Gain an understanding of the Office of Professional Responsibility (OPR) and explore how they are fostering a culture of excellence and ethics in the tax profession. Plus, hear about the latest ways in which the office engages with tax professionals. 

Speakers:
James McElligott, Legal Administrative Specialist, Office of Professional Responsibility | Internal Revenue Service
Mike Rapiejko, Legal Administrative Specialist, Office of Professional Responsibility | Internal Revenue Service

Hear the most recent developments at the Taxpayer Advocate Service and how it continues to help resolve tax issues with the IRS. 

Speaker:
Olabisi Ola Buraimo, Local Tax Advocate Service | Internal Revenue Service

Review current and impending filing/payment initiatives and MyTax Illinois updates with the Audits, Collections, and Processing divisions of the Illinois Department of Revenue (IDOR). Join Illinois Department of Employment Security (IDES) personnel to examine the annual rate process for the coming year, learn how to prepare for an IDES audit, and hear an update on SUTA dumping. 

Speakers:
Kevin Denny, Senior Public Service Administrator and Manager, Employer Services | IDES Revenue Division
Shannon Fangmeier, Division Manager, Collections Bureau | Illinois Department of Revenue
Max Letterly, Audit Bureau | Illinois Department of Revenue
Maribeth Oliver, Taxpayer Assistance Division | Illinois Department of Revenue
Dan Voelz, Public Service Administrator | Illinois Department of Revenue

Discuss the IRS’ strategic goals to empower and enable all taxpayers to meet their tax obligations, while protecting the integrity of the tax system. Hear how they are collaborating with external partners to improve tax compliance, cultivate an engaged workforce, and drive agility, efficiency, effectiveness and security in operations. 

Speakers:
Christopher Thompson, Supervisory Internal Revenue Agent, Small Business, Self-Employed and Pass-Through Organization, Field Exam, Midwest | Internal Revenue Service
Steve Craig, CPA, Tax Controversy Specialist | Larry J. Wolfe Ltd.

Learn about recent and future hiring initiatives, receive collection field updates, and explore installment agreements. Plus, hear the latest on revenue officer initiatives, notices, enforcement actions, and practitioners’ concerns. 

Speakers:
Stan Green, CPA, Head of Tax Controversies Department | Larry J. Wolfe Ltd.
Dave Preston, Senior Manager, IRS/SBSE/Field Collection | Internal Revenue Service

Using real-word examples, examine the ins and outs of disaster tax relief and discover the who, what, why, where, and when of the IRS Disaster Assistance and Emergency Relief Program.  

Speakers:
Jason Harty, Supervisory Management and Program Analyst | Internal Revenue Service
Gerard H. Schreiber, Jr., CPA 

Learn the latest developments in the IRS collection and Examination Appeals departments including tips for navigating the appeals process.

Moderator:
Larry Wolfe, CPA | Larry J. Wolfe Ltd.

Speakers:
Tom Deane | Internal Revenue Service
Marcus Morgan, MBA, Settlement Officer | Internal Revenue Service

Discuss the exam process, explore plan compliance defined contribution, dive into reporting requirements, and hear the latest on the SECURE 2.0 Act. 

Speaker:
Michael J. Singer, CPA | Michael J. Singer and Company, P.C.