OREGON ASSOCIATION OF INDEPENDENT ACCOUNTS

Details

Date: July 26, 2023

Time: 01:00 pm - 02:00 pm

Cost: $90.00 to $160.00

Event Category: Taxes,Ethics,Personal Tax

Organizer

OAIA

Phone: (503) 282-7247

Email: info@oaia.net

Venue

Live Streaming Webinar; , US
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Speaker

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.

Event Description

Earned Income Credit Webinar

Rebroadcast of earlier live streaming webinar. Moderator available to anwer questions, not actual speaker.

This course will review requirements, from earned income to dependents, to qualify to take the EITC, as well as the Due Diligence questions that must be asked and the variations depending on the taxpayer's situation.

Additional Information

Course Objective

Upon completion of this course, you will be able to: Know the basics of the Earned Income Tax Credit - Earned Income, Dependents as well as the Due Diligence questions that must be asked..

CPE Hours : 1
Level : Basic
Prerequisites : None
Field Of Study : Income Tax