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Real Estate in the Light of the 2017 TCJA
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Mary Mellem, EA will present
"Real Estate" - 8 hours CE each day.

One year free OATC membership to non-members who
attend both days!

10/21/2019 to 10/22/2019
When: October 21-22, 2019
8:00 am - 5:00 pm both days
Where: Holiday Inn
25425 SW 95th Ave
+ Remote Access
Wilsonville, Oregon  97070
United States
Presenter: Mary R. Mellem, EA
Contact: Linda Musson

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2019 OATC Super Star Seminar: Real Estate

This year’s education will focus on Real Estate transactions in light of The Tax Cuts and Jobs Act of 2017. This will involve Like-kind Exchanges and the ins and outs of selling business property through Form 4797. We will look at the principal residence and the office in home to review where we are currently. We will review depreciation to make sure we make the right choices under the new law. We will revisit TCJA especially focusing on opportunity zones. Finally, we will finish with other real estate issues like the real estate professional, passive activity rules and more.


Day 1

  • 7:00 am - 8:00 am  Registration and breakfast
  • 8:00 am - 12:00 pm   Like kind exchange 
  • 1:00 mp - 5:00 pm 
    • Sale of Residence /Office in home 2 hrs
      Review of sale issues and home office regular and simplified rules 
    • Misc Real Estate Issues  2 hrs
      Real Estate professional, inherited real estate or life estate issue

Day 2

  • 7:00 am - 8:00 am  Registration and breakfast
  • 8:00 am - 12:00 pm
    • New Law Update 2 hrs  
      Focus on real estate theme in Opportunity zones
    • Depreciation issues  2 hrs.
  • 1:00 pm - 5:00 pm  Form 4797 and its uses. 4 hrs


Your registration fee covers:

  • Printed handouts for Wilsonville attendees
    • Exception: Past State Presidents attending in Wilsonville can purchase the printed handout if they wish
  • Link to online copy of the textbook for all attendees
  • Continental Breakfast, and Lunch for Wilsonville attendees
    • Exception: Meal packages are available for Past State Presidents and non-participating companions (Wilsonville only).
    • Note: Gluten-free and vegetarian options will be available - please indicate any dietary restrictions during registration.
Register during September
   Register  October 1-21
   Register  at the Door
 OATC  Member
OATC Member
10/21 and 10/22
$280 $385*  $305 $410* $355 $460*
single day
$180 $240 $205 $265 $255 $315


* One year free OATC membership to non-members who attend both days!


  • Cancellations made during August and September: $20.00 fee 
  • Cancellations made during October: $40.00 fee
  • Attendee substitutions can be made on a like-for-like membership basis or by paying the difference - this must be arranged directly with the OATC office..   
Mary R. Mellem, EA

About the Speaker

Mary R. Mellem, EA, is a Tax Professional from Green Bay WI who has been in the tax business for 35 years.  She and her husband David operate Ashwaubenon Tax Professionals.  In addition to servicing 1,300 tax and accounting clients during the year, their business includes tax consulting for other tax professionals as well as teaching tax seminars around the country.

The year 2019 will be Mary’s 28th year of teaching tax programs throughout the country.

Prior to working full-time at Ashwaubenon Tax Professionals, Mary was a member of the staff of the National Association of Tax Professionals for 13½ years. While on staff she was involved in writing and teaching seminars throughout the country in all aspects of the tax field from individual issues to entity issues.   Her experience with NATP also included service as part of the research department. 

Mary received a Bachelors Degree in Secondary Education from the University of Wisconsin in the field of Mathematics and Economics. 

In 1990 she earned the Enrolled Agent designation.   She is a member of NATP and NAEA and an NTPI Fellow.  Mary has written the Client Newsletters for the NAEA Journal, served on the Public Relations Committee, and a member and chairmen of the NAEA Education Foundation.  Mary has been guest on the Larry Meiller Show on Wisconsin Public Radio several times during the past 3 tax season to answer call in questions from the listening audience.



the LocationS

  • Holiday Inn Conference Center  (CLICK for a map)
    25425 SW 95th Ave., Wilsonville, OR
    West of I-5 at Exit 286
  • Rooms are $114/night
  • For reservations call 1-800-465-4329 or 503-682-2211 and be sure to mention you are with the Oregon Association of Tax Consultants group.
  • Reservations by attendees must be received by 10/08/2019.  Should you find it necessary to change your plans  please inform Holiday Inn within 24 hours prior to our 3:00 p.m. check in time to avoid a cancellation charge.

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