OATC Portland Chapter Home Page

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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Bulletin for Portland Members

Posted on 7/1/14 by or in the name of Dale Marino

Your JULY 2014 Chapter Newsletter is now posted in our newsletter library.

I am working on our fall seminar. Tentative dates are November 7th and 8th. I am planning to fly in some national tax instructors. I need help deciding what topics from their list (see the last page of the newsletter) that you would like presented. We can have 6 or 7 CE hours each day for a total of about 12-14 hours.

Pick your favorite topics and mail this list back to me at: Dale Marino, OATC Portland Chapter Fall Seminar???, PO Box 66512, Portland, OR 97290.

See you at our next meeting on July 8th!

IRS Approved Continuing Education Provider
Reminder: Only Portland Chapter members who are current with their membership dues will be issued a $10 education voucher with their CPE certificate...

Chapter Overview

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.

Contact Information

Phone     503-239-4716
Email     portlandPresident@oatc-oregon.org

Portland Board Members and Committees
Contact Phone
Dale Marino

Vice President
Contact Phone
John S. Bell
(503) 626-8299

Contact Phone
M. Joy Veloni
(503) 239-4716

Contact Phone
Kathryn L. Hryciw

Newsletter Editor
Contact Phone
Valerie A Vann

Contact Phone
Linda D. Keast
(503) 318-5066

Membership Comm.
Contact Phone
John C. Burke

LANE COUNTY OATC SEMINAR: Partnerships (6 hrs CPE)

Lane County OATC Seminar: Partnerships August 15, 2014. Instructor: Selene Petersen CPA, PFS

WHEN: Friday, August 15   9:00 am - 4:00 pm

WHERE: Springfield Elks Lodge #2145   (map)
                1701 Centennial Blvd.
                Springfield, OR 97477

Selene Peterson, CPA, PFS, will present the following topics:

  • Partnership Basics
  • Is a Partnership the Best Choice
  • Schedule B
  • Operating Agreement
  • Pass-through Items
  • Termination
  • Conversion to LLC
  • Tax Planning

Selene Petersen is a shareholder with the firm Young and Meyers, P.C. since January 2000. As well as, a partner in
Henry, Petersen, Berry & Quigley, LLP, CPAs since January 2013. Her specialties are taxation, retirement, business consulting, estate and gift planning, QuickBooks, and financial statement preparation. She is also a Registered Investment Advisor. The investment firm manages individual, IRA and trust accounts.

CLICK HERE for registration materials.
Registration must be postmarked by August 10, 2014 otherwise additional $10.00 fee will apply at the door. Optional lunch is available for $10.00 must be designated at time of pre-registration.


JACKSON COUNTY OATC SEMINAR: Cancellation of Debt (6 hrs CPE)

Jackson Co. Seminar: Cancellation of Debt

Jackson Co. OATC brings you CPA Peter Bunce speaking on Cancellation of Debt. 6 hours of CE and good education for just $75 (OATC jembers) or $95 (non-members)! Pre-printed books available for an additional $15.

WHEN:  Friday, August 22, 2014 9:00 am - 4:00 pm
WHERE: Scottish Rite Temple (map)
               3581 Lear Way
               Medford, OR 97504

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.

CLICK HERE to register now.

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Internal Revenue Service


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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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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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