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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

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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LANE COUNTY OATC SEMINAR: Partnerships (6 hrs CPE)

Lane County OATC Seminar: Partnerships August 15, 2014. Instructor: Selene Petersen CPA, PFS

WHEN: Friday, August 15   9:00 am - 4:00 pm

WHERE: Springfield Elks Lodge #2145   (map)
                1701 Centennial Blvd.
                Springfield, OR 97477

Selene Peterson, CPA, PFS, will present the following topics:

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

Selene Petersen 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. Her specialties are taxation, retirement, business consulting, estate and gift planning, QuickBooks, and financial statement preparation. She is also a Registered Investment Advisor. The investment firm manages individual, IRA and trust accounts.

CLICK HERE for registration materials.
Registration must be postmarked by August 10, 2014 otherwise additional $10.00 fee will apply at the door. Optional lunch is available for $10.00 must be designated at time of pre-registration.

 


JACKSON COUNTY OATC SEMINAR: Cancellation of Debt (6 hrs CPE)

Jackson Co. Seminar: Cancellation of Debt

Jackson Co. OATC brings you CPA Peter Bunce speaking on Cancellation of Debt. 6 hours of CE and good education for just $75 (OATC jembers) or $95 (non-members)! Pre-printed books available for an additional $15.

WHEN:  Friday, August 22, 2014 9:00 am - 4:00 pm
WHERE: Scottish Rite Temple (map)
               3581 Lear Way
               Medford, OR 97504

This example-heavy course explores the multi-faceted topic of cancellation of debt for individuals and businesses. Topics discussed include proper treatment and reporting of foreclosures, short-sales, income reported on forms 1099-C and 1099-A, and preparation of Form 982 among others. Income exclusions related to qualified principal residence indebtedness, qualified real-property business indebtedness, bankruptcy and insolvency will be reviewed with real-life examples.

CLICK HERE to register now.

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Internal Revenue Service

FROM THE IRS

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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

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


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


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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