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IRS/Practitioners Forum - Webcast

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8.0 Credits

Member Price $110.00

Price will increase by $15 after 12/5

Non-Member Price $110.00

Price will increase by $15 after 12/5

Overview

Update: Due the government shutdown, the IRS/Practitioners Forum date has been changed from 10/31/25 to 12/18/25.

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 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.

Early Registration Fee: Webcast (Register by 12/05/25): $110
Registration Fee: Webcast (Register after 12/05/25): $125

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

Highlights

  • Federal Tax Update
  • Social Security Outrach
  • IRS Tax Pro Account
  • Offers in Compromise
  • Enhancing the Taxpayer Experience: A Look into the Independent Office of Appeals
  • IRS Criminal Investigation - Red Flags

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.

December 18, 2025

General Session

- Welcome & Opening Remarks

This session is available to registrants only.

General Session

- IRS Tax Pro Account

This session is available to registrants only.

General Session

- Enhancing the Taxpayer Experience: A Look into the Independent Office of Appeals

Kyle Behnke, Internal Revenue Service

Kyle Behnke

Kyle Behnke serves the IRS Independent Office of Appeals as an Appeals Team Manager.  In his career in the private sector, Kyle created and managed two start-up businesses before working for a decade at Microsoft in varying engineering and management roles, primarily as a Sr. Program Manager in the SQL Server, Windows Server, and OEM Divisions.  He then transitioned to public service, where he started with the IRS as a Field Revenue Officer in the Small Business and Self-Employed Division, before later becoming an Appeals Officer.  He earned a Master of Business and Public Administration degree from Willamette University in Salem, OR.  He serves in the Seattle, WA, Post of Duty.

(10/2/25)

This session is available to registrants only.

General Session

- Break

This session is available to registrants only.

General Session

- Federal Tax Update

David Higgins, Internal Revenue Service

David Higgins

David Higgins works for the IRS in the Communications and Liaison Division as a Tax Specialist in Seattle, WA. David serves as the primary IRS contact to community, industry, and business organizations throughout Washington and Alaska. David educates on a variety of tax topics to all taxpayer communities, including employers, community groups, small business resource partners and tax practitioner organizations.

9/15/2025

 

This session is available to registrants only.

General Session

- Lunch

This session is available to registrants only.

General Session

- Offers in Compromise

Valerie Sasaki, Samuels Yoelin Kantor LLP

Valerie Sasaki

Valerie is an attorney with the law firm of Samuels Yoelin Kantor in Portland, Oregon where she heads the firm's tax department. She speaks about topics (usually tax topics) that interest her. She is a fellow of the both the American College of Tax Counsel and the American College of Trusts and Estates Counsel. She also co-wrote a very exciting book you should read called Oregon Estate Planning with Forms, which is going into its third edition this January.

(11-10-25)

This session is available to registrants only.

General Session

- IRS Criminal Investigation – Red Flags

We’ll introduce the type of interactions you may have with the Independent Office of Appeals when representing your clients before the IRS and just prior to Petitioning Federal Court.  Our mission statement: “To resolve Federal tax controversies, without litigation, on a basis which is fair and impartial to both the Government and the taxpayer; promotes a consistent application and interpretation of, and voluntary compliance with, the Federal tax laws, and enhances public confidence in the integrity and efficiency of the Internal Revenue Service.”

This session is available to registrants only.

General Session

- Break

This session is available to registrants only.

General Session

- TBD

This session is available to registrants only.

General Session

- Closing Remarks & Conference Adjourns

This session is available to registrants only.

Non-Member Price $110.00

Member Price $110.00