Tribute to Denny Purkey
Submitted by Eric Arnoldus
Cathy Johnson has agreed to devote the next OATC newsletter to Denny
Purkey. She is taking articles from anybody who wants to share how Denny
made an impact on our lives and the world. Bev and Linda, as usual, have
already gotten ahead of the game by writing something, which Cathy can
use as is, or expanded.
If you would like to write something about
Denny, please send it to Cathy at newsletter@oatc-oregon.org.
We'd like to have this be a very special issue, dedicated to our friend who
did so much for all of us. I believe a few pictures would be okay, although
I haven't asked Cathy yet. I'm sure she'll tell us if she can't use pictures.
Update on the IRS Return Preparer Review
Today (Jan. 4, 2010) the IRS announced the findings of the Return Preparer Review launched in the summer. The findings included proposed recommendations for increasing oversight of return preparers.
These findings and recommendations are the result of an open and transparent discussion of the issues with the tax return preparer community, the associated industry, consumer advocacy groups, and the American public.
After careful consideration of the input provided, the IRS believes that taxpayers, tax administration and the tax professional industry and related service providers will be better served through the implementation of a number of changes.
The recommendations are addressed in detail in the following documents, available online:
Please note that none of the changes are effective for the immediate filing season beginning January 2010.
We will publish extensive guidance on the new requirements in the months ahead. We are committed to helping the taxpayer community understand the new requirements and assisting return preparers comply with these new requirements. Additional information and guidance about the proposed regulations will be centralized on the IRS.gov Tax Professionals page throughout this effort.
The IRS thanks the hundreds of individuals and organizations who took part in this review and looks forward to a continuing productive relationship to implement the proposed recommendations.
2010 OATC CONVENTION: "A Whale of a Time"
The 2010 OATC Convention committee invites you to join us for the 38th Annual OATC Convention in Newport, Oregon, "The COAST YOU REMEMBER!" on June
23rd – June 26th, 2010 at the Hallmark Inn and Resort.
The Hallmark
Inn and Resort is located oceanfront at 744
SW Elizabeth in Newport. It overlooks the expansive Pacific
Ocean with the Yaquina Head Lighthouse to the north and the mouth of Yaquina
Bay to the South. The Resort is a full-service facility with the Oceanfront
Georgie’s Beachside Grill, an indoor swimming pool, spa and fitness room.
They also have a gift shop for your shopping pleasure. Nearby activities
include the Undersea Gardens, Ripley’s "Believe It or Not" and
the Wax Museum. There are shopping opportunities at Gift Shops, Art Galleries,
Gift Boutiques and more. Don’t forget to bring your swimsuits, kites, shovels
and pails to play on the beach.
We will be getting great education this year as we focus on several tax issues, such as, Estates and Gift Taxes, Investment Planning, 1031 Exchanges, Clergy & Missionary issues, IRS collections and offers, and our State Board will fill us in on licensing and regulations. And of course we won’t forget our education on Ethics.
For fun and recreation we have planned, a S'MORES party on the beach, a Karaoke evening for singers and just listeners, pinochle and bingo. Please come and join us for great education, great activities and just great people.
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Education on the High Seas 2010 (18-21 hours CPE)
The Portland Chapter of the OATC is hosting another education cruise. Holland America’s Mexican Riviera is a seven-day cruise from San Diego, California, which docks in Mazatlan, Puerta Vallarta, and the beautiful Cabo San Lucas. You will spend three full says at sea, allowing us 18 to 21 hours of education. (There will be no education on days while in port.)
The ship will leave San Diego at 5:00 pm on November
6, make port in Mazatlan, Puerta Vallarta, and Cabo San Lucas and then return to San Diego at 7:00 am on November
13.
The prices quoted at this time by Holland America are from:
- Inside Stateroom: 699.00 + 88.59 = 787.59
- Ocean veiw Stateroom: 849.00 + 88.59 =937.59
- Verandah Stateroom: 1,049.00 + 88.59 =1,137.59
- Superior Verandah Suite: 1,599.00 + 88.59 = 1,687.59
- Deluxe Verandah Suite: 2,149.00 + 88.59 = 2,237.59
If there is a special promotion prior to the due date of the final payments the group rates will automatically be reduced to those rates.
Airlines will be done by the individual. Currently United Air Lines is listing round trip fare from Portland to San Diego at $323.00. There will also be an education charge of $180.00 for members and $290.00 for non-members.
We are also still asking for volunteers to provide the
education. Those providing education will not be required to pay the education
fee. If you have questions contact Neil Gibson at 503-232-9050.
To make a reservation or to receive more information regarding fares, travel insurance or cancelation policies call Bradlee Haley, Holland America at 800-355-3017 ext. 29300. Our
group number is TP5 and our group name is OATC Group. You will be asked for the space you wish to reserve, a deposit, and any insurance you wish to include. Call today – Don’t miss out on this exciting adventure.
CLICK HERE to download
an information flyer for the November 2010 Education on the High Seas cruise.
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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.
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
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 | Eric Arnoldus
541-963-8304
|
1st Vice President
Contact Phone
Email | Susan High
503-655-3737
|
2nd Vice President
Contact Phone
Email | Beverley J Diercks
503-394-3510
|
3rd Vice President
Contact Phone
Email | Vickie L Baker
541-885-2170
|
Secretary
Contact Phone
Email | Cheryl L Brown
541-975-1850
|
Treasurer
Contact Phone
Email | Patricia A. Logan
(503) 644-4949
|
Immediate Past President
Contact Phone
Email | Denny J Purkey
(503) 620-3061
|
Newsletter Editor
Contact Phone
Email | Cathy A Johnson
541-569-2272
|
Webmaster
Contact Phone
Email | Linda D Keast
503-244-2060
|
State Board Rep.
Contact Phone
Email | Judith A Wilkins
503-777-5112
|
Executive Director
Contact Phone
Email | Linda K. Musson
(503) 726-0100
|
Education Committee
Contact Phone
Email | Vickie D Hull
503-472-8020
|
Bylaws Committee
Contact Phone
Email | Dena Burgess
541-889-5232
|
Budget/Acct Committee
Contact Phone
Email | Patricia A. Logan
(503) 644-4949
|
Scholarship Comm.
Contact Phone
Email | Nolan A Geraths
503-769-7137
|
Legislation Comm.
Contact Phone
Email | Gayle Gilmour
|
Association Liaison
Contact Phone
Email | Janis Salisbury
(503) 657-9251
|
Awards Committee
Contact Phone
Email | Liz Bridge
503-762-4543
|
2010 Conv. Committee
Contact Phone
Email | Lee Reams
541-607-5052
|
Past President
Contact Phone
Email | Denny J Purkey
(503) 620-3061
|
Accounts Payable
Contact Phone
Email | Patricia A. Logan
(503) 644-4949
|
IRS Liaison
Contact Phone
Email | Janis Salisbury
(503) 657-9251
|
ODR Liaison
Contact Phone
Email | Phyllis Hunt
503-463-9019
|
Awards Committee
Contact Phone
Email | Nolan A Geraths
503-769-7137
|
Building Committee
Contact Phone
Email | Linda K. Musson
(503) 726-0100
|
SOP Committee
Contact Phone
Email | Dena Burgess
541-889-5232
|
Group Svcs Committee
Contact Phone
Email | Linda K. Musson
(503) 726-0100
|
Officers Retreat
Contact Phone
Email | Vickie L Baker
541-885-2170
|
Nominating Committee
Contact Phone
Email | Denny J Purkey
(503) 620-3061
|
Sunshine Committee
Contact Phone
Email | Janice D Wyss
503-762-1432
|
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.
November 2009 Tax Board Bulletin
