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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.

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

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
Three Sisters Inn and Suites 
721 NE 3rd Street (meeting room across the street from hotel lobby)
Bend, OR
Kathryn L. Scott
541-385-0909
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

  • Registration fees do not cover lunch. Please plan ahead.
  • ALL registrants will receive a link to a downloadable copy of the handouts. An email with a link has been sent to those that registered by 4/29/2019. Later registrants will find the link on the registration confirmation page. If you miss both of those opportunities, please email the Webmistress at webmistress@oatc-oregon.org to receive the link.
  • Those registrants who purchased pre-printed copies before the cut-off date will receive them on check-in at the seminar.

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 
after 9:00 pm April 20
OATC Members $95.00
EXPIRED MEMBERS
and Non-members
$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.

 

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