2014 IRS/Practitioners Forum

2014 IRS/Practitioners Forum
Cosponsored by:
Internal Revenue Service • Oregon Society of Certified Public Accountants • Oregon
Association of Independent Accountants • Oregon Association of Tax Consultants • Oregon
Society of Enrolled Agents • Oregon Society of Tax Consultants • Oregon State Bar Association
Friday, October 31, 2014
Oregon Convention Center
777 NE Martin Luther King Jr. Blvd
Portland, Oregon
Event Code: #09010
Highlights:
The Evolving Partnership Population: Large Business and International’s Challenges in Promoting Compliance •
TEFRA: Challenges for Taxpayers and the IRS • Well, That Wasn’t What The Client Meant To Do: Undoing and Unwinding in Tax Law • Foreign Issues: FinCEN / FBAR / FATCA Requirements • Small Business / Self Employed Program Priorities • What’s new in Small Business / Self Employed Field Collection• The Latest Revisions to Circular
230, and Other Hot Topics from the Office of Professional Responsibility • Overview of 2014 Federal Tax Changes
CPE: 8 hours
Level: 4 (Update)
CLE: Pending Approval
CE Credit: This program will be submitted to the IRS Return Preparer Office requesting Continuing
Education credit (CE) for Enrolled Agents and tax return preparers.
™ ™
OSCPA
CONTINUING
PROFESSIONAL
EDUCATION
OSCPA
CONTINUING
PROFESSIONAL
EDUCATION
Schedule
Friday, October 31, 2014
7:15 a.m.
Registration Opens
8:00 a.m.
Welcome and Opening Remarks
8:05 a.m.
The Evolving Partnership Population:
Large Business and International’s Challenges in Promoting Compliance
Randy Dollar, Large Business and International Team Manager
Internal Revenue Service, Portland, Oregon
TEFRA: Challenges for Taxpayers and the IRS
Geoff Gaukroger, Senior Flow-Through Specialist
Internal Revenue Service, Portland, Oregon
8:55 a.m.
Stretch Break
9:00 a.m.
Well, That Wasn’t What the Client Meant To Do: Undoing and Unwinding in Tax Law
Gwen Griffith, Attorney
Tonkon Torp LLP, Portland, Oregon
9:55 a.m.
Refreshment Break
10:10 a.m.
Foreign Issues: FinCEN / FBAR / FATCA Requirements
Gary Tober, Attorney
Garvey Schubert Barer, Seattle, Washington
11:00 a.m.
Stretch Break
11:05 a.m.
Small Business / Self Employed Program Priorities
Kristin Bonn, Small Business/ Self Employed Exam Program Manager
Internal Revenue Service, Portland, Oregon
What’s New in Small Business / Self Employed Field Collection
Carmen Naillon, Supervisory Revenue Officer
Internal Revenue Service, Portland, Oregon
11:55 a.m.
Luncheon
12:45 p.m.
The Latest Revisions to Circular 230, and Other Hot Topics
From the Office of Professional Responsibility
Karen Hawkins, Director of the Office of Professional Responsibility
Internal Revenue Service, Washington, D.C.
2:25 p.m.
Refreshment Break
2:45 p.m.
Overview of 2014 Federal Tax Changes
Brian Wozniak, Senior Tax Specialist
Internal Revenue Service, Portland, Oregon
4:35 p.m.
Closing Remarks and Conference Adjourns
Registration
Event #09010
Registration Options:
1. WEB: www.orcpa.org/professional_development/educational_catalog. Registration confirmations will be provided.
2. FAX Registration form and credit card to: 503-626-2942
3. MAIL Registration form & payment to: OSCPA Professional Development Division, PO Box 4555, Beaverton, OR 97076-4555
4. QUESTIONS: Contact a member of the OSCPA Professional Development team at 503-641-7200 / 1-800-255-1470, ext. 3
Website: www.orcpa.org / Email: [email protected]
Fee: $130 if paid by 10/10/2014; $145 thereafter
Check One:
Name:
Business:
Check One:
Address:
Visa
Mastercard
AMEX
Discover
Business Card
Personal Card
City:
Card #:
State:
Zip:
Phone:
Email:
Check for:
Amount Paid $
Exp. Date:
payable to OSCPA
Please update my contact info
Signature:
PLEASE CHECK ONE:
Oregon Society of CPAs Member (OSCPA)
Oregon Association of Independent Accountants Member (OAIA)
Oregon Association of Tax Consultants Member (OATC)
Oregon Society of Enrolled Agents Member (ORSEA)
Oregon Society of Tax Consultants Member (OSTC)
Oregon State Bar Association Member (OSB)
Internal Revenue Service (IRS)
Other: _______________________________
NAME AS REGISTERED WITH THE IRS: ________________________________________________
PTIN NUMBER: ____________________________________________________________________
(Required for IRS CE Credit)
This program will be submitted to the IRS Return Preparer Office requesting Continuing Education credit (CE) for Enrolled
Agents and other tax return preparers.
Registration includes:
Conference materials, refreshment breaks and luncheon. Vegetarian and special dietary needs available – 5 days advance notice required.
Special Needs:
Dietary Needs:
I would like this dietary request for all OSCPA CPE events
Cancellation / No-Show Policy: Cancellations received 8 or more days prior to the conference will incur no penalty. Cancellations received 7 or fewer days prior to the event will
be charged a $25.00 cancellation fee or, without penalty you may: 1) send a substitute; or 2) transfer your registration to another event of your choice. Registration fees can be
transferred anytime prior to the event date and will incur no penalty. Requests for refund or transfer on or following the event date cannot be honored. Refunds will be returned
to company/individual issuing original payments. No-show registrants will receive seminar materials.
Speakers, topics and times are subject to change.
Policies & Guidelines: For a complete listing, including the recording policy, refer to the OSCPA Professional Development Catalog for Policies & Guidelines
or see our website at www.orcpa.org/professional_development/policies.
2014 IRS/Practitioners Forum
Friday, October 31, 2014
Oregon Convention Center
777 NE Martin Luther King Jr. Blvd
Portland, Oregon 97232
Conference Parking and Validation
Parking will be validated when parking at the
Oregon Convention Center underground
parking structure.
Oregon Society of CPAs
IRS/Practitioners Project Committee
A special thanks to the following committee
members who participated in the planning of the
2014 IRS/Practitioners Forum Conference.
Mark W. Rose, Chair (OSCPA)
John W. Blakeman (IRS)
Marvin M. Carlson (OSTC)
Michael Davidson (ORSEA)
Mark L. Huglin (OSB)
Mildred H. Jackson (OSTC)
Ronald D. Johanesen (OAIA)
Dale Marino (OATC)
Sue Robertson (OAIA)
Carol Sandberg (IRS)
Carol Wild (OATC)
Brian P. Wozniak (IRS)
OSCPA Administration
Paige Miller, Conference Manager
Kara Lewis, Director, Professional Development
Contact Us:
Email: [email protected]
Phone: 1-800-255-1470, ext. 3
Fax: 503-626-2942
http://orcpa.org/cpe/educational_catalog

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