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IRS/Practitioners Forum – Portland

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Embassy Suites by Hilton Portland Washington Square

9000 SW Washington Square Rd
Tigard, OR 97223

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8.0 Credits

Member Price $135.00

Price will increase by $15 after 10/11

Non-Member Price $135.00

Price will increase by $15 after 10/11

Overview

The IRS/Practitioners Forum brings together IRS representatives and industry experts to address key updates, answer complex questions and offer the insights and guidance to navigate IRS-related challenges.

Lunch is included for this in-person option!

CPE Credit: 8
*IRS CE: Pending Approval
CLE-OR Credit: Pending Approval

*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.

Note: This conference was originally scheduled for October 25, 2024.

Early Registration Fee: In-person (Register by 10/11/24): $135
Registration Fee: In-person (Register after 10/11/24): $150 

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

Thank you to our 2024 sponsor Paychex.


Highlights

  • Audit Reconsideration
  • IRS Criminal Investigation - CI meets AI
  • Taxpayer Advocates Taxpayer Road Map 
  • IRS Federal Tax Update
  • Estate Tax, Gift Tax and the GSTT
  • Office of Professional Responsibility
  • And more!

Bonus Option: Taxpayer Advocate Service Problem Solving Sessions (In-person only)
Does your client have a problem case they have not been able to resolve through normal IRS channels? Do you have clients with unresolved tax issues? This is your opportunity to speak with a local Case Advocate from the Taxpayer Advocate Service (TAS)*. You can schedule your private, one-on-one 30-minute session with TAS when registering online (in-person only). *Note: Time spent with TAS will not count toward your continuing education hours since you will be absent from the conference session.

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.

Leader(s):

Leader Bios

John Blakeman, Stakeholder Liasion, Internal Revenue Service

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)

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Steven Bell, Stoel Rives LLP

Steven Bell focuses his practice on the creation and administration of complex trusts to meet business succession planning, tax planning, and family needs, and in charitable gift planning for both individual donors and for tax-exempt entities. Through his practice, Steve helps clients create customized structures to preserve and perpetuate closely held businesses and to meet diverse objectives. Steve brings innovative solutions to multifaceted issues that can arise in the administration of irrevocable trusts, estate, charitable giving structures, and for private foundations. Steve’s passion lies in developing creative solutions to help clients meet their goals in a tax efficient manner, whether in crafting a new estate plan, facilitating charitable giving, administering complex estates, modifying and restructuring irrevocable trusts, or developing trust structures to meet business objectives.

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Non-Member Price $135.00

Member Price $135.00