OREGON ASSOCIATION OF INDEPENDENT ACCOUNTS

Details

Date: December 9, 2021 & December 10, 2021

Time: 08:00 am - 04:30 pm

Cost: $449 to $519

Event Category: Taxes,Accounting,Business Tax,Computer Science,Ethics,Personal Tax,Practice Management

Organizer

OAIA

Phone: (503) 282-7247

Email: info@oaia.net

Venue

Embassy Suites - Portland Airport; 7900 NE 82nd Ave.
Portland, OR 97220 US
+ Google Map
Phone:: 503-335-6869
Website:: Visit Venue Website

Speaker

Bob Jennings, CPA, EA

Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana), a licensed CFP, an IRS Enrolled Agent and a Registered Tax Return Preparer. Bob is also a prolific author and has published over 60 professional articles in such magazines as the Journal of Accountancy as well as many other professional and consumer publications; annually authors several tax, accounting and technology manuals; and is a regular columnist for FoxBusiness.com. As the founder of his own regional CPA firm in 1984, Bob has dealt exclusively with individual and small business financial issues for over 30 years. Bob appears regularly in the media and has been quoted extensively by numerous publications. He has recorded an extensive number of information videos, DVD’s and instructional clips available on his website at TaxSpeaker.com.

Terry Bakker

Graduated with a Bachelor of Science in Business Administration: Accounting from Portland State University. Passed all four parts of the CPA exam on the first sitting. Started into the tax arena working for her father, Larry O’Leary, has been committed to the tax preparation industry, education and promotion since. Terry became a Licensed Tax Preparer, then a Licensed Tax Consultant in 2002, and an Enrolled Agent in 2008. Terry was able to get her CPA license in 2018. She has over 27 years’ experience in the industry. Terry is a past president of OAIA.. Terry brings practical experience to the subject of Ethics, with suggestions for ensuring compliance with the plethora of rules that govern the industry.

Mark MIrsky

Mark Mirsky CPA, MST, CGMA Mark Mirsky is a licensed CPA in Illinois with in-house corporate accounting experience, and has worked in both large and small accounting firms. He has a Master's in Taxation from University of Illinois, Urbana-Champaign. In 2004 Mark co-founded ROI Business Services, LLC, where he leads the Taxation and Management Advisory Services. In 2018 he founded ROI CPE, LLC to provide quality education to the CPA industry. With a focus on partnerships, S-corporations, C-corporations, and multi-state taxation, Mark also provides assistance for business startups, the acquisition and disposition of businesses, international taxation, and real estate. Mark works with businesses and organizations across the country and around the world, including manufacturing/distribution, technology and web-based, and construction companies, as well as service firms and medical practices. He also works with individuals and tax planning. Mark's background includes working in the international tax group at one of the largest accounting firms in the world, and for two middle-market firms focusing on closely held businesses, serving as a firm-wide resource for partnership and multistate taxation. He currently is teaching for Taxspeaker around the country, a former instructor for other national seminar companies. Concentrations: Tax instruction, business consulting, multi-state and partnership taxation, international tax, S-corporations, startup businesses, tax planning, individual tax, accounting and assistance with structuring sales/acquisitions of businesses.

2021 In Person 1040 Taxes in Depth - Portland

Description
Additional Information

Event Description

In Person 1040 Taxes in Depth - Portland

Due to Covid 19, the OAIA Board has decided to offer you the best of both worlds. You have the option of attending this seminar in person, socially distanced of course, or if you are still not comfortable with that, it will be live-streamed as a webinar.

Please pay attention, the format of the seminar you are registering for is in in the title.

The 1040 in Depth course manual is America's only independently awarded recognition for multiple years as the top Research live course CPE manual in the country. With over 1,100 pages of practitioner-written guidance, organized in the logical form order used by the IRS to assemble returns, participants receive both a printed and electronic manual. Written and taught by actual practitioners known for high-energy presentations in educational and humorous, yet informative manners, this course has been ranked as TaxSpeaker's finest course for 15 straight years. Because all of our speakers are required to personally prepare, for compensation at least 200 returns annually, participants are assured of receiving practical guidance, excellent speakers, and dozens of checklists, worksheets and client letters while obtaining the latest "What's New" information. All live seminar attendees are also provided with: PDF of hyperlinked manual, our 4-page laminated desktop reference "Fingertip Facts" and a free 2 hour self-study ethics course.

Our 2021 course will include detailed coverage, with planning ideas, of the latest changes form the 2021 Tax Acts from the new President, in depth analyses of court cases and IRS pronouncements with special focus coverage of sole proprietorship issues and IRA's as well as our annual review of common preparation issues. Because this is TaxSpeaker's flagship course participants are assured of receiving the best, most thorough and hands-on individual tax preparation education available in the country. The manual includes over 1,300 hyperlinked citations to the accompanying free online tax research library.

Additional Information

Course Objective

Upon completion of this course, you will be able to properly report amounts on clients’ Form 1040 returns that appear on various 3rd party forms, properly prepare Form 1040 and its various schedules; properly file the above forms with Form 1040 when required; Determine if clients qualify to take various credits on their 1040 returns to reduce taxable income; Properly deduct disaster losses on Form 1040; Provide clients with methods of saving for their children’s college education and determine if they qualify for various education credits and deductions to reduce taxable income; Prepare to handle IRS audits of your clients; Comply with the requirements imposed by the Circular 230 regulations; Advise clients who are members of the military on special taxation rules.

CPE Hours : 16
Level : Intermediate
Prerequisites : 2-4 years of tax preparation
Field Of Study : Taxes

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