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2019 OATC Convention - June 18,19.20 "Taxes for All Ages"
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The 2019 OATC Convention Committee invites you to join
us for the 47th Annual Convention being held June 18-20 in
Pendleton, Oregon at the Wildhorse Resort and Casino –
up to 20 hours of CPE. Our theme will be
Taxes for All Ages.

 Export to Your Calendar 6/18/2019 to 6/20/2019
When: June 18-20, 2019
full days
Where: Map this event »
Wildhorse Resort and Casino
46510 Wildhorse Blvd.
Pendleton, Oregon  97801
United States
Contact: Linda Musson
503-726-0100


Online registration is closed.
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The 2019 OATC Convention Committee invites you to join us for the 47th Annual Convention being held in Pendleton, Oregon at the Wildhorse Resort and Casino – up to 20 hours of CPE.

Our theme will be Taxes for All Ages. Speakers and topics will include:

            Terry Bakker               Child Tax Issues/Ethics

            Toija Beutler               Section 1031 Issues

            Dennie Wheeler         Home Ownership Tax Issues and Later Life and Post-Death Tax Concerns

            Cathy Johnson            Home Sale with Nonqualified Use

            18 hours, (6 hours/day) with 2 additional 1-hour classes for a total of 20 hours

  

CONVENTION Cost

Your registration fee includes:

  • Printed handouts for all registrations made before the June 15 print date. Later registrations will have access only to the online copies of the handouts.
  • Meals

    Note: A Supplemental Meal Package covering these specific meals will be available for Lifetime Members and companions eating with attendees

We warmly invite non-members to take advantage of the member discount by submitting our membership application before registering.

 

Full 3-day Convention (June 18-20)

Registration and payment received:   Before 3/1/19 3/1 through 4/30 5/1 and later
OATC Member   $350 $380 $415
Others $400 $430 $455

 

 

Single Days (June 18 or June 19 or June 20) - PRICING TBD

 

 


 

 

Meet Our Speakers

Terry O'Leary Bakker

Terry O’Leary Bakker, CPA, EA, LTC 67985-C is the owner of O’Leary’s Tax Service, Ltd. in downtown Vancouver, Washington, across the river from Portland, Oregon.

Terry graduated with her BS in Business Administration:Accounting from Portland State University in 1988 and has worked in tax ever since. She became an Enrolled Agent in 2008 after obtaining the Oregon Tax Practitioner (1988) and Consultant (2003) licenses. She is also licensed as a Certified Public Accountant in Washington and Oregon.

In addition to running an active tax practice serving the needs of individuals and small business, Terry has a commitment to the profession. She is the Past President of the Oregon Association of Independent Accountants, as well as holding other positions, including head of the OAIA Education Committee. As part of her commitment, she is the Chair for the Leadership and Development Committee for the National Society of Accountants, and has spoken for all of the tax preparation associations in Oregon, the IRS Nationwide Forums, and nationally to tax preparers. 

   

Terry O'Leary Bakker

TOIJA BEUTLER
   

Toija Beutler

Toija (“Toy-uh”) Beutler graduated from Lewis and Clark Law School and joined the Oregon State Bar in 1982. After leaving private practice she began her 1031 career in 1992.

Toija teaches classes on the various aspects of 1031 to investors, real estate professionals, tax advisors and attorneys.

 

 

Cathy Johnson

Cathy Johnson has been in the income tax business since 1977, first as a licensed tax preparer, then as a licensed tax consultant (since 1980), finally as an enrolled agent (since 1984).

As the owner of Silver Creek Financial Services, Inc., she has the privilege of managing a business of seven employees which do accounting and a wide variety of income tax preparation.

She is very involved with the Oregon Association of Tax Consultants, where she currently serves as Vice President of the Blue Mountain Chapter in Northeast Oregon. She also currently serves this organization as their State Secretary. She teaches on a wide range of subjects at the chapter level.

 

 

 
Dennie Wheeler
   


Dennie wheeler

Dennie Wheeler, CPA is a resident member of Wheeler & Grimes, CPAs LLC in Bandon Oregon. He has continuously held an Oregon CPA license since 1977. On his first attempt, he was one of seven people in the United States to pass the 2002 U.S. Tax Court examination for non-attorneys to be admitted to practice before the U.S. Tax Court.  Dennie frequently represents clients in tax controversies.  He also holds an Oregon municipal auditor license, and has co-authored two articles published in professional accounting journals.  He has an associate’s degree with honors, a baccalaureate with honors and distinction in major, and two master degrees.  

Dennie taught accounting and applied statistics at Oregon State University for four academic years, and has been an adjunct faculty member for three other colleges.  He has been a frequent seminar speaker for professional tax-related organizations for over 30 years.  During 2007 and 2008, the Oregon Department of Revenue retained Dennie to teach 16 class hours of partner and partnership tax law for Department of Revenue staff. 

Dennie has testified before several Committees of the Oregon Legislature.  He has also testified before the Governmental Accounting Standards Board (GASB), and the Surface Transportation Board, and has appeared as an expert witness on taxation, accounting, and statistics in several courts.  Dennie was a police officer for the City of North Bend, Oregon earning his advanced peace officer certification in the shortest time allowed under Oregon law, and was number one student in his class at the Oregon Police Academy.  He received training in traffic collision investigation and skid mark analysis from the California Highway Patrol, and has testified as an expert witness in traffic collision cases.  

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