1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Details
Date: October 22, 2021
Time: 08:00 am - 04:30 pm
Cost: $230 to $300
Event Category: Taxes,Accounting,Business Tax,Computer Science,Ethics,Personal Tax,Practice Management
Organizer
OAIA
Phone: (503) 282-7247
Email: info@oaia.net
Venue
Holiday Inn - Portland South
25425 SW 95th Avenue
Wilsonville, OR 97070 US
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Phone:
503-682-2211
Website:
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Speaker

Terry Bakker
Terry
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.

2021 In Person Form 706 for Estates with Emphasis on OR & WA


HURRY - EARLY PRICE ENDS SOON !!

Early price for members : $230 / After July 14, 2021 : $ 260
Early price for non-members : $300 / After July 14, 2021 : $ 330

Event Description

In Person Form 706 for Estates with Emphasis on OR & WA Seminar

This will be an in person, socially distanced, seminar.

If signing up for both days of seminar be sure to register for the package!!!

This course is written and taught by practicing CPA, Terry Bakker from the point of view of an actual practitioner.  This course will focus on the Form 706 with emphasis on the rules for the states of Oregon and Washington.  With the increasing estate tax exemption at the federal level, the Estate Tax is seen as a rare form, but that isn't true when you consider the exemption for Oregon is $1,000,000 and for Washington it's $2,193,000.  Updated for the newest estate planning rules under President Biden, this seminar will review the 706 form to claim the portability election at the federal level, and issues of estates that have cross border properties.

Additional Information

CPE Hours : 8
Level : Intermediate
Prerequisites : 2-4 years of tax preparation
Field Of Study : Taxes

Price for members : $230
Price for nonmembers : $300


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