Bulletin for Portland Members
Posted on 1/4/2012 by or in the name of Dale Marino
The January 2012 edition of The New Portland Chapter Newsletter is now posted in our Newsletter Library (link to the left).
NEXT MEETING JANUARY 12
At a special day, time, and place, our next chapter education meeting will be Thursday, January 12, from 7:00 PM to 9:00 PM in the basement of St. Rita Catholic Church, 10029 NE Prescott St., Portland. We will be meeting with the Columbia Unit of OSTC, the Mt. Hood Chapter of OATC, and WSTC.
The speaker, from the Oregon Department of Revenue, wants to address our concerns. If you have a question or topic you would like addressed, please e-mail to Dale Marino at PortlandPresident@oatc-oregon.org.
There will be no meeting on January 10th. If you go to Colonial Heights Presbyterian Church that night, you’ll be all alone...
Chapter Overview
The Portland Chapter serves the city of Portland and SW Washington. Educational meetings are held on the second Tuesday of most months at Colonial Heights Presbyterian Church, 2828 SE Stephens St., Portland, Oregon, from 6:30 PM to 8:30 PM. For those who prefer not to climb stairs, there is an elevator located in the lobby of the church building which goes to the level where our meeting room is located.
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 Ron Robar at the email address below.
Contact Information
| Phone | 503-239-4716
|
| Email | portlandPresident@oatc-oregon.org |
| Portland Board Members and Committees |
President
Contact Phone
Email | Dale Marino
503-239-4716
|
Vice President
Contact Phone
Email | John S. Bell
(503) 626-3342
|
Secretary
Contact Phone
Email | M. Joy Veloni
(503) 239-4716
|
Treasurer
Contact Phone
Email | Mary Manthey
|
Newsletter Editor
Contact Phone
Email | Steven G Martino
|
Webmaster
Contact Phone
Email | Linda D. Keast
503-318-5066
|
Job Bank
Contact Phone
Email | Ronald M. Robar
|
Membership Comm.
Contact Phone
Email | Dale M. Maley
503-233-0602
|
40th Annual OATC Convention
June 21-23, 2012
Register before March for a $25.00 Discount!
The 2012 Convertion Committee invites you to join them for the 40th Annual OATC Convention in Florence Oregon at the Three Rivers Hotel and Casino this June 21-23 for quality education, delicious food, entertainment and networking with a great group of practitioners.
This year's speakers include Rick Davey, LTC, and Dennie Wheeler, CPA, as well as representatives from The Oregon Department of Revenue, the Board of Tax Service Practitioners, and the IRS.
CLICK HERE to download the registration brochure, which includes the schedule of events and information on the OATC discount rates for your hotel stay.
Back to the top...
Just How Much CPE Do You Need?
The IRS oversees continuing education requirements for three categories of tax professionals:
- Enrolled Agents: 72 hours every three years (a minimum of 16 hours and 2 hours of ethics per year)
- Enrolled Retirement Plan Agents: 72 hours every three years (
a minimum of 16 hours and 2 hours of ethics per year)
- Registered Tax Return Preparers: 15 hours per year
- 2 hours of ethics
- 3 hours of federal tax law updates
- 10 hours of other federal tax law
All courses
must be obtained from IRS approved CE Providers. The list will be posted
here on the IRS Web site soon.
Back to the top...
Special Gear Up Offer for OATC Chapters
If an OATC Chapter wishes to put on a Gear Up, DVD-lead seminar for CPE credit there is a 10% discount available. In this case, each location that conducts this type of class, is required to purchase one video product (DVD of Live Seminar) PER LOCATION, and one Reference Manual/Exam product PER ATTENDEE. Remember, to receive the discount,you need to mention that you are an OATC member when placing that order. Call 800-231-1860.
Back to the top...
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
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
Back to the top...
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.
