| Central Oregon Board Members and Committees | |
|---|---|
| President Contact Phone | Rae Ann Curtis 5413824551 |
| Vice President Contact Phone | Jo Dattke 5413822084 |
| Secretary Contact Phone | Robert Gemaehlich 541-475-2259 |
| Treasurer Contact Phone | John Bolen 541-388-4445 |
40th Annual OATC Convention
20 hrs State-approved CPE
18 hrs. Federal-approved CPE
June 21-23, 2012
The 2012 Convertion Committee invites you to join them for the 40th Annual OATC Convention in Florence Oregon at the Three Rivers Hotel and Casino this June 21-23 for quality education, delicious food, entertainment and networking with a great group of practitioners.
This year's speakers include Rick Davey, LTC, and Dennie Wheeler, CPA, as well as representatives from The Oregon Department of Revenue, the Board of Tax Service Practitioners, and the IRS.
CLICK HERE to download the registration brochure, which includes the schedule of events and information on the OATC discount rates for your hotel stay.
2012 OATC Safety Net Class (6 hrs. CPE)
May 10-19, 2012
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. Our presenters are Peter Bunce, CPA, and Paul Svendsen, CPA/PFS ABV CVA.
Paul Svendsen
As President of both Axia Valuation LLC and Axia Wealth Management Inc., Paul Svendsen is a specialist in Business Valuation, having performed over 300 valuation assignments. A Certified Public Account, a Certified Valuation Analyst, and accreditation in both Business Valuation and as a Personal Financial Specialist, Mr. Svendsen has taught extensively in the areas of accounting, finance, and business valuation. Mr. Svendsen holds a Bachelor degree in Accounting and a Master degree in Business Administration, both from Portland State University and serves on the Board of Directors of the Central Oregon Council on Aging.
Peter Bunce
Peter Bunce is a CPA based in Bend, Oregon who specializes in complex tax and accounting issues for businesses and individuals. In addition to assisting clients with their compliance needs, Peter advises clients on strategic tax and business planning concepts, as well as assisting them with the preparation of financial statements. Outside of busy season he travels throughout Oregon lecturing at continuing education seminars on a variety of tax subjects.
Fee if registration/payment received before April 30, 2012:
- OATC Member $80.00
- NATC Member $100.00
- Other $120.00
Add an additional $15.00 for registrations/payments received after April 30. CLICK HERE to register online now or CLICK HERE to download the registration brochure to fill out and submit by FAX or mail.
| DATE | PETER BUNCE | PAUL SVENDSEN |
|---|---|---|
| Fri, May 18 | Medford |
Pendleton St. Anthony's Hospital Auditorium 1601 SE Court St. Pendleton, OR Contact: Cathy Johnson (541) 569-2272 |
| Sat, May 19 | Klamath Falls Vineyard Fellowship Church 400 Klamath Avenue Klamath Falls, OR Contact: Vickie Baker (541) 885-2170 |
2012 Basics and Beyond
September 6-22, 2012
Our annual Basics and Beyond Class has now been contracted with our presenter, Debra McKinney. The title of this year's class is "Capital Assets and Business Property Overview; Basis, Depreciation, and Disposition". Dates, locations, and hosting chapters are currently being decided – we'll update the table below as details are nailed down:
| Date | Location |
|---|---|
| Thurs, Sept 6 | Eugene, OR |
| Sat, Sept 8 | Metro East Gresham, OR Host: Portland Chapter |
| Tues, Sept 11 | LaGrande, OR |
| Wed, Sept 12 | Ontario, OR |
| Fri, Sept 14 | Bend, OR |
| Tues, Sept 18 | Metro West Beaverton, OR Host: Westside Chapter |
| Thurs, Sept 20 | Metro South Wilsonville, OR Host: Tualatin Valley Chapter |
| Sat, Sept 22 | Medford, OR |
2012 Super Star Seminar
October 24-25, 2012
We are pleased to announce that Super Star Seminar is scheduled for Wednesday, October 24 and Thursday, October 25, 2012 at Holiday Inn, Wilsonville, Oregon (map).
Our speaker for Wednesday will be Sam Peden. The title of his class is Dealing with the Collection Aspects of the Internal Revenue Service.
Thursday we will start with Brian Wozniak speaking about the latest information available from IRS. These topics will be new material available after August 1. Jeff Wong will teach the rest of the day. He has two subjects that he will cover, the first is called Ringside Seat at the Recession and the 2nd subject is Audit Representation.
Watch for more information in the next OATC Newsletter, at Convention and on our Web site as it is available. Mark your calendar now and the brochure will be available about Sept. 15.
Just How Much CPE Do You Need?
The IRS oversees continuing education requirements for three categories of tax professionals:
- Enrolled Agents: 72 hours every three years (a minimum of 16 hours and 2 hours of ethics per year)
- Enrolled Retirement Plan Agents: 72 hours every three years ( a minimum of 16 hours and 2 hours of ethics per year)
- Registered Tax Return Preparers: 15 hours per year
- 2 hours of ethics
- 3 hours of federal tax law updates
- 10 hours of other federal tax law
Special Gear Up Offer for OATC Chapters
If an OATC Chapter wishes to put on a Gear Up, DVD-lead seminar for CPE credit there is a 10% discount available. In this case, each location that conducts this type of class, is required to purchase one video product (DVD of Live Seminar) PER LOCATION, and one Reference Manual/Exam product PER ATTENDEE. Remember, to receive the discount,you need to mention that you are an OATC member when placing that order. Call 800-231-1860.
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
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.
