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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.

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

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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 CasinoOur theme will be Taxes for All Ages – up to 20 hours of CPE.

CLASS SCHEDULE

Monday, June 17 
Noon – 2:00 pm Education Committee
2:00 pm – 6:00 pm Executive Council
7:00 pm – 8:00 pm 2020 Convention Committee

Tuesday, June 18
8:00 am – 9:00 am Sign In and Breakfast
9:00 am – Noon     Terry BakkerEIC, CTC, AOTC, etc
Noon – 2:00 pm  Annual Membership Meeting w/lunch
2:00 pm –3:00 pm  Terry Bakker Dependency Issues
3:00 pm – 5:00 pm Terry Bakker Ethics

Wednesday, June 19
8:00 am – 9:00 am  Anita RobinsonHead of Household & Due Diligence Requirements
9:00 am – Noon      Toija Beutler1031 Exchange “Soup to Nuts”
1:00 pm – 4:00 pm  Dennie WheelerHome Ownership Tax Issues
5:30 pm – 6:00 pm  No Host Bar
6:00 pm – Awards Banquet

Thursday, June 20
8:00 am – 9:00 am   Cathy JohnsonHome Sale Rules with Disqualifying Use
9:00 am – Noon    Dennie WheelerLater Life and Post-Death Tax Concerns
1:00 pm – 4:00 pm   Dennie WheelerLater Life and Post-Death Tax Concerns

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

As you can see, there are lots of great classes.  We are planning a slate of activities that attendees and their families can do as well.  So stay tuned!

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CONVENTION Cost

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

A NEW WAY TO SAVE MONEY!

  • New attendees receive a $25 discount! This includes both new OATC members and current OATC members who haven’t attended a convention in 3 years. If you believe you qualify, call the main office at (503) 726-0100 for verification of eligibility, and to receive the coupon code to be entered on the payment page after registering.

Full 3-day Convention (June 18-20)

  • OATC Member - $415.00
  • Expired OATC Members and all Others - $465.00

Single Days (June 18 or June 19 or June 20) **

  • OATC Member - $155.00
  • Expired OATC Members and all Others - $170

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 the same meals will be available for $175. This applies ONLY to Lifetime Members and companions eating with attendees

** If you are registering for two days, you will need to register for each individually - sorry for the inconvenience!

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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.

 

 

 
Anita Robinson

 

Anita Robinson

Anita Robinson, EA, LTC,  has been in the accounting and tax preparation business for over 20 years. Enrolled Agent since 1996, an Advanced Certified QuickBooks Pro Advisor since 2007, Anita has been a member of Intuit’s Advisor & Customer Council and, has served as a Writing Committee Member for the Oregon Licensed Tax Consultants, Oregon Licensed Tax Preparers, as well as, the IRS Enrolled Agent exams.

Anita has taught tax classes for the National Society of Tax Professionals, as well as the Oregon Association of Tax Consultants, Oregon Society of Tax Consultants and the Washington State Tax Consultants. In addition, she works on the NSTP tax helpline year‐round answering tax questions for tax professionals from all over the country. Since January of 2012 Anita has been organizing a networking group for accounting and tax professionals in the Vancouver, WA area. These meetings encourage education on tax and accounting topics, as well as, practice management and data security issues.
Anita is a member of the National Society of Tax Professionals (NSTP), the National Association of Tax Professionals (NATP), the National Association of Accountants (NSA), the National Association of Enrolled Agents NAEA), as well as the Oregon chapter of NAEA.


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.  

    Dennie Wheeler

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Wildhorse Resort and Casino, Pendleton OR

 

LOCATION

The Wildhorse Resort and Casino is at 
46510 Wildhorse Blvd Pendleton, Oregon (map)

Call 800-654-9453 to make your reservation - remember to give them our Group Code 12884.

  • Room rate is $127.49 (includes room tax) per room, per night, single or double occupancy. 
  • RV spots are $45 for back-in units and $40.50 for pull-in units.  The RV spaces fill up early, so those interested need to make reservations quickly. 
  • Please let the desk know they are part of the OATC group - remember to use code 12884.
  • If your run into any problems reserving your room, please contact Cathy Johnson at 541-569-2272

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