IRS/Practitioners Forum – Portland
Embassy Suites by Hilton Portland Washington Square
9000 SW Washington Square Rd
Tigard, OR
97223
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.
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
- Estate Tax, Gift Tax and the GSTT
- 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
Brian Wozniak, Senior Tax Specialist, Internal Revenue Service
Brian Wozniak is a Senior Tax Specialist with the Internal Revenue Service’s Stakeholder Liaison Division in Portland and works with tax professionals to identify ways the agency can be more responsive to customers’ needs. Brian works data breach and identity theft issues; IRS electronic services; and coordinates IRS outreach and education to the tax practitioner community and small business owners. Brian started working for the Internal Revenue Service approximately 30 years ago as a Tax Examiner in the Philadelphia Service Center. In 1994, Brian accepted a position in the Portland District Office where he has worked as a Lead Customer Service Representative and Functional Training Coordinator. Recognizing the taxpayer’s need for education to positively impact voluntary compliance, Brian joined the Taxpayer Education and Communication Function in 2001. Brian has earned a Bachelor of Science in Accounting from Portland State University and a Bachelor of Science in Business Administration from Edinboro University.
(9/27/19)
Sharyn Fisk, Director of OPR, Internal revenue Service Office of Professional Responsibility
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)
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.
Non-Member Price $135.00
Member Price $135.00