1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Details
Date: October 27, 2016
Time: 08:00 am - 04:00 pm
Cost: $175 to $225
Event Category: Taxes
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

Charlie Slade, CPA, JD, RTRP
Charlie
Charlie Slade JD, CPA owns and operates Slade and Company in Columbia, Maryland, with his wife, Norma. He graduated from the University of Baltimore in 1971 with his Bachelors in Accounting and in 1976 with his JD. He has been a practicing Certified Public Accountant since 1972 and a Maryland Attorney since 1976. Since 1994 Charlie has been very active in his state society and has served as a member of several committees as well as chair of the Education and Professional Studies Committee for five years. For many years, he has been a facilitator at the Society's Solo and Small Firm Conference, a weekend retreat designed to present business and practice management sessions and opportunities to solo and small firm practitioners. Combining his professions, Charlie specializes in estate planning including the preparation of wills, trusts and estate administration. Charlie's down-to-earth presentations from a hands on practitioner receive outstanding evaluations in every seminar.

2016 Trusts and Estates


Event Description

Charlie Slade presents this class from the point of view of the tax expert AND the lawyer.  Acclaimed as "the best 1041 class ever - this guy is great!" He shows attendees how to prepare the forms, how to do the accounting and how to plan for the future.

 

Additional Information
Course Objective

Upon completion of this course you will be able to: Determine in which of your engagements you are required to apply the SSARS literature; Prepare compilation reports that are compliant with the new SSARS 19 literature; Determine the appropriate course of

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

Price for members : $175
Price for nonmembers : $225

Past Seminar.

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