OATC Portland Chapter Home Page



Open renewal period for Tax Preparers is from August 15, 2015 to September 30, 2016. Be aware that beginning in 2016, the Oregon Board of Tax Practitioners will no longer be mailing out renewal notices.

NEW: Classified Ad Space Now Available

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GEAR UP - Matt Brumage, Senior CPE Specialist 888.677.8559, matt. brumage@tr.com; Simple, Easy, Direct, Personal Service; Call me direcct and mention you are with the OATC to get 15% off Gear Up print, video, audio and CD-ROM material. Checkpoint Learning. Thomson Reuters

August 2016
OATC Oregon News

CLICK to go to the Members Only section – the newsletter is in the Members Only Full Newsletter Library

Now available in the Members Only section of the Web site.

Federal / IRS Links

July 13, 2016
IRS / Practitioner Liaison Meeting Minutes

PTIN Enrollment now open. CLICK to learn more

ACA Information Center for Tax Professionals. CLICK to learn more

Basic Tools for Tax Professionals - Information You Need to File Returns for Your Clients

NEW! 2015 IRS Publication 17 "Your Federal Income Tax"

Pub. 4255: IRS Tax Help Directory

Pub. 509: Tax Calendars for use in 2016

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 8/4/2016 by or in the name of Valerie Vann

Your September 2016 Chapter Newsletter is now posted in our Members Only newsletter library.

Non-members are welcome to browse our Public Access Library

September 13, 2016 Education:
Circular 230: The Ethical Guide
Speaker: Shelli R Huston, CPA, MS

Shelli is returning this year giving us our annual Ethics two-hour session. Review what’s new in this required topic for all tax preparers. She is a National Speaker for Global CPE and it qualifies for both Federal and Oregon Ethic Requirements.

October 11, 2016 Education:
Speaker: Tammy Witten, Mortgage Banker
Guild Mortgage Company

What’s TILA-RESPA concerning real estate closing statements. These rules became final October 3, 2015 and are effective in 2016. There are now new rules for real property sales and refinance real estate loans. 2 hours for PTIN and Oregon CPE.

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. No meetings in February and April. 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
Vice President
Contact Phone
John S. Bell
(503) 626-8299

Contact Phone
John C. Burke

Contact Phone
Kathryn L. Hryciw
(503) 757-1196

Newsletter Editor
Contact Phone
Valerie A Vann

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

OATC 2016 Basics and Beyond Seminar (6 hours CPE)

September 17 through 26, 2015 throughout Oregon

OATC is proud to bring you Michael A. Gordon, CPA, who will be speaking on Partnerships and LLCs - The Basics.

  • Mike will make extensive use of long and clear examples to take us through a myriad of partnership issues that, in his experience, cause problems. He will take us through the Basics of initial formation problems, calculating basis, K-1 reporting (and how to read those silly K-1s), IRS required supplemental schedules required to be filed with K-1s, inside basis versus outside basis, guaranteed payments, and more.
  • Mike will address the all-too-common problems faced when people put in differing amounts at the outset (or one puts in nothing and wants to be a 50/50 partner!)
  • Last, but not least, Mike will launch us on a thrilling journey through the forms themselves.

Michael A Gordon, CPA, LLC.

About the Speaker

Michael Gordon is a CPA based in Coos Bay, Oregon. He spends three months each year traveling around the country teaching tax seminars to thousands of tax practitioners. Mike is a part of a nationally recognized seminar organization, Gear Up, that holds tax seminars in every state. These are some of the largest and most attended seminars in the tax industry. Learn more about him on his website, Michael A Gordon, CPA, LLC. Not Your Basic Bean Counter.

Date Location Local Contact
Clackamas Community College
Wilsonville Training Center
29353 Town Center Loop E   Wilsonville, OR
Jim Verrastro
COST:  $135.00

$40 Discount Available for OATC Members.
(Please contact the OATC office if you have misplaced the discount code.)

Seminar Handout Materials will be emailed to pre-registered attendees. If you prefer to receive a printed handout, you may order one when registering for an additional $10.00 printing fee.

TO REGISTER: CLICK HERE for the seminar brochure.
CLICK HERE to register online now.

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IRS LogoImportant Update for e-Services Users

Submitted by Brian Wozniak, IRS SB/SE CSO

The IRS is committed to protecting taxpayer and tax preparer information and maintaining the security of its systems. As part of that effort, the IRS is strengthening the identity validating process used to access certain self-help tools on IRS.gov.

Starting late October – October 24 is the target date – e-services users will be required to re-register using the Secure Access authentication process. Users must validate their identities through this process before they can access their accounts.

All e-services users will be affected by this change. Those who use e-services for TIN Matching only also must re-register. However, because there is no exchange of sensitive data, TIN Matching will use a more streamlined process.

For details, please see: Important Update for Your e-services Account.

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2016 Super Star Seminar2016 Super Star Seminar (up to 16 hours CPE)

October 19-20, 2016

OATC is proud to bring you Clint Bentz, CPA, CMA for our annual two-day seminar in Wilsonville this October. The topics this year are Fiduciary Income Taxation and Estate, Gift and Generation-Skipping Tax.


  • Trust Planning Fundamentals
  • Income Taxes for Trusts
  • Complex Trust Issues and Elections
  • Estate Trusts


  • Overview of Estate and Gift Tax System
  • The Federal Gift Tax System
  • The Federal Estate Tax System
  • The Oregon Estate Tax System
  • Generation-Skipping Transfer Tax

OATC members, use your discount code to save an additional $40.

WHEN: October 19 and 20, 2016 8:00 am - 5:00 pm
WHERE: Holiday Inn
25425 SW 95th Ave., Wilsonville, OR (MAP)
      Reserve Room by 10/10/2016
      Single or Double: $104+ Tax
      Call to Reserve: (503) 682-2211 (Ask for OATC Group Rate)
COST: Register between 8/1 and 9/30:        one day $215       both days $315
Register between 10/1 and 10/18:   one day $240       both days $340
Register at the door:                            one day $290       both days $390

$40 Discount Available for OATC Members.
(Please contact the OATC office if you have misplaced the discount code.)
Continental Breakfast & Lunch Included each day

TO REGISTER: CLICK HERE to download a more detailed seminar brochure/registration form
CLICK HERE to register online.


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The 2016 IRS/Practitioners Forum
Monday, October 24, 2016
Oregon Convention Center Portland OR
CLICK to open the event brochure in a new browser window.

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Orange Leaf

OATC 2016 Special Seminar (6 hrs CPE)

OATC invites you to join them for a special, two-part seminar Dennie Wheeler, CPA this November in Albany:

Morning Session: Information Returns
This session will include a discussion on items such as:

  • What returns, such as Forms 1099 and W-2, are required and when are they due?
  • What serious monetary consequences can befall taxpayers and tax practitioners for not filing, incorrectly filing, or delinquently filing information returns?
  • How can tax practitioners simultaneously protect themselves and their clients from these potentially onerous costs, such as Oregon's full disallowance of deductions for personal service expenses and IRS's penalties of up to $500 per information return?
  • ...and much more.

Afternoon Session: Effects of Death, Estates, and Trusts on Form 1040 Preparation
This session will include a discussion on items such as:

  • How much income reported under a decedent's social security number on information returns (such as Forms 1099) should be included on his or her final 1040 and how much should be reported by his or her heirs, estate, or trust(s)?
  • How should basis of assets inherited from a decedent be determined?
  • Can community property laws affect basis of inherited assets, even for Oregon, which is not a community property state?
  • How could a tax practitioner end up being potentially liable for about $2,000,000 to heirs of a deceased client?
  • What information should a tax practitioner try to obtain from an individual client who inherits assets, in order to properly prepare the heir's Form 1040?
  • ...and much more!
WHEN: Monday, November 7, 2016    9:00 am - 4:00 pm
WHERE: Central Willamette Community Credit Union
7101 Supra Dr. SW
Albany, OR 97321
(Across from Linn-Benton Community College)
I-5 Exit 228 - West toward Corvallis - Follow Linn- Benton Community College signs
COST: Register by 10/15/2016:     $100
Register after 10/15/2016: $125
Printed Handout: $10
TO REGISTER: CLICK HERE to download a more detailed seminar brochure/registration form
CLICK HERE to register online.

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SAVE THE DATE! CLICK to download information about OATC's 2017 Convention at the Oregon Gardens!


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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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