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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 10/17

Non-Member Price $110.00

Price will increase by $15 after 10/17

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 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 10/17/25): $110
Registration Fee: Webcast (Register after 10/17/25): $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.

January 1, 2025

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)

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.

October 31, 2025

General Session

- Welcome & Opening Remarks

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

- Social Security Outreach

This session is available to registrants only.

General Session

- Break

This session is available to registrants only.

General Session

- IRS Tax Pro Account

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 Sasaki is a partner with Samuels Yoelin Kantor LLP where she chairs the Taxation Practice. She focuses her practice on resolving complex tax matters for clients with state and federal revenue agencies. She regularly speaks and writes on tax topics of interest to her. Ms. Sasaki is a member of the Oregon, Washington, Idaho, and Utah State Bars.  She regularly appears on behalf of clients in US Tax Court and the Oregon Tax Court.

She is a "Big-4" accounting alumna who worked as a State and Local Tax Manager for KPMG LLP as well as with the Miller Nash LLP tax department.  Valerie has served as Chair of Portland Tax Forum, The Oregon State Bar Taxation Section, and the Oregon State Bar Business Law Section.  Valerie has served on the laws committee of the Oregon State Bar's Taxation Section since 2003. She is now involved in leading an Oregon Laws Commission Project to modernize and restate Oregon's Limited Liability Company Act.  

Valerie serves and has served as an Adjunct Professor of Taxation with: Portland State University's Masters in Tax Program; Northwestern School of Law, Lewis & Clark College;  Portland Community College; and the University of Oregon School of Law. She is a fellow of the American College of Taxation and has been recognized as an outstanding tax attorney by the SuperLawyers and Best Lawyers in America organizations. 

Valerie received her BA degree, magna cum laude, from Tulane University, earned her JD degree from University of Oregon School of Law and her LLM in Taxation from the University of Washington School of Law.

(7/13/21)

This session is available to registrants only.

General Session

- Break

This session is available to registrants only.

General Session

- IRS Criminal Investigation – Red Flags

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