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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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JACKSON COUNTY OATC SEMINAR:
THE BIG THREE (5 hrs CPE)

Jackson County OATC invites you to joing them for a 5 hour seminar featuring news from Oregon Department of Revenue, the Oregon State Board of Tax Practitioners, and the Internal Revenue Service! All your favorites in one place! 5 hours of CE. This is your chance to meet the people who can answer your questions. Lunch is included!

WHEN:   Thursday, September 25, 2014
                9:00 am - 3:30 pm
WHERE:     Inn at the Commons
                    200 N Riverside Avenue
                    Medford, Oregon 97501
REGISTRATION FEE: $25

Tentative Schedule:

09:00 - 11:00 Board Executive Session
09:00 - 11:00 IRS, John Blakeman

  • New Annual Filing Season Program (the new voluntary preparer compliance program)
  • ACA: the Premium Tax Credit
  • ACA: Individual Shared Responsibility Payment
  • Identity Theft
  • New Direct Deposit Rules for Electronic Refunds
  • OIC Prequalifier Tool
  • and more...
11:00 - 12:00 Board Public Session
12:00 - 1:30 Catered Lunch /Board meet and greet
1:30 - 3:30 ODR, William Minor

CLICK HERE to register online now

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OATC WILLAMETTE VALLEY SPECIAL EVENT (3-6 hrs CPE)

Westside, Tualatin Valley, Salem, and Mid-Willamette Chapters of OATC have joined together to bring you three to six hours of excellent education this Fall!

WHEN: Friday, October 24, 2014
WHERE: CLACKAMAS COMMUNITY COLLEGE
             WILSONVILLE TRAINING CENTER
              29353 SW Town Center Loop E
              Wilsonville, OR 97070

Morning Session:
   Farm Tax Issues - 3 hrs

   Speaker: Eric Arnoldus LTC

Afternoon Session:
   Affordable Care Act 2014 Update - 2 hrs
   Home Sale Rules - 1 hr

   Speaker: Cathy Johnson EA, LTC

Full Day - 6 hours (9 am - 4 pm)

  • OATC member - Sponsoring Chapters $50
  • Other OATC member $65
  • Non-OATC member $110
Half Day - 3 hours only
Morning Session Only (9 to 12)
Afternoon Session Only (1 to 4)
  • OATC member - Sponsoring Chapters $30
  • Other OATC member $40
  • Non-OATC member $80

CLICK HERE to download the registration form

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OATC NORTH COAST SPECIAL EVENT (8 hrs CPE)

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WHEN: Saturday, October 25, 2014
WHERE: Holiday Inn Express Hotel and Suites
                34 N Holladay Drive
                Seaside, OR 97110

Topics:

  • Farm Tax Issues - 3 hrs
       Speaker: Eric Arnoldus LTC
  • Affordable Care Act 2014 Update - 2 hrs
    Home Sale Rules - 1 hr

       Speaker: Cathy Johnson EA, LTC
  • Sweat the Small Stuff - 2 hrs
       Speaker: Rick Davey EA, LTC

Registration Fees:

  • Current OATC member $50
  • Non-OATC member $110
  • Register/postmark after Oct 20th add $25

CLICK HERE to download the registration form

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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.

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Orange Leaf

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

The Portland Chapter OATC Fall Seminarl 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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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

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

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


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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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