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GEAR UP - Matt Brumage, Senior CPE Specialist 888.677.8559, matt. brumage@tr.com; Simple, Easy, Direct, Personal Service; Call me direcct and mention you are with the OATC to get 15% off Gear Up print, video, audio and CD-ROM material. Checkpoint Learning. Thomson Reuters

August 2016
OATC Oregon News

CLICK to go to the Members Only section – the newsletter is in the Members Only Full Newsletter Library

Now available in the Members Only section of the Web site.

Federal / IRS Links

July 13, 2016
IRS / Practitioner Liaison Meeting Minutes

PTIN Enrollment now open. CLICK to learn more

ACA Information Center for Tax Professionals. CLICK to learn more

Basic Tools for Tax Professionals - Information You Need to File Returns for Your Clients

NEW! 2015 IRS Publication 17 "Your Federal Income Tax"

Pub. 4255: IRS Tax Help Directory

Pub. 509: Tax Calendars for use in 2016

Key Messages for Tax Pros

IRS Tax Forums Online (past Forum seminars)

Pub. 3891: a practitioner address directory for individual income tax forms.

E-file Services

Social Security Administration

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OATC 2016 Basics and Beyond Seminar (6 hours CPE)

September 17 through 26, 2015 throughout Oregon

OATC is proud to bring you Michael A. Gordon, CPA, who will be speaking on Partnerships and LLCs - The Basics.

  • Mike will make extensive use of long and clear examples to take us through a myriad of partnership issues that, in his experience, cause problems. He will take us through the Basics of initial formation problems, calculating basis, K-1 reporting (and how to read those silly K-1s), IRS required supplemental schedules required to be filed with K-1s, inside basis versus outside basis, guaranteed payments, and more.
  • Mike will address the all-too-common problems faced when people put in differing amounts at the outset (or one puts in nothing and wants to be a 50/50 partner!)
  • Last, but not least, Mike will launch us on a thrilling journey through the forms themselves.

Michael A Gordon, CPA, LLC.

About the Speaker

Michael Gordon is a CPA based in Coos Bay, Oregon. He spends three months each year traveling around the country teaching tax seminars to thousands of tax practitioners. Mike is a part of a nationally recognized seminar organization, Gear Up, that holds tax seminars in every state. These are some of the largest and most attended seminars in the tax industry. Learn more about him on his website, Michael A Gordon, CPA, LLC. Not Your Basic Bean Counter.

Date Location Local Contact

Ashland Mason Lodge, 570 Clover Ln, Ashland, OR 97520
Wayne Underhill
La Quinta Inn & Suites
155 Day Island Road   Eugene, OR
Lee Reams

Comfort Inn and Suites
62065 27th Street   Bend, OR
Kathryn Scott
Blue Mountain Community College
Morrow Hall, Room M-7
2411 NW Carden Avenue   Pendleton, OR
Cathy Johnson
St. Rita Catholic Church
Education Hall (Behind Main Sanctuary)
10029 NE Prescott Street   Portland OR
John Bell
Clackamas Community College
Wilsonville Training Center
29353 Town Center Loop E   Wilsonville, OR
Lind Mizar
COST: Register by 9/2:              $120.00
Register after 9/2:           $135.00

$40 Discount Available for OATC Members.
(Please contact the OATC office if you have misplaced the discount code.)

Seminar Handout Materials will be emailed to pre-registered attendees. If you prefer to receive a printed handout, you may order one when registering for an additional $10.00 printing fee.

TO REGISTER: CLICK HERE for the seminar brochure.
CLICK HERE to register online now.

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Small Business Fair - Sept 17, 2016 in Portland Oregon CLICK HERE to go the the Oregon Small Business website
Small Business Fair - Sept 17, 2016

We hope you'll join us at the 22nd Annual Oregon Small Business Fair on September 17th – we'll be hosting a table, and our own Dale Marino is one of the speakers!

The Oregon Small Business Fair is an all-day FREE event presented by loaned executives from city, county, state, federal and academic entities. The keynote speaker during lunch (12:15-1:00) will be Ted Wheeler, Portland Mayor-Elect and current Oregon State Treasurer.

Small Businesses:
- total over 23 million in the US alone
- account for 60% of all jobs
- represent 97% of all US exporters of goods
- produce 13 times more patents per employee than large firms

Objective information is provided in a non-selling atmosphere to assist existing, new and start-up entrepreneurs with their business questions and problems. It is the one time all year that organizations that serve small business get together in one place on one day to make free information and workshops available to help small businesses succeed.

WHEN: September 17, 2016    8:30 am - 2:30 pm
WHERE: Warner Pacific College
2219 SE 68th
Portland, OR 97215 (map)
COST: FREE!   CLICK HERE to register now.
SCHEDULE: CLICK HERE for a .pdf schedule of workshops and speakers
HELP SPREAD THE WORD: CLICK HERE for the Facebook Event page -- Please Share!

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2016 Super Star Seminar2016 Super Star Seminar (up to 16 hours CPE)

October 19-20, 2016

OATC is proud to bring you Clint Bentz, CPA, CMA for our annual two-day seminar in Wilsonville this October. The topics this year are Fiduciary Income Taxation and Estate, Gift and Generation-Skipping Tax.


  • Trust Planning Fundamentals
  • Income Taxes for Trusts
  • Complex Trust Issues and Elections
  • Estate Trusts


  • Overview of Estate and Gift Tax System
  • The Federal Gift Tax System
  • The Federal Estate Tax System
  • The Oregon Estate Tax System
  • Generation-Skipping Transfer Tax

Register by July 31 for the best savings! OATC members, use your discount code to save an additional $40.

WHEN: October 19 and 20, 2016 8:00 am - 5:00 pm
WHERE: Holiday Inn
25425 SW 95th Ave., Wilsonville, OR (MAP)
      Reserve Room by 10/10/2016
      Single or Double: $104+ Tax
      Call to Reserve: (503) 682-2211 (Ask for OATC Group Rate)
COST: Register between 8/1 and 9/30:        one day $215       both days $315
Register between 10/1 and 10/18:   one day $240       both days $340
Register at the door:                            one day $290       both days $390

$40 Discount Available for OATC Members.
(Please contact the OATC office if you have misplaced the discount code.)
Continental Breakfast & Lunch Included each day

TO REGISTER: CLICK HERE to download a more detailed seminar brochure/registration form
CLICK HERE to register online.


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SAVE THE DATE! CLICK to download information about OATC's 2017 Convention at the Oregon Gardens!


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  • OATC Tax Preparer Scholarship Available – Do you know someone who wants to be a Tax Preparer, but may not have the necessary financial resources? There is a scholarship offered by the Oregon Association of Tax Consultants to help someone in financial need prepare for and take the state licensing test. For more information, call Linda Musson at the OATC office 503-726-0100.

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Do You Speak A Language Other Than English?

from an email sent by the Board of Tax Practitioners

Dear Licensees,

The Board of Tax Practitioners often receives calls from consumers asking if we know of a tax preparation business that offers services in languages other than English. The Agency is developing a list of tax preparation businesses that offer such services.
If your business offers tax preparation services in other languages, and you would like to be included on this list, please provide the following information:

  • Name of the business
  • City the business is located
  • Contact person
  • Telephone number of business

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Description of Our Territory

OATC is the parent organization of all Oregon regional chapters.

Contact Information

Mailing Address     3075 SE Century Blvd., Ste 110,
Hillsboro, OR 97123
Phone     503-726-0100
FAX     503-726-0101
Email     director@oatc-oregon.org

Oregon Association of Tax Consultants Board Members and Committees
Contact Phone
Beverley J. Diercks

1st Vice President
Contact Phone
Dave Kim

2nd Vice President
Contact Phone
Debra A. Mc Kinney

3rd Vice President
Contact Phone
Patricia A. Logan
(503) 644-4949

Contact Phone
Cathy A. Johnson

Contact Phone
Lee Reams
(541) 607-5052

Newsletter Editor
Contact Phone
Robert H. Betts
(503) 780-4143

Contact Phone
Linda D. Keast
(503) 318-5066

State Board Rep.
Contact Phone
Vickie D. Hull

ODR Liaison
Contact Phone
Brenda S. Baze
(541) 990-1317

IRS Liaison
Contact Phone
Dale Marino

Legislation Comm.
Contact Phone
Currently Vacant

Membership Comm.
Contact Phone
Currently Vacant

Awards Committee
Contact Phone
Averitt Giddings

Building Committee
Contact Phone
Linda K. Musson
(503) 726-0100

Group Svcs Committee
Contact Phone
Linda K. Musson
(503) 726-0100

Past President
Contact Phone
Vickie L. Baker

Scholarship Comm.
Contact Phone
Linda K. Musson
(503) 726-0100

Executive Director
Contact Phone
Linda K. Musson
(503) 726-0100

Education Committee
Contact Phone
Susan L. High

Budget/Acct Committee
Contact Phone
Lee Reams
(541) 607-5052

What? Some of these fields are out-of-date?

An authorized chapter member who knows the chapter-specific password can click on the Administer Chapter Info link in the menu on the left to go to a maintenance screen.

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