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 9/2/14 by or in the name of Dale Marino

At our September 9th meeting, we will hear a presentation on "Office in Home" by Annette Saarinene EA LTC.
Your SEPTEMBER 2014 Chapter Newsletter is now posted in our newsletter library, along with the "Newsette", the abbreviated version which appears in our Public Library.

We are excited about our 2-day Fall Seminar (November 7-8) featuring David and Mary Mellem, EA. 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

See you at our regular meeting on August 9!

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

2014 Basics and Beyond

2014 OATC Basics and Beyond Seminar:
Interviewing with Circular 230 in Mind
+ Preventing and Preparing for IRS Audits
(6 hrs CPE)

During the month of September popular speaker Maddy Gaoiran, EA, LTC will cover two important topics at sites throughout Oregon:

  • Interviewing with Circular 230 in Mind
    A comprehensive overview of sections of Circular 230 dealing with interviewing, specific interviewing techniques, and changes in Circular 230 effective June, 2014.
  • Preventing and Preparing for IRS Audits
    A detailed overview of preparing for and
    representing clients in IRS audits, including
    ways to prevent audits, and much more

Registration fee:

  • $135 after 9/2/14
  • $40 OATC Member Discount Available!
  • Does not include lunch

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

Date Location
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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turning leaf

OATC Fall Special Event (3-6 hrs CPE)

Westside, Tualatin Valley, Salem, and Mid-Willamette Chapters of OATC have joined together to bring you three to six hours of excellent education this Fall!

WHEN: Friday, October 24, 2014
              29353 SW Town Center Loop E
              Wilsonville, OR 97070

Morning Session:
   Farm Tax Issues - 3 hrs

   Speaker: Eric Arnoldus LTC

Afternoon Session:
   Affordable Care Act 2014 Update - 2 hrs
   Home Sale Rules - 1 hr

   Speaker: Cathy Johnson EA, LTC

Full Day - 6 hours (9 am - 4 pm)

  • OATC member - Sponsoring Chapters $50
  • Other OATC member $65
  • Non-OATC member $110
Half Day - 3 hours only
Morning Session Only (9 to 12)
Afternoon Session Only (1 to 4)
  • OATC member - Sponsoring Chapters $30
  • Other OATC member $40
  • Non-OATC member $80

CLICK HERE to download the registration form

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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
WHERE: Holiday Inn - Portland Airport, 8439 NE Columbia Blvd Portland, OR

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.

CLICK HERE to download the event brochure and registration materials.

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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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