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Westside Chapter Meeting - Managing the Tax Practice: Client Situations, Guidelines, and Tools
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Bob will share his thoughts on key aspects of the client relationship, share specific client situations,
reference IRS and Oregon Tax Board ethical and procedural guidelines, and share templates and tools
that he has used in his practice. In addition, since we are now in the Medicare sign-up season, there will be a 10 - 15 minute presentation by
Ken Colarik immediately before our break entitled “Getting Started with Medicare”.

 Export to Your Calendar 10/30/2017
When: 10/30/2017
7:00 pm
Where: Map this event »
Beaverton Activities Center
12500 SW Allen Blvd
Beaverton, Oregon  97005
United States
Presenter: Robert Betts EA, LTC - Robert H Betts LLC
Contact: Bob Betts
5037804143


Online registration is available until: 11/30/2017
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Managing the Tax Practice – Client Situations, Guidelines, and Tools

Getting Started with Medicare

Bob will share his thoughts on key aspects of the client relationship, share specific client situations, reference IRS and Oregon Tax Board ethical and procedural guidelines, and share templates and tools that he has used in his practice. This class will qualify for 1 hour of IRS Ethics CPE and 2 hours of Oregon Tax Board CPE.

The general topics to be covered include;

-        Defining the lifecycle of a client, Hiring to Firing

-        Tips for working with incomplete client information

-        Authorized Disclosures/Consent Forms and when to use them

-        Conflict of interest/Situations and Waivers

-        Failure to File and Failure to Pay Penalties – Options for Abatement of Federal Penalties

-        Common IRS Exam Issues

-        Helpful links

In addition, since we are now in the Medicare sign-up season, there will be a 10 - 15 minute presentation by Ken Colarik immediately before our break entitled “Getting Started with Medicare”. Ken is a representative from United Healthcare and will show a very short video on Medicare choices. If you have additional questions you can talk with him at the break.

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10/23/2017
2017 IRS/Practitioners Forum

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