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2014 IRS/Tax Practitioners Forum on Oct 31 at the Oregon Convention Center. Earn 8 hours CPE. CLICK to open the event brochure.

Friday, October 31
Portland, OR



GROUP SERVICES ORDER

CLICK to open the 2014 Group Services Order Form in a new browser window

June-July 2014
OATC Oregon News

CLICK to open a copy of the June-July 2014 OATC newsletter in a new browser window

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



State Links

July 2014 Edition

Links to all Personal Income Tax Publications

Online copy of the 2013 Oregon Department of Revenue Publication 17-1/2 "Individual Income Tax Guide"

Oregon State Board of Tax Practitioners Web site

State of Oregon Corporation Division

Oregon Taxpayer Advocacy Rep.

Sign Up for the ODR Revenews Email list...

ODR Tax Practitioner Liaison (TPL) Meetings learn more...


Federal / IRS Links

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

Online copy of 2013 IRS Publication 17 "Your Federal Income Tax"

Pub. 4255: IRS Tax Help Directory

Pub. 509: Tax Calendars for use in 2014

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 2014 SUPER STAR SEMINAR (8 or 16 hrs CPE)

Registration is now open for OATC's 2014 Super Star Seminar this November 5-6 at the Portland Airport Holiday Inn Conference Center!

WHEN:
November 5
8:00 am - 5:00 pm
New Repair Regulations - Michael Gordon
Decedents; Bankruptcy, Q&A Session- Jeff Wong

November 6
8:00 am - 5:00 pm

Death and Taxes - Claudia Hill
Join us at the OATC Super Star Seminar this November 5-6, 2014

WHERE:    Holiday Inn Portland Airport
                 8439 NE Columbia Blvd., Portland, OR
                   (Group rate available - see brochure for details)

Early registration pricing ends November 2.
$30 discount available for OATC Members!

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Orange Leaf

PORTLAND CHAPTER OATC 2-DAY FALL SEMINAR (14 hrs CPE)

The Portland Chapter OATC Fall Seminar features well-known speakers David L. Mellem, EA and Mary R. Mellem, EA.

WHEN:  Friday, November 7
             Saturday, November 8

WHERE: Holiday Inn - Portland Airport
              8439 NE Columbia Blvd    Portland, OR

David and Mary prepare approximately 1,200 tax returns for individuals, corporations, partnerships, estates, and trusts. 2014 represents David's 36th year and Mary's 30th year of income tax preparation. They are the partners of Ashwaubenon Tax Professionals.

Tentative Schedule

  • Friday, November 7, 2014
    Schedule K-1 (S Corp, Partnership, Trust, Estate) and Basis – 3 hours
    Corporation Liquidation – 4 hours
  • Saturday, November 8, 2014
    Schedule A Nuances – 2 hours
    HSA – 1 hour
    Elections – 2 hours
    Net Operating Losses – 2 hours

In addition to teaching tax seminars and preparing tax returns, David and Mary provide research/consulting services for Federal tax matters and ghost write full or partial tax returns when fellow tax professionals get stumped.

David and Mary are tax references for many journalists including cnnmoney.com and wallstreetjournalonline.com. They have been quoted in various newspapers around the country and have published articles in NATP's Tax Practitioner Journal and NAEA's EAJournal. David has been a guest panelist on the Tax Talk Today show sponsored by NAEA. They are both members of NATP, NAEA and Fellows of NTPI. David is the past editor of the NAEA EAJournal and Mary has written the Client Newsletter for the NAEA EAJournal.

CLICK HERE to download the event brochure and registration materials.

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CLICK to download the 2014 OATC Group Services Order Form

 

 

2014 OATC Group Services Order Form

Submit to chapter representatives by Oct 31

Click on the image to the right to open a .pdf copy of the nine page order form in a new browser window – print, complete, and submit to your chapter representative (listed on the last page) by October 31.

Non-members, remember to add 20% to your total.

Questions? Contact the OATC Office at

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Lane County Fall Seminar

LANE COUNTY FALL SEMINAR (6 hrs CPE)

The Lane County Chapter of OATC invites you to their 2014 Fall Seminar: 1041 ESTATES/TRUSTS featuring speaker Judi Krussow, EA, LTC.

WHEN:  Friday, November 14, 2014
              9:00 am - 4:00 pm
WHERE:Springfield Elks Lodge #2145
               1701 Centennial Blvd    Springfield, OR 97477

Topics will include:

  • Introduction to Tax Consequences of Death
  • Estate/Trust's Income Tax Return
  • Form 1041
  • Income/Expenses, Distributable Net & Accounting IncomeĀ 

Registration Fees (payable by check, or by credit card at the door):

  • Current OATC member $40
  • Non-OATC member $80
  • Optional lunch $10.00

CLICK HERE to register online now.

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OATC Mid-Willamette Chapter Seminar: Partnerships (6 hrs CPE)

OATC Mid-Willamette Chapter invites you to learn learning the ins and outs of Partnerships with speaker Selene Petersen CPA/PFS. Selene is a shareholder with the firm Young and Meyers, P.C. since January 2000. As well as, a partner in Henry, Petersen, Berry & Quigley, LLP, CPAs since January 2013.

Partnership: Nov 15, 2014  in AlbanyWHEN:  Saturday, November 15, 2014
               9:00 am - 4:00 pm
WHERE:   Albany Eagles
                 127 Broadalbin St
                  Albany, OR 97321

Topics will include:

  • Partnerships Basics
  • Is a Partnership the Best Choice
  • Schedule B
  • Operating Agreement
  • Pass through Items
  • Termination
  • Conversion to LLC
  • Tax Planning

Registration Fees:

  • Current OATC member   $50
  • Non-OATC member   $75
  • Register/Postmark after Nov. 10th add $20

CLICK HERE to download the event brochure.

CLICK HERE to register online now.

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Blue Mountain Chapter OATCOATC Blue Mountain Chapter Seminar
THE AFFORDABLE CARE ACT 2014:
HOW TO APPLY THE ACA TO TAX RETURNS (6 hrs CPE)

This class will discuss the massive legislation known as the Affordable Care Act. It will introduce you to Form 1095, Form 8962, and Form 8965. Speaker Cathy Johnson, EA LTC will explore which taxpayers are subject to the individual shared responsibility provision, examine the information individuals will be receiving from the exchanges, insurance companies and the employers, and learn the application of these provisions to the Form 1040.

The class will be offered three times in three different locations:

WHEN:  Wednesday, November 19, 2014               9:00 am - 4:00 pm
WHERE:   175 Hwy 82    Lostine, Oregon

WHEN:  Friday, November 21, 2014               9:00 am - 4:00 pm
WHERE:   OTEC Building    4005 23rd St.     Baker City Oregon

WHEN:  Saturday, November 22, 2014               9:00 am - 4:00 pm
WHERE:   Blue Mountain Community College    975 SE Columbia Dr.    Hermiston, Oregon

Registration Fees:

  • OATC Blue Mountain Chapter Member $15
  • Other OATC members   $50
  • Non-OATC member   $120

CLICK HERE to download registration materials.

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FROM THE OATC EXECUTIVE DIRECTOR

  • 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 SW 234th Ave., Suite 110,
Hillsboro, OR 97123
Phone     503-726-0100
1-800-478-4943
FAX     503-726-0101
Email     director@oatc-oregon.org

Oregon Association of Tax Consultants Board Members and Committees
President
Contact Phone
Email
Vickie L. Baker
541-885-2170

1st Vice President
Contact Phone
Email
Beverley J. Diercks
503-394-2788

2nd Vice President
Contact Phone
Email
Kirkwood W. Donavin
(541) 485-8581

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

Secretary
Contact Phone
Email
Cathy A. Johnson
541-569-2272

Treasurer
Contact Phone
Email
David L. Kiser
(541) 899-7680

Newsletter Editor
Contact Phone
Email
Susan L. High
503-655-3737

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

State Board Rep.
Contact Phone
Email
Vickie D. Hull
503-472-8020

Scholarship Comm.
Contact Phone
Email
Nolan A Geraths
503-769-7137

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

Budget/Acct Committee
Contact Phone
Email
David L. Kiser
(541) 899-7680

Awards Committee
Contact Phone
Email
Nolan A Geraths
503-769-7137

Education Committee
Contact Phone
Email
Susan L. High
503-655-3737

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

Past President
Contact Phone
Email
Vickie D. Hull
503-472-8020

SOP Committee
Contact Phone
Email
Debra A. Mc Kinney


Membership Comm.
Contact Phone
Email
Currently Vacant


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

Education Committee
Contact Phone
Email
Kari Denison Lasswell
(541) 258-4829

IRS Liaison
Contact Phone
Email
Dale Marino
503-239-4716

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

Legislation Comm.
Contact Phone
Email
Daniel O. Stearns
(503) 428-1591

Bylaws Committee
Contact Phone
Email
Debra A. Mc Kinney



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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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