OATC Portland Chapter Home Page

Oct 23, 2015
Tax Practitioner Liaison Meeting

Salem, Oregon (2 hrs CPE)

June 17, 2015
IRS / Practitioner Liaison Meeting Minutes


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State Links

Links to all Personal Income Tax Publications

Online copy of the 2014 Oregon Department of Revenue Publication 17-1/2 "Individual Income Tax Guide"

Oregon State Board of Tax Practitioners Web site

State of Oregon Corporation Division

Oregon Taxpayer Advocacy Rep.

Sign Up for the ODR Revenews Email list...

ODR Tax Practitioner Liaison (TPL) Meetings learn more...

Federal / IRS Links

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

Online copy of 2014 IRS Publication 17 "Your Federal Income Tax"

Pub. 4255: IRS Tax Help Directory

Pub. 509: Tax Calendars for use in 2015

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 8/26/2015 by or in the name of Dale Marino

Your August 2015 Chapter Newsletter is now posted in our newsletter library.

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
Contact Phone
Dale Marino

Vice President
Contact Phone
John S. Bell
(503) 626-8299

Contact Phone
M. Joy Veloni
(503) 239-4716

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

Newsletter Editor
Contact Phone
Valerie A Vann

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

Membership Comm.
Contact Phone
John C. Burke

CLICK to download the schedule and registration materials for the 2015 Basics and Beyond Seminar

Basics and Beyond 2015
(6 hours CPE)


You are invited to join us for an informative seminar covering: "Business Hot Topics" presented by Shelli Huston, CPA, MS.

This course will cover several important business taxation topics, including:

  • Introduction to Net Operating Losses
  • Installment Sales
  • Like-Kind Exchanges (with emphasis on business autos)

Registration Fee: $135   Lunch not included.

NOTICE: OATC members in good standing are entitled to a $40 member discount by utilizing the "PROMO" Code which was included with your membership card when your OATC dues were paid. New members who joined during the past 12 months will be emailed the code.

CLICK to download the schedule and registration information for the 2015 Basics and Beyond Seminar

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Lane County Chapter 2015 Fall Seminar

Lane County 2015 Fall Seminar
(6 hrs CPE)

Lane County Chapter OATC brings you speaker Jayne Williams, EA, LTC, to present a day of education on Elder Foster Care and Dependent Care. Topics will include:

  • Calculation of Private vs State Pay
  • Taxable / Non-taxable
  • Deductible vs not deductible
  • and more!

CLICK HERE to download the registration form.

WHEN: Friday, September 25, 2015
9:00 am - 4:00 pm
WHERE: Moose Lodge
2011 Laura Street
Springfield, OR
FEE: OATC Member              $45.00
Non-Member                 $90.00
Late fee after Sept 15  $15.00
Lunch not included.
No state scrip accepted.

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OATC 2015 Super Star Seminar (8 hours CPE each day)

Oregon Association of Tax Consultants 2015 Super Star Seminar (16 hours CPE)
WHEN 8:00 am - 5:00 pm Tuesday, Oct 20 and Wednesday, Oct 21, 2015
WHERE  Holiday Inn, Wilsonville Oregon

TOPIC: S Corporations
FEATURED SPEAKER: Mark Pierce, Current National S Corp Technical Advisor

CLICK to download registration materials.

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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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