OATC Portland Chapter Home Page

2014 IRS/Tax Practitioners Forum on Oct 31 at the Oregon Convention Center. Earn 8 hours CPE. CLICK to open the event brochure.

Friday, October 31
Portland, OR


CLICK to open the 2014 Group Services Order Form in a new browser window

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

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 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 10/6/14 by or in the name of Dale Marino

At our October 14th meeting Cathy Baker will speak on "Ethics".

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

We are excited about our 2-day Fall Seminar (November 7-8) featuring David and Mary Mellem, EA. Register now – the room size is limited.

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

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

OATC 2014 SUPER STAR SEMINAR (8 or 16 hrs CPE)

Registration is now open for OATC's 2014 Super Star Seminar this November 5-6 at the Portland Airport Holiday Inn Conference Center!

November 5
8:00 am - 5:00 pm
New Repair Regulations - Michael Gordon
Decedents; Bankruptcy, Q&A Session- Jeff Wong

November 6
8:00 am - 5:00 pm

Death and Taxes - Claudia Hill
Join us at the OATC Super Star Seminar this November 5-6, 2014

WHERE:    Holiday Inn Portland Airport
                 8439 NE Columbia Blvd., Portland, OR
                   (Group rate available - see brochure for details)

Early registration pricing ends November 2.
$30 discount available for OATC Members!

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Orange Leaf


The Portland Chapter OATC Fall Seminar 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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CLICK to download the 2014 OATC Group Services Order Form



2014 OATC Group Services Order Form

Submit to chapter representatives by Oct 31

Click on the image to the right to open a .pdf copy of the nine page order form in a new browser window – print, complete, and submit to your chapter representative (listed on the last page) by October 31.

Non-members, remember to add 20% to your total.

Questions? Contact the OATC Office at

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Lane County Fall Seminar


The Lane County Chapter of OATC invites you to their 2014 Fall Seminar: 1041 ESTATES/TRUSTS featuring speaker Judi Krussow, EA, LTC.

WHEN:  Friday, November 14, 2014
              9:00 am - 4:00 pm
WHERE:Springfield Elks Lodge #2145
               1701 Centennial Blvd    Springfield, OR 97477

Topics will include:

  • Introduction to Tax Consequences of Death
  • Estate/Trust's Income Tax Return
  • Form 1041
  • Income/Expenses, Distributable Net & Accounting Income 

Registration Fees (payable by check, or by credit card at the door):

  • Current OATC member $40
  • Non-OATC member $80
  • Optional lunch $10.00

CLICK HERE to register online now.

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OATC Mid-Willamette Chapter Seminar: Partnerships (6 hrs CPE)

OATC Mid-Willamette Chapter invites you to learn learning the ins and outs of Partnerships with speaker Selene Petersen CPA/PFS. Selene is a shareholder with the firm Young and Meyers, P.C. since January 2000. As well as, a partner in Henry, Petersen, Berry & Quigley, LLP, CPAs since January 2013.

Partnership: Nov 15, 2014  in AlbanyWHEN:  Saturday, November 15, 2014
               9:00 am - 4:00 pm
WHERE:   Albany Eagles
                 127 Broadalbin St
                  Albany, OR 97321

Topics will include:

  • Partnerships Basics
  • Is a Partnership the Best Choice
  • Schedule B
  • Operating Agreement
  • Pass through Items
  • Termination
  • Conversion to LLC
  • Tax Planning

Registration Fees:

  • Current OATC member   $50
  • Non-OATC member   $75
  • Register/Postmark after Nov. 10th add $20

CLICK HERE to download the event brochure.

CLICK HERE to register online now.

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Blue Mountain Chapter OATCOATC Blue Mountain Chapter Seminar

This class will discuss the massive legislation known as the Affordable Care Act. It will introduce you to Form 1095, Form 8962, and Form 8965. Speaker Cathy Johnson, EA LTC will explore which taxpayers are subject to the individual shared responsibility provision, examine the information individuals will be receiving from the exchanges, insurance companies and the employers, and learn the application of these provisions to the Form 1040.

The class will be offered three times in three different locations:

WHEN:  Wednesday, November 19, 2014               9:00 am - 4:00 pm
WHERE:   175 Hwy 82    Lostine, Oregon

WHEN:  Friday, November 21, 2014               9:00 am - 4:00 pm
WHERE:   OTEC Building    4005 23rd St.     Baker City Oregon

WHEN:  Saturday, November 22, 2014               9:00 am - 4:00 pm
WHERE:   Blue Mountain Community College    975 SE Columbia Dr.    Hermiston, Oregon

Registration Fees:

  • OATC Blue Mountain Chapter Member $15
  • Other OATC members   $50
  • Non-OATC member   $120

CLICK HERE 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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