OATC Portland Chapter Home Page

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July 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.

Tax Year 2015 Group Services Order

CLICK to open the 2015 Group Services Order Form in a new browser window

Submit late orders
directly the OATC Office

Federal / IRS Links

January 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.

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Bulletin for Portland Members

Posted on 7/9/2016 by or in the name of Valerie Vann

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

Education on July 12 will be on Tax Treatment of Ride Sharing Services, with speaker Terry O. Bakker, EA, LTC. You'll find the link to the outline for this class in the Library as well.

Non-members are welcome to browse our Public Access Library

Dale Marino retired as Portland Chapter President effective July 1st. At the present time there is no one holding the position of president for the chapter.

Dale has served the chapter for 6 years having increased membership, improved the chapter finances and ensured quality education for the members. He has attended ODR and State Board meeting and acted as OATC liaison to help keep the membership informed and to bring to the attention of the government representatives practitioner concerns. The membership owes a huge debt of thanks for what he has given this chapter.

We now have John Bell as VP in charge of education, Kathryn Hryciw as treasurer, John Burke as temporary secretary, and myself as newsletter editor. You can contact any of us if you would consider giving any time to the chapter to be one of the officers that need to be filled. If you donít want to be an officer, we can use any help that you can offer. Our membersí education will still be the primary goal of our chapter and WE WILL DEFINITELY need your help. Please consider making a commitment to us so your educational options will remain at a reasonable cost.

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

You're invited to Rendezvous 2016!

Rendezvous 2016
(up to 12 credit hours)

August 11-12, 2016

Judi KrussowThe Blue Mountain Chapter of Oregon Association of Tax Consultants is once again bringing you an amazing 2-day seminar featuring speaker Judi Krussow.


  • Intro to Tax Consequences of Death
  • Types of Trusts: Simple, Complex, Charitable Remainder and Grantor
  • Documents: Pourover Will, Contingent Trust/Single, Revocable Living Trust Agreement
  • Overview of OR706: When to file, $1M Filing Requirement, Assets of an Estate


  • Estate/Trust's Income Tax Return: Income, Expenses, DNI, Accounting Income
  • Form 1041: Tax Return/Filled in Forms, Problem, Answers
  • Sample Forms & Documents
WHEN: August 11-12, 2016
WHERE: Island City Hall
10605 Island Avenue
Island City, OR 97850
COST: Member:         one day $125       both days $190
Nonmember:   one day $175       both days $245
add $15 if postmarked after 8/2/16
Delicious buffet lunch included each day
TO REGISTER: CLICK HERE to download the registration form

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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
Scottish Rite Temple
3581 Lear Way   Medford, OR 97504
Wayne Underhill
La Quinta Inn & Suites
155 Day Island Road   Eugene, OR
Lee Reams

Comfort Inn and Suites
62065 27th Street   Bend, OR
Kathryn Scott
Blue Mountain Community College
Morrow Hall, Room M-7
2411 NW Carden Avenue   Pendleton, OR
Cathy Johnson
St. Rita Catholic Church
Education Hall (Behind Main Sanctuary)
10029 NE Prescott Street   Portland OR
John Bell
Clackamas Community College
Wilsonville Training Center
29353 Town Center Loop E   Wilsonville, OR
Lind Mizar
COST: Register by 9/2:              $120.00
Register after 9/2:           $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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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

Register by July 31 for the best savings! 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 by 7/31:                                  one day $190       both days $290
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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22nd Annual Oregon Small Business Fair

September 17, 2016

Small Business Fair - Sept 17, 2016

We hope you'll join us at the 22nd Annual Oregon Small Business Fair on September 17th – we'll have a booth, and our own Dale Marino will be one of the speakers!

The Oregon Small Business Fair is an all-day FREE event presented by loaned executives from city, county, state, federal and academic entities. Objective information is provided in a non-selling atmosphere to assist existing, new and start-up entrepreneurs with their business questions and problems. It is the one time all year that organizations that serve small business get together in one place on one day to make free information and workshops available to help small businesses succeed.

WHEN: September 17, 2016    8:30 am - 2:30 pm
WHERE: Warner Pacific College
2219 SE 68th
Portland, OR 97215 (map)
CLICK HERE to register now.
SCHEDULE: CLICK HERE for a .pdf schedule of workshops and speakers

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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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