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

40th Annual OATC Convention

20 hrs State-approved CPE
18 hrs. Federal-approved CPE

June 21-23, 2012

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.

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2012 OATC Safety Net Class (6 hrs. CPE)

May 10-19, 2012

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. Our presenters are Peter Bunce, CPA, and Paul Svendsen, CPA/PFS ABV CVA.

Paul Svendsen
As President of both Axia Valuation LLC and Axia Wealth Management Inc., Paul Svendsen is a specialist in Business Valuation, having performed over 300 valuation assignments. A Certified Public Account, a Certified Valuation Analyst, and accreditation in both Business Valuation and as a Personal Financial Specialist, Mr. Svendsen has taught extensively in the areas of accounting, finance, and business valuation. Mr. Svendsen holds a Bachelor degree in Accounting and a Master degree in Business Administration, both from Portland State University and serves on the Board of Directors of the Central Oregon Council on Aging.

Peter Bunce
Peter Bunce is a CPA based in Bend, Oregon who specializes in complex tax and accounting issues for businesses and individuals. In addition to assisting clients with their compliance needs, Peter advises clients on strategic tax and business planning concepts, as well as assisting them with the preparation of financial statements. Outside of busy season he travels throughout Oregon lecturing at continuing education seminars on a variety of tax subjects.

Fee if registration/payment received before April 30, 2012:

• OATC Member   $80.00
• NATC Member $100.00
• Other                  $120.00

Add an additional $15.00 for registrations/payments received after April 30. CLICK HERE to register online now or CLICK HERE to download the registration brochure to fill out and submit by FAX or mail.

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2012 Basics and Beyond

September 6-22, 2012

Our annual Basics and Beyond Class has now been contracted with our presenter, Debra McKinney. The title of this year's class is "Capital Assets and Business Property Overview; Basis, Depreciation, and Disposition". Dates, locations, and hosting chapters are currently being decided – we'll update the table below as details are nailed down:

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2012 Super Star Seminar

October 24-25, 2012

We are pleased to announce that Super Star Seminar is scheduled for Wednesday, October 24 and Thursday, October 25, 2012 at Holiday Inn, Wilsonville, Oregon (map).

Our speaker for Wednesday will be Sam Peden. The title of his class is Dealing with the Collection Aspects of the Internal Revenue Service.

Thursday we will start with Brian Wozniak speaking about the latest information available from IRS. These topics will be new material available after August 1. Jeff Wong will teach the rest of the day. He has two subjects that he will cover, the first is called Ringside Seat at the Recession and the 2nd subject is Audit Representation.

Watch for more information in the next OATC Newsletter, at Convention and on our Web site as it is available. Mark your calendar now and the brochure will be available about Sept. 15.

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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

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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.

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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.

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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.