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Mid-Willamette Education: "Ethics" - 10/8/20 (2 hrs CE)
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This IN-PERSON (!) Ethics seminar taught by Annette Saarinen
will be interactive with audience participation.
2 hrs Ethics CE

 Export to Your Calendar 10/8/2020
When: Thursday, October 8, 2020
6:30-8:30 pm
Where: Lebanon First Assembly of God Church
762 W Oak St
Lebanon, Oregon 
United States
Presenter: Annette Saarinen, EA, LTC
Contact: Colleen Mincinski
(541) 760-7025

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This in-person 2-hour Ethics seminar taught by Annette Saarinen will be interactive with audience participation. There is no charge for OATC members or guests. Do note that the site has a 30 person cap and registrations will be cut off at that point. If you pre-register and your plans change, DO let us know to take you off the roster so someone else could take your place. 

The handout is now posted in the Mid-Willamette Chapter Library, or download now from HERE.

Items to be Discussed

  • Due Diligence for Form 8867
  • Credits – EITC, CTC, ODC, OATC/LLC
  • Head of Household
  • Breach of Security
    List of what to do when breached
    List of Publications and Notebook
    List of what to do to avoid being breached – with no guarantees
  • Other ETHICS issues

Annette SaarinenAbout our speaker

Annette is 3rd generation Oregonian, graduating from Tigard High School, Portland Community College, and Portland State University with a BS in Accounting and Business. She has worked in various industries and uses her wide experience to client advantage. While doing a life assessment, she realized the happiest working moments of her career were when she was helping clients through the tax system.

She has worked with tax clients for 35 years as a Licensed Tax Preparer. She earned her Licensed Tax Consultant and Enrolled Agent status and started AccounTax of Oregon in 2004. (An Enrolled Agent is licensed to practice before the IRS). She enjoys teaching and has run a Tax School to help students pass the LTP exam. She earned one of the highest pass rates in the state.

Annette speaks regularly to various professional organizations around Oregon and loves to share her passion for taxes, clients, and small business. Her tag line is “YIPPEE! It’s Tax Time!”"

more Calendar

7/1/2020 » 10/8/2020
ON-DEMAND WEBINAR: Ethics (2 hrs CE)

9/8/2020 » 12/31/2020
ON-DEMAND WEBINAR: Rendezvous 2020: "All Tax Things COVID" (12 hrs CE)

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