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.

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.

For information on 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!

Did You Miss One of the IRS-Sponsored Webinars/Phone Forums?

Are you in luck! Visit their archive Tax Practitioner Video and Audio Presentations to recreate the event at your leisure. Transcripts are also available for download.

You may need to download and install a free copy of the Adobe Flash Player in order to view video content.

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IRS Webinars

IRS Small Business/Self Employed, Communications, Liaison and Disclosure, Stakeholder Liaison Field Operations invite Enrolled Agents, CPAs and tax professionals to attend these FREE Webinars.

Continuing Education Credit

Enrolled agents receive one CPE credit for participating for a minimum of 50 minutes from the start of the webinar. Other tax professionals may receive credit if the webinar meets your organizations or states CPE requirements. Register for the webinar using your e-mail address, and use the same e-mail address to log in to attend. This will confirm your attendance and generate your Certificate of Completion*.

* Only participants in the live events will receive certificates. If you do not need a certificate to obtain CPE credit, you may choose to view the archived version of the webinar after the event..

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Oregon Department of Revenue
Tax Practitioner Liaison (TPL) Meeting (2 hours CPE)

The Tax Practitioner Liaison (TPL) meeting is usually on the fourth Friday each month, from May through October, and the first Friday in December. The next meetings will take place on August27, September 24, October 22, and December 3.

The meeting is held from 9:00 am - 11:00 am 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 general information about these monthly meetings, contact Sheri Suppes, Policy and Systems, at Sheri.L.Suppes@state.or.us and for specific details, contact the Coordinator Dee Brinlee at dee.brinlee@state.or.us.

This is your opportunity to receive the latest DOR news, exchange information, elevate issues, provide feedback, meet with DOR representatives, and get the latest word on DOR policy, practice, and procedures. 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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NATC EA Classes (up to 46 hours CPE)

The implementation of national registration is on the horizon and with it the promise of additional testing to assure the IRS that all those they register are competent to do tax returns. The only group that the Director Of Practice has exempted categorically from testing is those tested by the IRS in the EA program. CPAs and Attorneys are exempt in the initial testing program, but they are being examined for their competence during that three year period and if they don't measure up, they, too, will be tested.

Many of the members of NATC have the equivalent experience of an Enrolled Agent. Not all have taken the time to take the tests. There are programs in various communities - classes, webinars, self-study that might be worth pursuing now so that you can claim your expertise and raise your level of participation above the norm. Not all of you are in commuting distance of Eugene, Oregon, our national headquarters. Those of you who are are welcome to enroll in the NATC preparation class.

Classes will be from 7:00 PM to 9:00 PM Monday and Wednesday from July 12 to September 29. We will not meet on Labor Day. We will use the Thomas Tax study materials. The cost will be $250 for the instruction and $175 (a discount) for the Thomas Tax materials. That's a total of $425 for 46 hours of education. Hours earned can be split by months.

These classes are not allowed for EA credit, but are allowed for Oregon credits. We are limiting the class size for effective discussion and pacing. There are five open spots left. If you are willing and able to commute and interested in taking one of those five slots in the program, please call Pat at 800-745-6282 or if you live in the Eugene/Springfield area 541-653-9230, to reserve a place in the class. No prerequisites – however, first call, first reserved.

Please pay with cash or check – no credit cards for this class. Payment is due on the first day of class when the first set of materials will be distributed.

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Wilen and Associates: Seminar by the Sea (2-6 hours CPE)

Wilen and Associates bring you Seminar by the Sea 2010 at the Shilo Inn Seaside Oceanfront Resort, 30 North Prominade, Seaside, OR on July 30. Speaker Joy Wilen LTC, EA is offering three sessions this year, each session awarding 2 credit hours. You can sign up for one, two or all three sessions. Fees are as follows:

One Session        $50.00
Two Sessions      $80.00
Three Sessions $105.00

Topics:
Session #1 (8 am – 9:50 am) Divorce Issues #1
Session #2 (10 am – 11:50 am) Divorce Issues #2
Session #3 (1 pm – 2:50 pm) *Ethics
*The ethics session qualifies for general continuing education for all practitioners, but only qualifies as a required ethics class for enrolled agents.

CLICK HERE to download a registration form for mailing.

Wilen and Associates: 2010 Fall Workshop
(6 hrs CPE)

Joan Wilen, of Wilen and Associates, will be presenting the 2010 Fall Workshop throughout Oregon and Washington during the month of September. Topic areas include:

• Cancellation of Debt Income
• Rental Income and Deductions
• Like Kind Exchanges
• New Federal Licensing Requirement

CLICK HERE for the registration form.

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