Loading...

IRS/ Tax Practitioners Symposium Webinar

Nov 8
9:25 - 5:45 p.m.

Online

8.00-Tax
CPE Credits

Be ready for filing season with new approaches for working with the IRS and IDOR. Date: November 8, 2023 Time: 9:25 AM - 5:45 PM ET Location: Virtual

Learning Objectives:

Hear an overview of the IRS' Automated Underreporter (AUR) program and receive an update on the digital and self-service options it offers

Gain insight into the purpose of Taxpayer Advocate Service and how it helps to resolve tax issues with the IRS.

Hear an overview of the Board of Appeals, including tips and tricks for navigating through the process. Determine the types of cases that are granted jurisdiction by the Board of Appeals, and those that are not, so you can better guide your clients

Explore the latest Small Business/Self-Employed Field Exam initiatives. Hear how the IRS plans to transform the compliance organization and increase digitalization efforts to improve efficiency and the taxpayer experience.

Examine the IRS' recent and future hiring plans. Hear about current collection field updates, installment agreements and revenue officer initiatives. Plus, get the latest on notices, enforcement actions and practitioners' concerns.

Learn the latest developments in collection and examination appeals, as well as strategies for navigating the appeals process.

Take a deep dive into the issues relating to International Information Returns and the forms to be filed, including FBARs and Form 8938. 

Hear about the recent cases and rulings which could affect your practice. Receive an explanation of each decision and citations to the source information to boost your knowledge.


Highlights

All times listed are Eastern Time Zone

9:25 AM - 9:30 AM | Welcome

9:30 AM - 10:20 AM | Automated Underreporter Program Overview

Dan Arnell Belarmino, Stakeholder Liaison Area 3 | Internal Revenue Service

Justin Porter, AUR Territory Manager | Internal Revenue Service

10:30 AM - 11:20 AM | IRS Advocacy for Taxpayers

Representative, National Taxpayer Advocate | Internal Revenue Service
 
 
11:30 AM - 12:30 PM | All the Latest From IDOR and IDES
 
Kevin Denny, Employer Services | Illinois Department of Employment Security
Rosalind Harmon, Sales Tax Processing Division | Illinois Department of Revenue
Shannon Fangmeier, Central Processing Bureau | Illinois Department of Revenue
Robert Farthing, Business Processing Division | Illinois Department of Revenue
Karen Kelleher, Withholding Income Tax Section | Illinois Department of Revenue
Roger W. Koss, Audit Bureau | Illinois Department of Revenue
Maribeth Oliver, Taxpayer Assistance Division | Illinois Department of Revenue
Dann Voelz, Taxpayer Assistance Division | Illinois Department of Revenue

Bret Whitfield-Tate, Individual Processing Division Manager | Illinois Department of Revenue

12:40 PM - 1:10 PM | Navigating the Board of Appeals

Rebecca Kulekowskis, Chair of the Board of Appeals | Illinois Department of Revenue
 

1:10 PM - 1:40 PM | Lunch Break

1:40 PM - 2:30 PM | IRS Exams: Improving the Taxpayer Experience

Utopia Beasley, Supervisor of Field Exam, Midwest | Internal Revenue Service

Michael Singer, CPA | Michael J. Singer & Co., PC

2:40 PM - 3:30 PM | Considerations for Collections
Stan Green, CPA, Head of Tax Controversy Department | Larry J. Wolfe Ltd.

David Preston, Central Area Field Director | Internal Revenue Service

3:40 PM - 4:30 PM | Recent Developments From the Independent Office of Appeals

Tom Deane | Internal Revenue Service
 

Ted Sinars, JD, Partner | Madden, Jiganti, Moore & Sinars LLP
Jon Sustarich, Supervisory Appeals Officer | Independent Office of Appeals, Collection Appeals,
Internal Revenue Service

Larry Wolfe, CPA, Principal | Larry J. Wolfe Ltd.

4:40 PM - 5:10 PM | International Information Returns
 
Christine Stone, CPA, IPN Coordinator for OVDI/SL/VDP | International Revenue Services

Jonathan Strouse, Partner | Harrison & Held, LLP

5:15 PM - 5:45 PM | Recent Cases and Rulings Which May Affect Your Practice
 
Ted Sinars, JD, Partner | Madden, Jiganti, Moore & Sinars LLP

Registration

PICPA Member: $350
Nonmember: $450

More Information

Course No. CNIL231108 Level: Intermediate

Prerequisites: CPAs with experience as tax practitioners

Notes
This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from messenger@webex.com with the log-in information.

Speaker(s)

John Daly