Portland Area Chapter

2016 Federal & OR Updates

Presented by Terry Baker, EA
December 10, 2016 9AM-4PM

This course will cover law changes, potential law changes, and the continuing impact of the implementation of the Affordable Care Act in order to prepare practitioners to vavigate the minefield of tax preparation in this day and age. In addition, we will cover the additional rules and regulations imposed on prepares by the IRS & Oregon.

Terry is the owner of O’Leary’s Tax Service, Ltd. She graduated from Portland State University in 1988 with a Bachelor of Science degree in Business Administration: Accounting. In May of 1988, she sat for the CPA exam and passed all four parts. In 1989, Terry became licensed as a Tax Preparer in the State of Oregon and began preparing income taxes for her father, Larry O’Leary, an LTC and tax attorney. Terry became a Licensed Tax Consultant in 2003 and an Enrolled Agent in 2008. In addition to her dedication to her clients and her business, she has a commitment to her profession. Terry is the Past President of the Oregon Association of Independent Accountants, the OAIA’s representative to the IRS Stakeholder Liaison. She is actively involved with the National Society of Accountants. In addition, Terry teaches a class for practitioners who wish to sit for the Enrolled Agent’s exam. Terry also speaks to other preparers, in Oregon and nationally, on tax law and its effects on practitioners.

St. Rita’s Catholic Church
Lecture Hall
10029 NE Prescott Street
Portland, OR 97229
Registration: 8:15 am. Class: 9:00 – Lunch 12:00 – 1:00 – Class Ends at 4:00 pm
Morning and afternoon refreshments provided.

OrSEA Member – $50
Non-Member – $75
Lunch Available $10 per person
*morning and afternoon refreshments included in registration

Flyer and Registration Form

Register On Line

President: Eve Davis
Vice President: Open Position
Treasurer:  Ira Rosenberg iratax@frontier.com 530 NW Battaglia Ave
Gresham, Or 97030