Bulletin for Portland Members
Posted on 05/02/2016 by or in the name of Dale Marino
Your May 2016 Chapter Newsletter is now posted in our Members Only newsletter library. Your ballot for the next term of Portland Chapter Officers is attached to your newsletter. Please mail by May 25th. My term as President is ending and I will not accept another term. Non-members are welcome to browse our Public Access Library
For our May meeting, we will have a surprise guest speaker.
Warning: many tax professionals are receiving suspicious emails from prospective
clients or other tax preparers. Some of these emails have an attachment. If you click on an attachment from someone that you do not know, you may be receiving a virus. So be aware and be safe. Safeguard your clients’ information.
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. 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.
|Portland Board Members and Committees|
|John S. Bell|
|M. Joy Veloni|
|Kathryn L. Hryciw|
|Valerie A Vann|
|Linda D. Keast|
|John C. Burke|
OATC 2016 Safety Net Seminar: "The Affordable Care Act" (6 hrs. CPE)
This spring the OATC brings you Shelli Huston, CPA, MS speaking on "The Affordable Care Act" and "Health Insurance and Medical Reporting".
Registration Fee: $120 ($40 Discount Available for OATC Members). We warmly invite non-members to take advantage of the ($40 off) member pricing by completing and submitting the membership application included with the registration brochure or downloaded HERE.
If you would like to have the handout materials in electronic form, please notify the OATC office. Lunch not included.
|May 7 (Saturday)
||OATC Office Conference Room
3075 SE Century Blvd., Suite 110
Contact: Jim Verrastro
|May 10 (Tuesday)
||Hilton Garden Inn
3528 Gateway Street
Contact: Lee Reams
|May 11 (Wednesday)
||Scottish Rite Temple
3581 Lear Way
Contact: Wayne Underhill
|May 12 (Thursday)
|| Washington Federal Conference Center
5215 S. 6th Street
Klamath Falls, OR
Contact: Vickie Baker
|May 14 (Saturday)
||Lebanon Senior Center
80 Tangent Street
Contact: Anne Aldrich
|May 16 (Monday)
||Clackamas Community College
Wilsonville Training Center
29353 Town Center Loop E
Contact: Lind Mizar
|May 18 (Wednesday)
10107 W. 1st Street
Island City, OR
Contact: Cathy Johnson
|May 20 (Friday)
||Red Lion Inn
1415 NE 3rd Street
Contact: Katie Scott
|May 21 (Saturday)
||Mt. Hood Community College, Room 1710*
26000 SE Stark Street (Off Pkg. Lot Y)
Contact: John Bell (503) 526-3327
OATC LANE COUNTY CHAPTER SPRING SEMINAR
Lane County Chapter invites all to their May 25, 2016 presentation on IRS, Oregon and Bureau of Labor & Industries
WHEN: May 25, 2016 8am - 5pm
WHERE: Hilton Garden Inn at Gateway, Springfield, OR
COST: $65.00 Members and Non-members. Includes lunch.
CLICK HERE to download the registration form. Register by May 15, 2016, after May 15, 2016 a late fee of $15 will apply. For more information, please contact DeeDee at (541) 726-4704
OATC 2016 ANNUAL CONVENTION:
FISHING THE BAY OF TAX FORMS (up to 26 hrs CPE)
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.
Back to the top...
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:
Back to the top...
- 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.