TaxSpeaker

1040 Tax in Depth

Live Seminar

Credit Hours: 16

By: Terry Bakker, EA

Registration for state sponsored events such as this one are handled by the individual states and not through our site. Contact information for registration is:

Phone: 503-282-7247
Website: http://www.oaia.net

Event Description:

America’s only CPE award winner continues its tradition as a CPE class combined with a 1040 desktop reference guide. For 2017 we will continue our 4 special focus chapters with new topics of: Amended returns; final returns for deceased; small business pension plan issues; and divorce. The manual begins with our coverage of individual law changes in the powerful and popular “What’s New” discussion, which usually takes ½ of the 2 days. The course then proceeds through problem area and special focus issues and ends with industry issues on the latest concerns. As the only CPE provider recipient of the CPA Technology Advisor’s top research award you are assured of getting the best reference material available presented in an educational, yet interesting format.

Sponsor Details

State Sponsor: Oregon Association of Independent Accountants

Phone: 503-282-7247

Email: srobertson4oaia@aol.com

Sponsor Details

Sponsor: Oregon Association of Independent Accountants

The Oregon Association of Independent Accountants was formed in 1946, as the "Oregon Association of Public Accountants". Our name was changed in January 1991 to reflect a broader scope and the diversity of the organization's membership. The OAIA is an organization of tax professionals in Oregon, Washington and Idaho. We are an affiliate of the National Society of Accountants.

Attendee Requirements

Call society/sponsor for location and hotel information as needed.

All policies and registration and fees are established by society/sponsor.

Dress warmly in layers as the room may be cool.

Event Details
Seating:
LIMITED
Cost:
$0.00
Hours:
16
Event Dates and Times

TIME ZONES: PLEASE NOTE: All live seminar times are listed for the time zone which the seminar is being held.

Date 1 :   November 16, 2017
Time 1 :   8:00 AM    Add to Outlook
 
Date 2 :   November 17, 2017
Time 2 :   8:00 AM   
 
Contact Information
Speaker Bio(s)
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Terry Bakker, EA

Terry O’Leary Bakker, EA, LTC 67985-C is the owner of O’Leary’s Tax Service, Ltd. in downtown Vancouver, Washington, across the river from Portland, Oregon. Terry graduated with her BS in Business Administration: Accounting from Portland State University in 1988 and has worked in tax ever since....

Contact:
Sue Robertson
Email:
srobertson4oaia@aol.com
Phone:
503-282-7247
Testimonials

Testimonial

Event Objective
Upon completion of this course, you will be able to properly report amounts on clients’ Form 1040 returns that appear on various 3rd party forms, properly prepare Form 1040 and its various schedules; properly file the above forms with Form 1040 when required; Determine if clients qualify to take various credits on their 1040 returns to reduce taxable income; Properly deduct disaster losses on Form 1040; Provide clients with methods of saving for their children’s college education and determine if they qualify for various education credits and deductions to reduce taxable income; Prepare to handle IRS audits of your clients; Comply with the requirements imposedby the Circular 230 regulations; Advise clients who are members of the military on special taxation rules.

Field of Study
Taxes

Prerequisites
2-4 years tax preparation experience

Event Level
Intermediate

NASBA Category
Taxes