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
ONLINE REGISTRATION NOW CLOSED
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.