Is your group sponsoring an educational opportunity? We'd love to help
you get the word out, no matter what organization you belong to! Just tell
the webmaster about it, and send us a file copy of
your registration form so we can post it for you.
How Do I Find What I'm Looking For?
Events on this page are ordered by state.If you wish
to survey class availability by date rather than by location, just
CLICK HERE to go the the event calendars.
IRS-Sponsored Practitioner Education Phone Forums (1 hour CPE)
The IRS Stakeholder Liaison group (formerly Taxpayer Education
and Communication - TEC) regularly schedules Phone Forums
for which qualifying participants receive CPE credit. What is nice about a
Phone Forum is that it is FREE, and
you don't even have to leave your office! Topics are timely, and you can easily
include others in your office by using your conference phone.
Upcoming topics:
- July 16: POA/CAF Reporting and Issues
Learn about Powers of Attorney (POA) and the Centralized Authorized File
(CAF) Unit:
-
A quick general overview of the Centralized Authorized File Unit
- What POA authorities can be granted via Forms 2848, 8821 and check box
- How to avoid common errors that cause your POA to be rejected
- How to submit an electronic Form 2848 via e-services
CONFERENCE ACCESS CODE
887541: 10:00 a.m. (EDT)
699289: *1:30 p.m. (EDT);
466458: 4:00 p.m. (EDT);
*Participant alert: The times for this session depart from
the normally scheduled times. They occur one-half hour later than usual
Please register by Friday, July 11, 2008. We will e-mail materials for the
class on Monday, July 14, 2008. If you do not receive this e-mail by noon
on Tuesday, July 15, contact us at nationalphoneforum@irs.gov to
request the presentation materials.
Sponsored by: Internal Revenue Service Small Business Self
Employed Communications Liaison Disclosure Stakeholder Liaison Field
Register online at: https://www.attevent.com. You
will be assigned a Personal Identification Number (PIN) that must be used to
join the conference. If you have not registered with AT&T before, you will
need to “create a profile” first.
CONFERENCE DIAL-IN NUMBERS:
Toll free: (866) 216-6835
Toll: (913) 227-1220
Conference access code: See above for the time zone of your choice.
- Please dial in 5-10 minutes prior to conference start time.
- Enter your access code, followed by the pound (#) sign.
- Enter your Personal Identification Number (PIN), followed by the pound
(#) sign.
- Your line will be placed on hold with music until the conference
begins.
For information on any upcoming Phone Forums, CLICK HERE to go to the Practitioner Local Liaison
Meetings and Seminars page
on the IRS Web site. Select your state from the list, and follow the instructions
for the Phone Forum of your choice. You may want to bookmark this page for
easy access to information about up-coming events!
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Tax Talk Today (1 hour CPE)
Tax Talk Today is a live Internet program featuring industry tax
experts and professionals, like yourselves, and top representatives from the
IRS. Each program features lively discussions, real-time interaction and the
opportunity for viewers to participate in the discussion by e-mailing questions
directly to their studio. Late-breaking news from the IRS may augment or pre-empt
original programming, making Tax Talk Today a primary ‘you heard it
here first’
source of news about IRS initiatives, rules and decisions.
- The live program Retirement Plan Pitfalls is
scheduled for Tuesday, July 8, 2008 from
2:00 pm to 3:00 p.m. EDT.
Content: Don't wait until the IRS knocks on your client's
doors to help them find, fix and avoid common retirement plan mistakes.
Attend this program where you will learn how to use the IRS Fix-It
Guides to identify and correct frequently encountered errors the IRS
sees in retirement plans. In addition, the IRS will provide tips you
can share with your clients on how these mistakes can be avoided in
the future. Use IRS Fix-it Guides to keep your clients out of trouble.
CPE is available at a cost of $25 per hour.
To register and for instructions on how to view programs live on your computer,
go to www.taxtalktoday.tv.
If this broadcast does not fit into your schedule, remember that in
addition to the Live webcast, the FREE monthly programs are available for up
to 12 months as reruns through their archives, or on audio CD and VHS videotape
(perfect for conducting group viewings or for staff training). Click HERE to
download the 2008 brochure listing available programs (updated 05/13/08 ).
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Oregon Department of Revenue
Tax Practitioner Liaison (TPL) Meeting (2 hours CPE)
The
Tax Practitioner Liaison (TPL) meeting is usually scheduled for the fourth
Friday each month from 9:00 am – 11:00
am. The next meeting will take place on July 25 .
The meeting is held at the Oregon Department of Revenue Building at
955 Center NE, Salem, Oregon, in the "Fish
Bowl" room on the first floor
near the cafeteria. (Need
a map?). For more information about these monthly meetings, contact
Ron Wagner, Policy and Systems, at Ronald.A.Wagner@state.or.us .
To get a feel for the invaluable content of these meetings, you may
want to browse their Web
site,
where agendas and minutes are posted
for easy reference.
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Wilen and Associates:
2008 Summer Workshop: Back to Basics
(6 hours CPE)
Speaker Joan Wilen will present seminars throughout
the month of July on the following topics:
- Filing Status and Dependents
- Itimized Deductions
- Tax Credits
- Schedule D
The seminars will be offered in
the following cities:
| Date |
Oregon |
Washington |
| 7/16 (Wed) |
Eugene, OR
Valley River Inn
1-541-687-0123 |
|
| 07/17 (Thurs) |
Bend, OR
The Riverhouse
1-541-617-7276 |
|
| 7/21(Mon) |
|
SeaTac, WA
Best Western Executel
1-206-878-3300 |
| 7/23 (Wed) |
Portland, OR
Ramada Inn
1-503-255-6511
|
|
Each 9:00 am to 4:00 pm seminar costs $105.00 and awards six hours CPE. Click HERE for
registration materials.
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Wilen and Associates:
2008 Seminar by the Sea
(6 hours CPE)
Wilen and Associates brings you the Fifth Annual Seminar
By The Sea this August 1, 2008, at the Shilo Inn
Seaside Oceanfron Resort in Seaside,
OR. Joy Wilen, LTC, EA, will be offering three sessions this year,
each worth two hour CPE. The topics are:
- Session 1 (8:00 am - 10:00 am) Net Operating Losses (Basic)
- Session 2 (10:00 am - Noon) Utilizing the NOL Deduction
- Session 3 (1:00 pm - 3:00 pm) Ethics
You can sign up for one, two, or all three session. Fees are as follows:
- One session – $50.00
- Two session – $80.00
- Three sessions – $105.00
Click HERE for
registration materials.
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2008 OATC Basics and Beyond Seminars (6 hours CPE)
The annual OATC Basics and Beyond seminars will be held throughout
Oregon during the month of September (see the table below for
dates and locations. Speaker Marilyn Johnston, LTC, EA, will
address Personal Residence Issues
- Bankruptcy and Repossession
- Sale of residence that has been used for business purposes.
Registration materials and specific site locations will be available later
in the summer .
| Date |
Location |
|---|
| Sept 16 (Tues) |
Portland Metro West |
| Sept 17 (Wed) |
Eugene, OR |
| Sept 19 (Fri) |
Bend, OR |
| Sept 20 (Sat) |
La Grande, OR |
| Sept 24 (Wed) |
Medford, OR |
| Sept 25 (Thurs) |
Klamath Falls, OR |
| Sept 27 (Sat) |
Portland Metro East |
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OATC Super Star Seminar (12 hours CPE)
It's not too early to mark your calendar for this year's Super Star Seminar
on October
29-30..
The topic of Estates and Trusts and Oregon Inheritance & Tax Planning
Issues will
be covered by presenters Judith Krussow, LTC, EA; and Steven M. Cyr, Attorney.
Classes will run from 9:00 am to 4:00 pm each day.
This seminar will take place at the Holiday Inn at 24525 SW
95th Ave. in Wilsonville, immediately off of I-5 Exit 286.
CLICK HERE for a flyer with price information. Registration materials will
be available in mid-September.
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