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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 10/19

Non-Member Price $135.00

Price will increase by $15 after 10/19

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!

We encourage in-person attendance to maximize engagement, interaction, and networking. If you're unable to attend onsite, a live webcast option is available.

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: (Register by 10/19/26): $135
Fee will increase by $15 after 10/19.

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

Highlights

  • 2026 Federal Tax Update
  • IRS 2801: New Inheritance Tax Regulations
  • Oregon Taxpayer Advocate’s Taxpayer Road Map
  • Staying Safe Among AI Threats
  • And More!

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

Christian Perrier, Vice President of Technical Solutions, Fixed Fee IT (Beaverton, 97008)

Christian Perrier specializes in helping people with their technology so that they can achieve success in their business. He has spent the last 15 years working with organizations to allow them to harness the power of new technology while defending themselves against cyber-attack. As the Vice President of Technical Solutions at Fixed Fee IT, Christian oversees the security posture, policies, and management of a SOC II Type II audited organization and has experience with SEC, FINRA, HIPAA, PCI, SOC, and NIST compliance standards. He has a passion for helping people and organizations navigate the ever-changing world of cybersecurity and implementing solutions to keep themselves protected.

(1/14/21)

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Codi Trudell, Oregon Department of Revenue (Salem, 97301)

A proud lifelong Oregonian, Codi Trudell has over 20 years of public civil service working in Oregon local and state government. In 2021, Trudell became Oregon's first Taxpayer Advocate in the Oregon Department of Revenue. As the Taxpayer Advocate, she works to be a voice and resource for Oregon's taxpayers. A graduate of Oregon State University with a bachelor's degree in political science, Trudell applies her policy background to provide fair and equitable access to Oregonians' economic opportunities, programs and services.

edited 12-15-25

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David Higgins, Internal Revenue Service (Seattle, 98174)

David Higgins works as an IRS Tax Specialist in Seattle, WA serving as the primary IRS contact to practitioners, industry, and business organizations throughout Washington, North Dakota, South Dakota, Oregon, 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.

(4/3/26)

 

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Eric Wieland, Samuels Yoelin Kantor LLP (Portland, 97204)

Eric

Eric Wieland puts his mastery of tax law and sharp attention to detail to work in the areas of estate planning, business planning, taxation, and trust and estate administration. The belief that no two clients are alike and no set of legal circumstances or objectives are the same is at the heart of his specialized, individual approach.

Eric's work representing clients before the Internal Revenue Service in examinations, administrative appeals, and collection proceedings as a student attorney in the University of Washington's Low Income Taxpayer Clinic honed his skills in negotiation, client counseling, and written and oral advocacy.

After graduating with honors from the University of Portland with a degree in Business Administration, Eric earned a Master of Arts in Teaching while participating in the Pacific Alliance for Catholic Education volunteer program associated with AmeriCorps and spent two years as a high school and middle school teacher and coach. He earned his law degree from the University of Missouri-Columbia School of Law where he was awarded Order of Barristers. He then achieved a LL.M. in Taxation from the University of Washington School Of Law. He is licensed to practice law in Oregon and Missouri.

(8/19/19)

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Valerie Sasaki, Samuels Yoelin Kantor LLP (Portland, 97204)

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)

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Non-Member Price $135.00

Member Price $135.00