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OATC 2019 Safety Net Seminar: Tax Planning: 199A, Retirement and Social Security Options (6 hrs CPE)
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Join us for 6 hours CPE in May at sites throughout Oregon!
This year's Safety Net topic is "Tax
Planning: 199A, Retirement and Social
Security Options", presented by Rick K.
Davey, EA, LTC. Earn up to 6 hours CPE

We warmly invite non-members to take
advantage of the member discount
by completing and submitting our
membership application before registering
for this seminar using the Join Now link in
the upper menu.

 Export to Your Calendar 5/2/2019 to 5/10/2019
When: May 2-10 at locations throughout Oregon
9:00 am - 4:00 pm
Where: La Grande, Bend, Gresham, Wilsonville, Albany, and Medford
Oregon
United States
Presenter: Rick Davey
Contact: Linda Musson
503-726-0100


Online registration is available until: 8/30/2019
« Go to Upcoming Event List  

 

 

DATES AND LOCATIONS

When registration opens you will be offered the following selection of dates and cities - final locations will be posted as they become available.

DATE LOCATION CONTACT
May 2 (Thurs)  LA GRANDE
Daniel Chaplin Building - Misener Room
1001 Fourth St.
La Grande, OR
Cathy Johnson
541-569-2272
May 3 (Fri)  BEND
pending confirmation

May 4 (Sat)  GRESHAM
Mt. Hood Community College
26000 SE Stark Street - Room 1710
Gresham, OR
John Bell
503-526-3327
John Burke
971-276-5653
May 8 (Wed)  WILSONVILLE
Clackamas Community College
29353 Town Center Loop E - Rooms 111/112
Wilsonville, OR

Jim Verrastro
971-801-8300
May 9 (Thurs) ALBANY
Central Willamette Community Credit Union
Administrative Office
7101 Supra Drive SW
Albany, OR
Donna Byrne
503-765-8686
May 10 (Fri) MEDFORD
Masonic Lodge
975 N. Phoenix Rd
Medford, OR
Teresa Hector
541-840-5517

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SEMINAR COSTS

  • Optional: pre-printed handouts, to be picked up as you arrive:  $8.00 - must be purchased by April 25th.
  • ALL registrants will receive a link to a downloadable copy of the handouts.

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

   Registration and payment
received by 9:00 pm April 20
 Registration and payment received 
after 9:00 pm April 20
OATC Members $80.00 $95.00
Others $120.00 $135.00

 

 

 

 

 

 

 

Rick DaveyABOUT OUR SPEAKER

Rick Davey

Rick K. Davey, EA, LTC has been preparing taxes since 1981. His experience as a manager of a large tax practice has given him exposure to a broad range of small businesses and their issues. He is an Enrolled Agent and a Licensed Tax Consultant. Rick has taught tax classes since 1983 and enjoys sharing the knowledge he has gained both with his clients as well as his colleagues.

 

RELATED PRODUCTS
more Calendar

5/2/2019 » 5/10/2019
OATC 2019 Safety Net Seminar: Tax Planning: 199A, Retirement and Social Security Options (6 hrs CPE)

5/20/2019
Westside Chapter - Using Oregon Revenue Online PLUS Maximizing Social Security Income

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