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!
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|
CANCELLED: July 25th ODR Tax Practitioner Liaison Meeting
The Oregon Department of Revenue usually meets with tax practitioners the fourth Friday of May, July, and October, and the first Friday in December at their ODR building in Salem. Facilitator Sophia Sakoff, Policy & Systems, has cancelled the July 25th meeting. The next meeting will be October 24, 2014.
These meetings are open to all tax practitioners, and provide an opportunity to exchange information. The minutes of the June 25th meeting are available in the OATC Public Library.
JACKSON COUNTY OATC SEMINAR: Cancellation of Debt (6 hrs CE)
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: 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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FROM THE IRS
- New 1023-EZ Form Makes Applying for 501(c)(3) Tax-Exempt Status Easier; Most Charities Qualify
IR-2014-77, July 1, 2014 — The IRS today introduced a new, shorter application form to help small charities apply for 501(c)(3) tax-exempt status more easily.
- Unused ITINS to Expire After Five Years; New Uniform Policy Eases Burden on Taxpayers, Protects ITIN Integrity
IR-2014-76, June 30, 2014 — Individual Taxpayer Identification Numbers (ITINs) will expire if not used on a federal income tax return for five consecutive years, the IRS announced. To give all interested parties time to adjust and allow the IRS to reprogram its systems, the IRS will not begin deactivating ITINs until 2016.
- Commissioner Koskinen on the Voluntary Return Preparer Education Program
June 26, 2014 — Commissioner John Koskinen delivers remarks to the press on the new Voluntary Return Preparer Education Program.
- New IRS Filing Season Program Unveiled for Tax Return Preparers
IR-2014-75, June 26, 2014 — The IRS announced that guidance will soon be issued outlining a new voluntary program designed to encourage education and filing season readiness for paid tax return preparers.
- IRS Unveils Filing Season Program for Tax Return Preparers, Answers Frequently Asked Questions
FS-2014-8, June 2014
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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
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.