Chapter Overview

The Mid-Willamette Chapter covers a rectangle on the west side of the state from Depoe Bay east to Detroit, south to McKenzie Bridge, and west to Waldport. Currently, our regular evening meetings are on the 2nd Thursday of the month at King Tin (1857 NW 9th) in Corvallis. During tax season we also hold a non-CE credit, round-table 7:00 am morning meetings on the 4th Thursday of the month through March. As always, you should check our Meeting/Education Schedule for variances.

OUR HISTORY

Our Chapter was formed in February 1977 about 5 years after the Association of Tax Consultants was formed and long before our organization became Oregon Association of Tax Consultants. It was a small group of about 13 members and they met in the member’s homes.

We have progressed over the years to a Chapter of over 80 members and meet January through April in Albany, May through August in Lebanon and September through December in Corvallis.

Our meetings are held in restaurants to give us the opportunity to enjoy a meal and conversation prior to our business meeting. We are a very diverse Chapter in having members from large firms as well as the single member firms. Our geographical area covers Linn, Benton and the Mid-Coast area from Waldport to Depoe Bay.

This past year we have invited the OSTC, Santiam Unit members to join us for meetings and education. It is working well and we all enjoy the networking opportunities.

Our Chapter provides at least 10 meetings per year with 2 hours of free education after the business meeting. We have a 6-hour seminar in the fall at a “break even cost”. Many years we will provide another 4-hour class at some time during the year.

While there are many of us “old timers” in our Chapter we are fortunate to have some younger members who are stepping up to the plate and taking strong leadership positions.

As you can tell, I am extremely proud of Mid-Willamette Chapter. They are a great group of people.

Written by: Beverley Diercks, OATC 2nd VP

Contact Information

40th Annual OATC Convention

June 21-23, 2012

Register before March for a $25.00 Discount!

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.

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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

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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.

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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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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.