IRS/Practitioners Forum

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Oct 28, 2022

Registration: 7:30 AM / Program: 8:00 AM - 4:45 PM Pacific Time

Fees

Member Fee: $150.00
Nonmember Fee: $150.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

The above fees may not be reflective of the total event price. See below.

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): Pending
*IRS CE-U (Tax Update): Pending
CLE-OR Credit: Pending

*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: In-person (Register by 10/10/22): $135 / Registration fee: In-person (Register after 10/10/22): $150 

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.

Health & Safety Protocols for In-person Attendance
All in-person participants agree to follow current health and safety guidelines and must adhere to applicable requirements including the following:
  • Acknowledge the COVID-19 assumption of risk, waiver, and release.
  • Follow local mask guidelines, if any, in place at the time of this event and comply with any other safety guidelines required by OSCPA or the venue.

Note: In-person seats are limited so early registration is suggested.

Prefer to attend via livestream webcast? Register to attend via webcast!


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

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 Advancd 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.
  • Representation Issues
    Jonathan Mishkin, Attorney
    Details Coming Soon!
  • Interacting with IRS Online
    Sharyn Fisk, Director, Office of Professional Responsibility, IRS
    Details Coming Soon!
  • Oregon Department of Revenue Update
    Details Coming Soon!
  • IRS Reorganization - Taxpayer Experience Office
    Brian Balla, Manager, Multi-Experience Office, TXO
    Details Coming Soon!
  • 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!


Administrator Note: If you are registering individuals from your firm/business to attend this in-person event you have two registrations options:

  1. Via online registration: prior to completing this registration, you must confirm with each individual that they have read and agree to the COVID-19 Assumption of Risk, Waiver, and Release. Or, 
  2. Call OSCPA: at 503-641-7200 / 800-255-1470, ext. 3 to register your staff. Following registration, OSCPA will send an email to each registered individual with a link to the COVID-19 Assumption of Risk, Waiver, and Release.

Select option(s) below:

Add one of the following:

Hardcopy Materials

Deadline to order hard copy (printed) materials is 14 days prior to event date (10/14/22).

Paperless / Electronic Materials

Electronic materials will include the latest up-to-date version of the presentation.

Add-Ons

REQUIRED: COVID-19 Assumption of Risk, Waiver, and Release

I am aware of the contagious nature of COVID-19 and the risk that I may be exposed to or contract COVID-19 anywhere that there is person-to-person contact, including while on premises of and engaging in this event, and despite masking and additional precautions. By attending this event, I am knowingly and voluntarily accepting the risk of contracting COVID-19. I acknowledge that my in-person attendance is voluntary, and I waive and release OSCPA, their members, affiliates, officers, directors, employees, agents, speakers, contractors, and volunteers of all liability. I agree to read and comply with the safety precautions associated with the event that are communicated to me by OSCPA or the venue. 

Add to Cart

Add one of the following:

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 PTIN credit

Add to Cart

None of the above

Add to Cart

Leaders

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)

Sharyn Fisk

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.

(10/7/21)

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)

Jonathan Mishkin

Bio Coming Soon!