1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Date: October 20, 2022
Time: 08:00 am - 04:30 pm
Cost: $319 to $389
Event Category: Taxes,Accounting,Business Tax,Computer Science,Ethics,Personal Tax,Practice Management
Phone: (503) 282-7247
Email: info@oaia.net
Holiday Inn - Portland South
25425 SW 95th Avenue
Wilsonville, OR 97070 US
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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 1041's for Trusts & Estates

Event Description

In Person 1041's for Trusts & Estates Seminar

If signing up for both days, make sure you register for the package!!!!

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

This course is written and taught by practicing CPA Terry Bakker from the point of view of an actual practitioner.  Beginning with a discussion of when returns are required, we guide participants through the 1041 preparation maze while providing hands-on guidance from a real, expert practitioner reagarding types of trusts, return preparation, compliance, allocations and distributions.  Updated for the newest estate planning rules under President Biden, the course also discusses administration and accounting in 1041's and practical advice throughout the day.


Additional Information

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

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

Past Seminar.