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Jackson Co Education: Able Accounts and Round Table
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You are invited to join OATC Jackson Co. Chapter for 2 hours
of CE on Tuesday, November 12. This meeting is a two-fer!
Speaker Penny Austin, will speak on "Able Accounts", and Carolyn
Terry will moderate a Round Table on "What's Tripping Us Up Now"

Come early and enjoy lunch!

11/12/2019
When: Tuesday, November 12, 2019
11:30-2pm
Where: Black Bear Diner
1150 E Barnett Rd
Medford, Oregon  97504
United States
Presenter: Penny Austin and Carolyn Terry
Contact: Teresa Hector
541-774-4201


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You are invited to join OATC Jackson Co. Chapter for 2 hours of CE on at their lunch meeting Tuesday, November 12. This meeting is a "two-fer": 

Speaker Penny Austin,  will speak on Able Accounts

WHAT ARE "ABLE" ACCOUNTS?
HOW DO YOU ESTABLISH AN ACCOUNT?
HOW DO YOU MANAGE THEM?
HOW ARE THEY REPORTED ON THE TAX RETURN?
WHAT ARE THE TAX BENEFITS? 

Then Carolyn Terry will moderate a Round Table on What's Tripping Us Up Now, covering several issues that have come up this summer that could use a group discussion. Topics will include payroll changes and recent changes in Federal interpretations of prior law.

Non-OATC members are always welcome, but past the first visit there is a $20 fee per 2 hour class that needs to be paid at the meeting.  The fee will be applied towards their membership registration if they join at the class.

Come early and order lunch! Education starts at noon.

About our SpeakerS

Penny Austin has been an Attorney since 1980, and is a former president of the Jackson County Bar Association. She has taught for OATC several times with great reviews.

Carolyn Terry is the owner of Downey Bookkeeping and Tax Service, and is the current Treasurer of OATC Jackson Count Chapter. She has also taught for our group many times with great reviews.

 

Insider tip

If you register using the button above:

  • We'll have your information on the sign-in sheet when you arrive 
  • We can issue your CE certificate much more quickly! 

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