OasisLMS

Hear from IRS and Illinois agency representatives and experienced practitioners on the rules, procedures, and agency activity affecting tax practice. Sessions cover Circular 230, Form 3911, IRS collections, partnership audits, appeals, and updates from the Illinois Department of Revenue and Department of Employment Security. 

CPAs, enrolled agents, tax attorneys, and other professionals who help clients navigate tax compliance, examinations, collections, appeals, and IRS representation. 

Speaker TBD

Review the statutory and regulatory foundation of Circular 230, the role and enforcement process of the Office of Professional Responsibility, practitioner obligations, and practical strategies that support ongoing compliance. 

James McElligott, Legal Administrative Specialist | Tax Professional Management Office

Session description coming soon. 

Olabisi Ola Buraimod, Local Tax Advocate | IRS Taxpayer Advocate Service

Receive updates from the Illinois Department of Revenue on filing and payment initiatives, MyTax Illinois, audit services, and the virtual audit room. The Illinois Department of Employment Security will also examine the annual rate process and how to prepare for an IDES audit. 

Trevor Atkins, Public Service Administrator, Taxpayer Assistance Division | Illinois Department of Revenue 
Shannon Fangmeier, Division Manager, Collections Bureau | Illinois Department of Revenue 
Max Letterly, Program Administrator, Audit Bureau | Illinois Department of Revenue 
Kevin Denny, Senior Public Service Administrator and Manager, Employer Services | Illinois Department of Employment Security 

Lunch Break

Learn about IRS hiring, Collection Field updates, installment agreements, Revenue Officer initiatives, notices, enforcement actions, and practitioner concerns. 

Guinevere Moore, JD, Managing Member | Moore Tax Law Group LLC 
Bridget Ortiz, Internal Revenue Agent | IRS 

Gain a comprehensive overview of the Bipartisan Budget Act (BBA) partnership audit rules and how to apply them in real-world situations. 

Josh Heine, CPA, Vice President, Corporate Controller & Principal Accounting Officer | Verano Holdings

Explore actions that are appealable, the elements of a protest, Collection Due Process, and the Collection Appeals Program. 

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

Round out the program with insights on making a meaningful difference through the Volunteer Income Tax Assistance Program, including flexible volunteer opportunities, hands-on experience, and continuing education opportunities. 

Andrew VanSingel, Territory Manager, Taxpayer Services, Stakeholder Partnerships, Education, and Communication | IRS 

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