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2018 OATC Basics & Beyond Seminar: Multicultural Clients (6 hrs CE)
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Join us for our annual Basics & Beyond
seminar this Sept 20-26 at locations
throughout Oregon. Speakers from the
Latino Tax Professionals Association will present 6 hours CPE on
Multicultural Clients

We warmly invite non-OATC-members to
take advantage of the member discount
by completing and submitting our membership application before
registering for this event.

9/20/2018 to 9/26/2018
When: Sept 20-26, throughout Oregon
9-4:00 each day
Where: Locations throughout Oregon
United States
Presenter: Multiple Speakers from the Latino Tax Professionals Association
Contact: Linda Musson
« Go to Upcoming Event List  


Registration Now Open for the 2018 OATC Basics & Beyond Seminar: Multicultural Clients - 6 hrs CE - speakers from The Latino Tax Professionals Association - Sept 20-26

You never know when you will have a new client come through your door with some of these issues.  Be prepared!


  • How to Understand Multicultural Clients
    -  How does TCJA (Tax Cuts and Jobs Act) affect the multicultural, multigenerational households?
    -  Should ITIN (Individual Taxpayer Identification Number) holders file a tax return?
    -  Scenarios to discuss how the TCJA is not a fix all for taxpayers 
  • How to Identify Non-Resident vs Resident Taxpayers
    -  How to determine who really is a resident taxpayer.
    -  Does an ITIN holder file 1040NR or a 1040?
    -  Can an ITIN holder own a home?
  • Understanding Mixed Status Families
    -  How to calculate the shared responsibility
    -  What is a mixed status family?
  • Which business entity is best for an ITIN holder? (If any)
    -  Can an ITIN holder still claim his family not living in the United States under TCJA?
  • Expiration of ITINs?
  • How to become a Certified Acceptance Agent? 
  • What do I do when an ITIN holder gets his social security number?


Early-bird discount through 9/10/2018

Red Lion - Bend
1415 NE 3rd Street      Bend, OR 97701
Live: Pendleton Library      
          502 SW Emigrant St.     Pendleton OR   
Broadcast: your location - 
                   please CLICK HERE to read our Remote Class Session Policy
                   before choosing this option.

Contact: Cathy Johnson at (541)569-2272 or  

Clackamas Community College Wilsonville Campus 
29353 SW Town Center Loop East  Rooms 111 and 112   Wilsonville, OR 97070 
Contact: Robert H. Betts  

Hilton Garden Inn
3528 Gateway St., Springfield, OR 97477
Contact: Lee Reams
Masonic Lodge
975 N Phoenix  Medford, OR 97504
Contact: Teresa Hector



  • OATC Members - $95 ($80 if you take advantage of the early-bird discount ending 9/10!)
  • Non-OATC Members - $135 ($120 if you take advantage of the early-bird discount ending 9/10!)
  • Optional pre-printed handouts - $8.00



- Cancellations may be made until 1 week prior to seminar, but will be subject to a $10.00 handling fee.
- Cancellations made less than 1 week prior to seminar will be subject to $25.00 handling charge and handout material will be made available.  
- Attendee substitutions can be made on a like-for-like membership basis or by paying the difference.  Call the OATC office and follow up in writing. 
No refunds to no-shows.  There may be special consideration for unusual hardship cases.


We will have very accomplished and knowledgeable speakers coming from the Latino Tax Professionals Association out of  California.

Carlos C. Lopez, EA, MDE

CEO, Latino Tax Professionals Association

Carlos C. Lopez, EA is the founder and President of Lopez Tax Service and founder of the Latino Tax Professionals Association located in Salinas, California. He holds a B.A. degree from Pacific Union College and a Certificate of Management Development for Entrepreneurs from UCLA Andersen School of Management. He has been active in tax preparation and representation before the IRS for 35+ years. His extensive experience includes developing continuing education for NASBA, IRS and CTEC. Mr. Lopez is a lecturer and presenter for the IRS National Tax Forums and holds several awards and honors.


 Kristeena Lopez, EA, M.A. 

Director of Education, Latino Tax Professionals Association

Teena started her teaching career in private education. After 15 years of middle school teaching, she joined Lopez Tax Service to develop a tax preparation training system to qualify for the California Education Tax Council and the IRS continuing education program.  In October of 2007, Teena joined Latino Tax Professionals Association and brought her education expertise to help LTPA develop and launch a nationwide tax preparation education program.  Ms. Lopez has won several awards and certificates of appreciation. Teena became an Enrolled Agent in 2016.


Antonio Martinez, EA

VP of Business Development, Latino Tax Professionals Association

Antonio Martinez is the VP of Business Development for LTPA. In 2004 Tony earned a full-ride scholarship to the University of California, Berkeley. Tony majored in Engineering and was involved in various leadership and volunteer roles. Upon graduation, Tony joined LTPA with a goal of building a national brand. As VP of Business Development, Tony has led the exponential growth of the organization and organized various events throughout the country. In 2014, Antonio became an Enrolled Agent with the goal of representing Spanish-speaking tax preparers before the IRS.


 Niki Young, EA

Director of Instructors, Latino Tax Professionals Association

Niki is the Lead Instructor at Latino Tax Pro. He’s been a tax professional and Instructor since 2006. Niki is fluent in Spanish and Portuguese allowing him to serve clients throughout North and South America. He has a Bachelor in Science from Southwest Baptist University with an emphasis in Accounting. In 2015, Niki achieved his goal of becoming an Enrolled Agent.


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