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Portland Chapter Fall Tax Seminar "Tax Strategies under TCJA" (6 hrs CE)
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OATC Portland Chapter invites you to join them on Saturday, Septermber 28th,
for 6 hours of education on "Tax Strategies under TCJA" and
"Ethics - Conflict of Interest and Contingency Fees"
FREE to brand-new OATC members!

 Export to Your Calendar 9/28/2019
When: Saturday, Sept 28
9:00 am - 4:00 pm
Where: Map this event »
Holiday Inn - Wilsonville
25425 Sw 95th Avenue
Wilsonville, Oregon  97070
United States
Presenter: Dennie Wheeler and Karen Hawkins
Contact: Dale Marino
503-239-4716


Online registration is available until: 9/30/2019
« Go to Upcoming Event List  

OATC Portland Chapter invites you to join them on Saturday, September 28th, for 6 hours of education:

  • Dennie Wheeler will present 4 hours on "Tax Strategies under TCJA"
  • Karen Hawkins will present 2 hours on "Ethics - Conflict of Interest and Contingency Fees".

LIMITED SEATING, Registration may close before date of event.

Fees

   Registration and payment received by:
   09/21 9/22-9/27 9/28 or later
NEW OATC Member
who follows the instructions below in red*
FREE* Maximum: 50, registered by 9/21 
Current OATC Member  $80.00 $105.00 $130
All Others $125.00 $150.00 $175.00
  • This is a low cost, no frills tax education seminar. Lunch is on your own, 12 Noon to 1:00 pm, but the Holiday Inn will offer a special buffet for a separate fee. No afternoon snacks supplied during breaks. 
  • Registration fee includes access to a downloadable version of the handouts. An optional pre-printed copy is available for $15.00 if ordered by 9/21/2019.
  • After you register, you will be given the choice of paying by check or by paying online via PayPal (no PayPal account required).
  • Returned check fee is $40.00.

* "New OATC Member" means NEVER before having a paid OATC Membership. Instructions for applying for OATC membership so you can qualify for this FREE tuition offer are on the registration confirmation page. Failure to follow those instructions voids the FREE tuition offer.

ATTENTION: IF YOU ARE APPLYING FOR OATC MEMBERSHIP (BRANDNEW Members only) SO THAT YOUR CLASS IS FREE don't register using the button above

Please follow these instructions to qualify for free seminar tuition fee. Failure to follow these instructions, voids the FREE offer. 

 

About Our Speakers

Dennie Wheeler, CPA

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.

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KAREN L. HAWKINS

Karen Hawkins

Karen L Hawkins served as the Director, Office of Professional Responsibility at the IRS from April, 2009 until July, 2015 where she oversaw all aspects of the administration of the Regulations Governing Practice Before the Internal Revenue Service (Circular 230), including amendments to existing regulations, interpretation and implementation of new regulations, and discipline for tax professionals in violation of the regulations. Prior to that, Ms. Hawkins spent 30 years in private practice as a member of the Law Offices of Taggart & Hawkins, PC. Now, Ms. Hawkins has returned to the law primarily as an educator, expert witness and tax ethics consultant.

 

Ms. Hawkins is a past chair of the ABA Section of Taxation; a past Chair of the Taxation Section of the State Bar of California, past chair of the ABA Taxation Subcommittee on Civil Penalties, and the IRS Liaison Meetings Committee. She served as a Director on the Council of the ABA Taxation Section and as the Section's Vice-Chair Professional Services. Ms. Hawkins is also a Fellow of the American College of Tax Counsel and she sits on the Board of Directors of Tax Analysts.

 

Ms. Hawkins is the founder of the San Francisco Pro Se/Pro Bono Tax Court project, and she played a key role in the successful efforts to reform the innocent spouse statutes in both federal and California law. Her honors include the V. Judson Klein and Joanne Garvey Awards from the State Bar of California Section of Taxation in 2002 and 2012, respectively; the National Pro Bono Award from the American Bar Association Tax Section, and the Judith McKelvey Distinguished Alumna Award from Golden Gate University, both in 2004; the Jules Ritholz Memorial Merit Award from the ABA Taxation Section Civil & Criminal Tax Penalties Committee in 2008. In 2012, Golden Gate University School of Law named its Tax Law Library Collection in Ms. Hawkins’ name and in May, 2015 the school awarded Ms. Hawkins a Doctor of Laws (honorary) degree.

 

Ms. Hawkins earned her J.D. and M.B.A. degrees from Golden Gate University in San Francisco. She received an honorary Doctor of Laws from GGU in 2015. Ms. Hawkins also holds an M.Ed from the University of California, Davis. Her B.A. is from the University of Massachusetts. Ms. Hawkins consults, speaks and writes extensively on all aspects ethics in tax practice.

 

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