundering. Mr. Wheeler was previously assigned to the Washington, D.C. Field Office where he led large scale, complex criminal investigations involving tax violations, cybercrime, child exploitation, data breaches, cryptocurrency, embezzlement, money laundering and international casework. Prior to government service Mr. Wheeler was a Senior Associate with KPMG in their Audit and Advisory practices. Mr. Wheeler has Master’s and Bachelor’s degrees in Accounting.