Bulletin for Portland Members
Posted on 8/3/14 by or in the name of Dale Marino
Your AUGUST 2014 Chapter Newsletter is now posted in our newsletter library.
Planning for our Fall Seminar is nearing completion -- be sure to reserve Nov 7-8 for some excellent education. I need some volunteers to help organize the event -- please let me know if you can help.
At our August 12th, Steve Martino will present on the topics of "Filing Statuses and Personal and Dependency Exemptions".
Reminder: Only Portland Chapter members who are current with their membership dues will be issued a $10 education voucher with their CPE certificate...
The Portland Chapter serves the city of Portland and SW Washington. Educational meetings are held on the second Tuesday of most months in the Recreation Hall behind St Rita Catholic Church at 10029 NE Prescott St, Portland. We generally meet from 6:30 PM to 8:30 PM.
Each Portland Chapter member who attends the full monthly meeting will receive a $10 Education Reimbursement Voucher. When you register for a Portland Chapter sponsored seminar, send in your Voucher(s) in lieu of the portion of the payment they cover along with your registration form and the rest of the payment. Upon completion of an OATC State sponsored education event, you can receive a reimbursement by submitting the voucher(s) and a copy of the education CPE certificate to the Chapter Treasurer within 30 days. Any number of vouchers can be used for one education event.
The Portland Chapter maintains a job bank. If your tax office has a position available, or if you are looking for a position in a tax office, please contact Dale Marino at the email address below.
|Portland Board Members and Committees|
|John S. Bell|
|M. Joy Veloni|
|Kathryn L. Hryciw|
|Valerie A Vann|
|Linda D. Keast|
|John C. Burke|
2014 OATC Basics and Beyond Seminar:
Interviewing with Circular 230 in Mind
+ Preventing and Preparing for IRS Audits
(6 hrs CPE)
During the month of September popular speaker Maddy Gaoiran, EA, LTC will cover two important topics at sites throughout Oregon:
- Interviewing with Circular 230 in Mind
A comprehensive overview of sections of Circular 230 dealing with interviewing, specific interviewing techniques, and changes in Circular 230 effective June, 2014.
- Preventing and Preparing for IRS Audits
A detailed overview of preparing for and
representing clients in IRS audits, including
ways to prevent audits, and much more
- $120 through 9/2/14, $135 after 9/2/14
- $40 OATC Member Discount Available!
- Does not include lunch
CLICK HERE to download the Seminar Brochure.
CLICK HERE to register online now.
|Tues, Sept 9
Clackamas Community College Wilsonville Training Center
29353 SW Town Center Loop
Contact: Jim Verrastro 503-799-1198
|Wed, Sept 10
Springfield Elks Lodge
1701 Centennial Blvd.
Contact: DeeDee Pigeon 541-726-4704
|Fri, Sept 12
570 Clover Lane
Contact: Wayne Underhill 541-826-4308
|Sat, Sept 13
Washington Federal Conference Center
5215 S. 6th St.
Klamath Falls, OR
Contact: Jeff Linders 541-884-8822
|Mon, Sept 15
Red Lion Inn
1415 NE Third St.
Contact: Kristi Dummitt 541-475-2259
|Wed, Sept 17
Island City Hall
10605 Island Avenue
La Grande, OR
Contact: Cathy Johnson 541-398- 1529
|Fri, Sept 19
Double Tree by Hilton Hotel
15402 NW Cornell Rd.
Contact: Monique Huynh 503-646-7183
|Sat, Sept 20
Mt. Hood Community College
26000 SE Stark Street (off Parking Lot A)
Contact: Rick Davey 503-666-7909
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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
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.
- 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.
REGISTRATION MATERIALS WILL BE POSTED AS THEY BECOME AVAILABLE
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Do You Speak A Language Other Than English?
from an email sent by the Board of Tax Practitioners
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:
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- 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.