Tuesday May 24, 2022 to Friday May 27, 2022

10:00 to 11:40 and noon to 1:40 PDT Tuesday through Friday


This is an online event. 

 via Zoom



Ira Rosenberg, EA 
Oregon Society of Enrolled Agents 


2022 Annual Conference


May 24 - May 27, 2022

May 24 – Tuesday

10:00 - Noon - Juan Montes: Cryptocurrency (2 hrs)
Noon - 2:00 -
Tyrone Taylor EA: IRS Account Analysis/8821/2848 (2 hr)

May 25 - Wednesday

10:00 - 11:00 - Tyrone Taylor EA: IRS Payment Settlements (IA, PPIA, and CNC) (1hr)
1100 - 1:00 -
Tyrone Taylor EA: Offers In Compromise (2hrs)
1:00 - 2:00 -
Tyrone Taylor EA: Dealing with Practitioner Priority Line, Revenue Officers/Agents (1hr) 

May 26 Thursday

10:00 - Noon - Ryan Reichert: Form 4797 (2hrs)
Noon - 2:00 -
Ryan Reichert: Tax Stuff You Thought You Knew (2hrs)

May 27 Friday

10:00 - 11:00 - Bob Kerr: Bob Kerr: From Washington with Love (1hr.)
11:00 - 1:00 -
Bob Kerr:
An Ethics Primer for the Circular 230 Practitioner (2hrs.)
1:00 - 2:00 -
Bob Kerr: Your Record Challenged Client (1hr.)

Please note that all times are Pacific Daylight Saving Times

Note: Classes are actually 10 am to 11:40 am and Noon to 1:40 pm.





Sponsor #:  B6U61  

Members Full Registration                                                                    $150


Non-Members                                                                                         $200

Available as WEBINAR or Self Study


Register Now!

July 22nd

Robert Kerr, EA

Kerr Consulting, LLC | (202) 276-6145 | www.kerr.tax



Bob Kerr has spent his entire three-decade career in tax administration. During a dozen years at IRS, he held a variety of positions both in the agency’s Washington, DC headquarters and in its Chicago, IL district office. While in the Service’s artificial intelligence labs, he led two nationwide electronic filing pilot programs and he counts among his accomplishments the first internet-filed income tax returns and the creation of the accompanying Form 8453-OL.

He also served in a professional staff position on the U.S. Senate Finance Committee, where he helped Senator Grassley provide IRS oversight on issues ranging from private debt collection to relocation expenses. His experience with the National Association of Enrolled Agents and H&R Block provides him a unique tax professional perspective. He served as NAEA’s chief advocate for more than a decade, acted as primary spokesman to both tax and general media, founded its political action committee, and subsequently served as the association’s head of office.

Bob is an enrolled agent who recently launched his own firm, Kerr Consulting LLC, to bring to the table significant public sector, trade association, and private sector experience in tax administration, tax policy, and public policy. The firm allows him to serve as a thought partner to his individual clients while also pursuing a long-held interest in public speaking. To that end, he welcomes invitations to speak and/or provide CE to tax professionals.

Bob holds a BA degree in finance from Mount Union College and an MBA from Case Western Reserve University, both of which are in his home state of Ohio. Interested tax professionals may follow him on Twitter (@BSG_BobKerr).

Ryan Reichert, CFP, EA







Ryan Reichert, CFP, EA is a practicing tax preparer and financial planner in Coronado, CA. He is also an instructor at Brass Tax Presentations and teaches for various tax chapters around the nation. Ryan is hyper-focused on understanding new tax law as it relates to individuals and small businesses. His background in business management, financial planning, and tax law allows him to interpret legislation to ensure taxpayers are taking full advantage of all opportunities available to them.

                              Tyrone Taylor CFP, EA









Tyrone J Taylor is an Enrolled Agent with 15 years of experience as a tax professional. His specialty is representing taxpayers in front of the Internal Revenue Service and state tax offices. He has assisted hundreds of taxpayers in settling their accounts with the IRS and states. He also assists small businesses in their start-up phases, and focuses on making sure they are complaint in their tax filings. In addition, he has also worked with dozens of tax professionals over the years who have clients that needed assistance with their tax problems.

He is the owner of Nashville Tax Relief, a tax resolution firm based out of America’s Music City.  Mr. Taylor is also the founder of Pro Tax Education, an IRS Continuing Education provider that focuses on teaching tax professionals how to effectively represent their clients in front of the IRS.

Mr. Taylor is an Ambassador to State of Tennessee for the Association of Black Tax Professionals. He is also an Administrator to the Number 1 Facebook group for tax professionals needing assistance in learning about and receiving assistance with Tax Representation.

Mr. Taylor has earned a BA in Economics from the University of California, Santa Cruz. He also has obtained both an MBA and a Master's in Accountancy from the University of Phoenix. He is also a Fellow of the National Tax Practice Institute

IRS Account Analysis/8821/2848 (1 CE)

IRS Account Analysis is the process of evaluating a taxpayer's current tax situation. After reviewing their IRS (and/or state) transcripts and obtaining basic financial information provided by the taxpayer, this course will teach a tax professional how to determine the best preliminary course of action to take when representing a taxpayer in front of the IRS.


Financial Analysis  (1 CE)

This course introduces tax professionals to the art of IRS Financial Analysis. This is completed by using verified financial information to determine the actual options available to their taxpayer clients. One of the most important steps in the tax representation process.


IRS Payment Settlements (IA, PPIA and CNC) (1 CE)

This course is an overview of the payment options available to taxpayers who have a balance to pay to an IRS. It discusses the difference in payment options to the IRS over time, and how it is determined that a taxpayer qualifies for the options available.


Offers In Compromise  (2 CE)
This is an introduction to the most popular IRS product the IRS offers - an Offer In Compromise. Also known incorrectly by most taxpayers as the "Fresh Start Initiative", this course will instruct a tax professional in how to determine the correct way to analyze a taxpayer's situation to determine if they qualify for a complete settlement of their tax balance.


Dealing with Practitioner Priority Line, Revenue Officers/Agents  (1 CE)
This course discusses communicating directly with IRS personnel, and the different positions within the IRS. After this course, you will know the duties of these positions, and how to effectively communicate your taxpayer client's needs

   Juan Montes EA



Juan earned a B.S. in accountancy, has a law degree, is a licensed Enrolled Agent, an NTPI Fellow, and has 15 years experience as a tax pro. Juan has been quoted numerous times in the San Francisco Chronicle and U.S. News & World Report and has saved clients millions of dollars. He has successfully defended audits before the Internal Revenue Service (IRS), California Franchise Tax Board (FTB), California Department of Tax and Fee Administration (CDTFA), and Employment Development Department (EDD).


Bitcoin, altcoins, blockchain, fork, swap, airdrop, stake - What? Cryptocurrency taxation requires we learn a new vocabulary and understand the nuances of the transactions crypto holders engage in so that we may apply the limited IRS guidance to determine whether activities are reportable events. In this class you'll learn the terminology, history, use cases, and the applicable law. Throughout the class we will cover examples and provide information of useful tools to accurately prepare crypto tax returns.


Learning Objectives:

- Understand terminology and use cases

- Learn how IRS guidance applies to the use cases

- Learn reporting requirements of various transactions