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July 2016
OATC Oregon News

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

Tax Year 2015 Group Services Order

CLICK to open the 2015 Group Services Order Form in a new browser window

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directly the OATC Office

State Links

NEW! Publication 17-1/2 - 2015 Oregon Individual Income Tax Guide

NEW! 2015 Oregon Income Tax Full-year Resident: Forms and Instructions

NEW! 2015 Oregon Income Tax Part-year Resident/Nonresident: Forms and Instructions

Oregon Department of Revenue Resources for Individuals

Oregon Department of Revenue Resources for Businesses

Oregon Deparment of Revenue Resources for Tax Professionals

Oregon State Board of Tax Practitioners Web site

State of Oregon Corporation Division

Oregon Taxpayer Advocacy Rep.

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Federal / IRS Links

January 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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You're invited to Rendezvous 2016!

Rendezvous 2016
(up to 12 credit hours)

August 11-12, 2016

The Blue Mountain Chapter of Oregon Association of Tax Consultants is once again bringing an amazing 2-day seminar featuring speaker Judi Krussow to the east side of Oregon,


  • Intro to Tax Consequences of Death
  • Types of Trusts: Simple, Complex, Charitable Remainder and Grantor
  • Documents: Pourover Will, Contingent Trust/Single, Revocable Living Trust Agreement
  • Overview of OR706: When to file, $1M Filing Requirement, Assets of an Estate


  • Estate/Trust's Income Tax Return: Income, Expenses, DNI, Accounting Income
  • Form 1041: Tax Return/Filled in Forms, Problem, Answers
  • Sample Forms & Documents
WHEN: August 11-12, 2016
WHERE: Island City Hall
10605 Island Avenue
Island City, OR 97850
COST: Member:         one day $125       both days $190
Nonmember: one day $175       both days $245
add $15 if postmarked after 8/2/16
Delicious buffet lunch included each day
TO REGISTER: CLICK HERE to download the registration form

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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 by 7/31:                                  one day $190       both days $290
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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22nd Annual Oregon Small Business Fair

September 17, 2016

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 have a booth, and our own Dale Marino will be 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. 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)
CLICK HERE to register now.
SCHEDULE: CLICK HERE for a .pdf schedule of workshops and speakers

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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

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

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

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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