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Portland Chapter Education: Update from Oregon Board of Tax Practitioners (2 hrs Oregon CE)
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Portland Chapter invites you to join us at our Aug 13 meeting.
when Howard Moyes, Executive Director of OBTP,
will bring us up-to-date on Oregon issues.

Please pre-register.

When: Tuesday, Aug 13, 2019
6:30 pm - 8:30 pm
Where: St. Rita Catholic Church
Recreation Hall (behind the the church)
10029 NE Prescott St.
Portland, Oregon 
United States
Presenter: Howard Moyes, Executive Director, OBTP
Contact: Dale Marino

Online registration is closed.
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Portland Chapter invites you to join us at our August 13 meeting to hear Howard Moyes, Executive Director of the Oregon Board of Tax Practitioners, bring us up-to-date on:

1. Proposed Rule Changes

            a. 800-010-0030(8) – Copy of tax forms includes Quickbooks and similar files

            b. 800-010-0042 – A licensee must respond to Board within 15 business days

            c. 800-015-0005(1) – Basic Tax Courses and HECC

            d. 800-015-0010(3) – 2 hours of Oregon CE starting with 2020-2021 renewal

            e. 800-015-0010(6)(a) – IRS PTIN transcript in lieu of CE certificates

            f. Various – Clarification and consistency

2. Status of the Board and Licensees

            a. Budget

            b. Active licensees

3. Continuing Education Audits

            a. Uploading / emailing CE certificates

4. Consumer Complaints & Investigations

            a. Mistakes happen

            b. Make the client whole

            c. Respond to clients

5. Licensing Examinations

            a. October 1 updates

            b. Consultant exam changes

            c. Preparer exam changes

6. Resident Consultants and Designated Consultants

            a. General requirements

            b. Unforseen circumstances

            c. Waivers

7. Board Membership

            a. Upcoming vacancies

8. Q & A



If you forgot to register earlier, please remember to expect:

  • Registration at the door will require proof of current OATC membership or $10 payment.
  • Non-OATC or Expired OATC Members can choose to pay that $10 via PayPal at the end of the registration process.

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