Join our email newsletter to stay in the loop.
Join a thriving network of independent accountants in Oregon, Washington, and Idaho to level up your professional journey.
srobertson4oaia@aol.com
(503) 282-7247
1804 NE 43rd Avenue
Portland, OR 97214
© 2026 Oregon Association of Independent Accountants. All rights reserved.
Upon completion of this course, attendees will be able to properly prepare, report amounts on, file, and deduct disaster losses from Form 1040. We will also teach you how to determine which credits clients may qualify for on their 1040 returns to reduce taxable income, including methods to save for their dependent children’s college education and other education credits and deductions. In addition, this course covers appropriate handling of IRS client audits, compliance with Circular 230 ethics regulations, and advice for clients under military special taxation rules.
1041's for Trusts & Estates -Webinar - 8 Hours CPE
Speaker: Terry Bakker, CPA, LTC
Starts at 8:00 a.m. PDT
Location: AC Hotel - 14811 Kruse Oaks Drive - Lake Oswego, OR 97035 - Phone: (503) 684-8324
* This is a hybrid in-person/webinar - Make sure you are registering for the correct format of the class you want*
During this course, we will define estates, a short tax year, distributions in kind, discretionary income distributions, and irrevocable and revocable living trusts. The instruction also includes identification of the duties of the fiduciary, characteristics of other types of trusts, purpose of the probate court and income distribution deduction, and options for IRA’s inherited by a spouse. Upon completion, attendees will also have thorough competence to determine qualifiers of a grantor trust, how to compute amortization allowances, what qualifies as IRD, and the advantages of revocable living trusts.
Oct 23, 2026, 3:00pm – 11:00pm
Apr 1, 2026
Oct 23, 2026