OATC Portland Chapter Home Page

June-July 2014
OATC Oregon News

CLICK to open a copy of the June-July 2014 OATC newsletter in a new browser window

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

State Links

July 2014 Edition

Links to all Personal Income Tax Publications

Online copy of the 2013 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

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

Online copy of 2013 IRS Publication 17 "Your Federal Income Tax"

Pub. 4255: IRS Tax Help Directory

Pub. 509: Tax Calendars for use in 2014

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 8/3/14 by or in the name of Dale Marino

Your AUGUST 2014 Chapter Newsletter is now posted in our newsletter library.

Planning for our Fall Seminar is nearing completion -- be sure to reserve Nov 7-8 for some excellent education. I need some volunteers to help organize the event -- please let me know if you can help.

At our August 12th, Steve Martino will present on the topics of "Filing Statuses and Personal and Dependency Exemptions".

IRS Approved Continuing Education Provider
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. 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

Newsletter Editor
Contact Phone
Valerie A Vann

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

Membership Comm.
Contact Phone
John C. Burke

JACKSON COUNTY OATC SEMINAR: Cancellation of Debt (6 hrs CPE)

Jackson Co. Seminar: Cancellation of Debt

Jackson Co. OATC brings you CPA Peter Bunce speaking on Cancellation of Debt. 6 hours of CE and good education for just $75 (OATC jembers) or $95 (non-members)! Pre-printed books available for an additional $15.

WHEN:  Friday, August 22, 2014 9:00 am - 4:00 pm
WHERE: Scottish Rite Temple (map)
               3581 Lear Way
               Medford, OR 97504

This example-heavy course explores the multi-faceted topic of cancellation of debt for individuals and businesses. Topics discussed include proper treatment and reporting of foreclosures, short-sales, income reported on forms 1099-C and 1099-A, and preparation of Form 982 among others. Income exclusions related to qualified principal residence indebtedness, qualified real-property business indebtedness, bankruptcy and insolvency will be reviewed with real-life examples.

CLICK HERE to register now.

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2014 Basics and Beyond

2014 OATC Basics and Beyond Seminar:
Pathway to Understanding Circular 230 and Ethics (6 hrs CPE)

Popular speaker Maddy Gaoiran, EA, LTC will present a comprehensive overview of Circular 230, including:

  • OPR's Vision and Mission
  • Circular 230 Laws for Tax Preparers
  • Engagement Letters
  • New Circular 230 Proposals
  • Disciplinary Laws
  • Due Process Penalties and
  • Standards for Tax Preparers

Worksheets and examples will be included for your use.

Registration fee:

  • $120 through 8/31/14, $135 after 8/31/14
  • $40 OATC Member Discount Available!
  • Does not include lunch

CLICK HERE to download the Seminar Brochure.
CLICK HERE to register online now.

Date Location
Clackamas Community College Wilsonville Training Center
29353 SW Town Center Loop
Wilsonville, OR
Contact: Jim Verrastro   503-799-1198
Wed, Sept 10

Springfield Elks Lodge
1701 Centennial Blvd.
Springfield, OR
Contact: DeeDee Pigeon  541-726-4704

Fri, Sept 12 ASHLAND
Masonic Lodge
570 Clover Lane
Ashland, OR
Contact: Wayne Underhill   541-826-4308
Washington Federal Conference Center
5215 S. 6th St.
Klamath Falls, OR
Contact: Jeff Linders   541-884-8822
Mon, Sept 15 BEND
Red Lion Inn
1415 NE Third St.
Bend, OR
Contact: Kristi Dummitt   541-475-2259
Wed, Sept 17 LA GRANDE
Island City Hall
10605 Island Avenue
La Grande, OR
Contact: Cathy Johnson   541-398- 1529
Fri, Sept 19 BEAVERTON
Double Tree by Hilton Hotel
15402 NW Cornell Rd.
Beaverton, OR
Contact: Monique Huynh  503-646-7183
Sat, Sept 20 GRESHAM
Mt. Hood Community College
Room 1001
26000 SE Stark Street (off Parking Lot A)
Gresham, OR
Contact: Rick Davey  503-666-7909


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Orange Leaf


The Portland Chapter OATC Fall Seminarl features well-known speakers David L. Mellem, EA and Mary R. Mellem, EA.

WHEN:  Friday, November 7
             Saturday, November 8

David and Mary prepare approximately 1,200 tax returns for individuals, corporations, partnerships, estates, and trusts. 2014 represents David's 36th year and Mary's 30th year of income tax preparation. They are the partners of Ashwaubenon Tax Professionals.

Tentative Schedule

  • Friday, November 7, 2014
    Schedule K-1 (S Corp, Partnership, Trust, Estate) and Basis – 3 hours
    Corporation Liquidation – 4 hours
  • Saturday, November 8, 2014
    Schedule A Nuances – 2 hours
    HSA – 1 hour
    Elections – 2 hours
    Net Operating Losses – 2 hours

In addition to teaching tax seminars and preparing tax returns, David and Mary provide research/consulting services for Federal tax matters and ghost write full or partial tax returns when fellow tax professionals get stumped.

David and Mary are tax references for many journalists including cnnmoney.com and wallstreetjournalonline.com. They have been quoted in various newspapers around the country and have published articles in NATP's Tax Practitioner Journal and NAEA's EAJournal. David has been a guest panelist on the Tax Talk Today show sponsored by NAEA. They are both members of NATP, NAEA and Fellows of NTPI. David is the past editor of the NAEA EAJournal and Mary has written the Client Newsletter for the NAEA EAJournal.


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Internal Revenue Service


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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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