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Local Chapters
Metro Area Chapter
8 Hours of Continuing Education
Tuesday November 10, 2009
8:00 am to 4:30 pm
Maddy Gaoiran, EA
Maddy's program will qualify for 2 hours of ethics CE.
Among the topics to be covered:
Ethics defined by Laws & Regulations
News Flash regarding Oregon Tax Law
Ethics in Interviewing & Interviewing Techniques
Circular 230 Issues
"Problem Children" & conflicts of interest
Frequently Missed Questions
Sample Engagement Letter & various worksheets
Samuel S. Peden, EA
He will discuss issues regarding client representation before the services. In addition, he will talk about some of the issues that come up when representing clients at various levels of the service.
Location
McMenamins Kennedy School
Auditorium
5736 N.E. 33rd Ave.
Portland , OR 97211
Cost
Member NAEA: $119.00
Non Member NAEA: $149.00
Maddy Gaoiran, EA
Maddy Gaoiran has been preparing taxes since 1989. In January, 1992 she started "Bayview Accounting & Tax Service". Her firm provides year round accounting and payroll services as well as preparation of tax returns for individuals, business entities, fiduciary returns for estates & trusts and gift tax returns. In 2004 she became an enrolled agent and began representation for clients.
She has presented this program to the NATP 2008 National Convention and various tax organizations in Oregon , Idaho and Southern California .
Samuel S. Peden, EA
Sam is a former IRS employee serving as a Revenue Officer, Group Manager, Instructor in technical areas of collection, as well as management training including writing the National Advanced Technical Training Manual for the Collection Division of the IRS. He has also served as an "expert witness" in federal courts for the Collection Area of the IRS. Sam retired from the service in 1995 and established a private practice specializing in collection matters as well as speaking at various seminars.
Sam's presentation has received rave reviews from various tax groups.
Schedule
7:30am Registration
8:00am Sam Peden
12:00 Lunch
12:30pm Maddy Gaoiran
4:30 Wrap up Session
Registration
Name:_______________________________________________
Address:____________________________________________
City:___________________ State:_____ Zip:______
Phone:_____________ Email:___________________________
EA License Number:________ LTC License Number:_________
CPA License Number:_______ LTP License Number:________
Mail registration form and fee to (make check payable to ORSEA - Metro Chapter):
ORSEA - Metro Chapter
530 NW Battaglia Ave
Gresham , Or 97030
Future Meetings
Dec 15, 2009
Passive Activity Limitations
Jan 19, 2010
Feb 23, 2010
Mar 16, 2010
Apr 20, 2010
May 25 - 27, 2010 State Conference in Jantzen Beach
Capital Chapter - |
IRS Sponsor#297 |
| Networking Round Table |
At this time, all future meetings, planned or tentatively planned for the CAPITAL Chapter, have been temporarily cancelled.
MAC (Metro Area Chapter) invites the Capital area members to their networking and education sessions. Their next meeting is from 6-9pm on December 16th at McMenamin's Kennedy School in NE Portland. See above for details and watch for broadcasts from “Helen Pilgrim”, an education committee member.
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Southern Oregon Chapter
FALL SEMINAR
Thursday, October 22, 2009
10am-3pm
Mark your calendar!
Susie Gregory, EA, LTC
Timber Tax Issues
4 hrs. CPE
SEVEN FEATHERS
Fir Room
Canyonville , Oregon
I-5 Exit 99
Contact Susie Gregory for more info @ (541) 673-1247
Pre-register with SOrSEA via Susie Gregory on or before 10/16/09
1352 SE Cobb St. , Roseburg , OR 97470
For info call (541) 673-1247
Registration at the door ok, but
pre-registration reserves the handout & your lunch!
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