1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Date: June 9, 2022
Time: 08:00 am - 04:00 pm
Cost: $319 to $389
Event Category: Taxes,Ethics,Personal Tax,Practice Management,Crypto Currency,Technology,Security,Emerging Economy
Phone: (503) 282-7247
Email: info@oaia.net
Holiday Inn - Portland South
25425 SW 95th Avenue
Wilsonville, OR 97070 US
+ Google Map
Visit Venue Website

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.

2022 In Person Crypto-Currency and the New Economy

Event Description

Crypto-Currency and the New Economy IN PERSON SEMINAR

If registering for both days make sure you select the package to register for


The OAIA Board has decided  to offer you the best of both worlds This course will be simulcast as a live streaming webinar from the Holiday Inn - Wilsonville.  It will be taught by Bob Jennings and Terry Bakker and you can take it in comfort of your own office or home via a webinar.  You will register and pay your fee to OAIA the same as a live seminar and than a day or two prior to the seminar you will be issued log in information to access the webinar as well as a download code to get the manual.

This new course for 2022 wil begin by explainintg major crypto-currency concepts and then going knee-deep into tax compliance and reporting issues, while including dozens of examples and completed forms.  We discuss and explain crypto, NFT's, staking, nodes and lending and more while also discussing FBAR and FATCA issues.

We will then review the latest technology changes affecting tax offices whil keeping an eye on, and providing guidance and recommendations for security in the tax office.

The last portion of the day will be devoted to discussing and illustrating tax reporting for emerging tax issues such as social influencers, consumer-to-consumer sellers, personal asset rentals and service based activities.




Additional Information

CPE Hours : 8
Level : Basic
Prerequisites : None
Field Of Study : Taxes

Price for members : $319
Price for nonmembers : $389

Past Seminar.