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OATC Portland Metro 2018 Supplemental Update
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Join us in Wilsonville for 8 hours CPE!
Scheduled Speakers:
Terry O’Leary Bakker, CPA, EA, LTC - 4 hours
Keynote Speaker (TBA) subject to availability
Sophia Sakoff, Oregon Department of Revenue - Oregon Tax Update
Jason McKay, City of Portland Revenue Auditor –
Portland/Multnomah Tax Update

 Export to Your Calendar 1/5/2019
When: Saturday, January 5, 2019
8:30 am - 5:30 pm
Where: Map this event »
Wilsonville Holiday Inn
25425 SW 95th Avenue
(West of I-5 at Exit 286)
Wilsonville, Oregon  97070
United States
Presenter: Terry O'Leary Bakker, Jason McKay, Sophia Sakoff, and more!
Contact: Dale Marino


Online registration is available until: 1/5/2019
« Go to Upcoming Event List  

 

Join us for this annual tax update seminar to get the latest tax update information!

Scheduled Speakers:

  • Terry O’Leary Bakker, CPA, EA, LTC - 4 hours Federal Tax Update
  • Keynote Speaker (TBA) subject to availability
  • Sophia Sakoff, Senior Tax Auditor Oregon Department of Revenue – Oregon Tax Update
  • Jason McKay, City of Portland Revenue Auditor – Portland/Multnomah Tax Update 

COST

YOU WILL BE GIVEN OPTIONS FOR PAYMENT AFTER YOU REGISTER AND PAYMENT MUST BE PROMPT.
"ORPHAN" REGISTRATIONS  WHOSE PAYMENT IS NOT RECEIVED WITHIN one WEEK WILL BE CANCELLED.

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Payment Received By 12/24/18 Payment Received 12/25/18 or Later
(Online Registration Closes Noon Jan 4 )
Register at the door
OATC Member $65.00 $90.00 $115.00
Non-OATC Member $105.00 $130.00
$155.00

 

 

 

 

 

 

 

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.

  • This is a low cost, no frills tax education seminar. Lunch is on your own, but the Holiday Inn will offer a special buffet for a separate fee. No afternoon snacks supplied during breaks. 
  • Optional: $15.00 for pre-printed material, available to be put in your own 3-ring binder when as you arrive. All handouts will be available as downloads.

CANCELLATION POLICY

Cancellation fee: $25.00. No refunds and no credit toward other OATC-sponsored tax education after December 24, 2018. Attendee substitutions can be made on a like-for-like membership basis or by paying the difference. Email Dale Marino at PortlandPresident@oatc-oregon.org.

 

About the Speakers

Terry O'Leary Bakker, CPA, EA, LTC

Terry is the owner of O’Leary’s Tax Service, Ltd.  She graduated from Portland State University in 1988 with a Bachelor of Science degree in Business Administration: Accounting.  In May of 1988, she sat for the CPA exam and passed all four parts, a feat accomplished by only 12% of exam takers in that exam cycle.  Terry decided, however, to stay at home and take care of her children, Christopher and Caitlyn, instead of working for a CPA firm in order to complete the requirements for that license.  In 1989, Terry became licensed as a Tax Preparer in the State of Oregon and began preparing income taxes for her father, Larry O’Leary.  Terry became a Licensed Tax Consultant in 2003 and an Enrolled Agent in 2008.   In addition to her dedication to her clients and her business, she has a commitment to her profession.  Terry is the President of the Oregon Association of Independent Accountants, the OAIA’s representative to the IRS Stakeholder Liaison, and is actively involved with the National Society of Accountants.  In addition, Terry teaches a class for practitioners who wish to sit for the Enrolled Agent’s exam, and speaks to other preparers on tax law. 

 

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Sophia SakoffSOPHIA SAKOFF

Sophia Sakoff is a Senior Tax Auditor and the Personal Income Tax Forms and Publications Coordinator for the Oregon Department of Revenue.

Sophia has been with the department for over six years analyzing Oregon Revised Statutes and Administrative Rules related to personal income tax, facilitating the department's Tax Professional Liaison meetings, and assisting Oregonians understand the complexities of tax law.

With over 10 years of experience in the financial industry, Sophia went back to school and completed her B.S. in Business Administration, while raising her three children. This bold move allowed Sophia the opportunity to pursue a career in the public sector as an accountant, auditor, and policy analyst where she is proud to serve the people of Oregon.

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Jason McKay, EA, LTC

 

 

Jason McKay, EA, LTC

Jason McKay graduated from Oregon State University in Accounting. He is an enrolled agent with the IRS and a licensed tax consultant with the Oregon Board of Tax Practitioners. He has over 2 years of tax preparing experience at a Portland metro-area tax firm, almost 4 years of experience as a tax auditor with the Oregon Department of Revenue and has currently been employed with the City of Portland Revenue Division for over 3 years as a revenue auditor (he was promoted to senior revenue auditor on July 12th, 2018).

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12/18/2018
NO MEETING - Lane County Chapter Meeting

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