Community Calendar https://www.oatc-oregon.org/events/event_list.asp Thu, 28 Mar 2024 13:58:03 GMT Wed, 1 May 2024 04:00:00 GMT Copyright © 2024 Oregon Association of Tax Consultants On-demand + In-Person: 2024 Safety Net: "AJ's Basket of Goodies " https://www.oatc-oregon.org/events/EventDetails.aspx?id=1834434 https://www.oatc-oregon.org/events/EventDetails.aspx?id=1834434

 

"AJ'S BASKET OF GOODIES" WILL INCLUDE TRAINING ON:

  • The Corporate Transparency Act
  • Schedules K2 and K3
  • S Corporation Form 7203
  • Partnership Basis and BBA
  • IRC Section 751 (Hot Assets) and
  • Assignment of Income Issues (S Corporations). 

THIS SEMINAR IS AVAILABLE IN TWO CONVENIENT FORMATS

  • In-Person - May 30 in Wilsonville (location to be determined soon)
  • On-Demand/Self-Study - May 1-31, 2024 (registration for this format will close May 24)

HOW WILL ATTENDANCE BE DOCUMENTED?

  • In-Person Attendees: Sign-in sheet on site
  • On-Demand/Self-Study Attendees:
    • GoToWebinar log of polls answered 
    • Passing grade (70% or better) on all exams 
    • Completion of  the post-class survey
COST
  • OATC Members (current both at the time of purchase and at the time of the class):  $80

    PLEASE NOTE: Your registration is not complete until we receive your payment and have verified that you have paid your dues.

  • Guests: $140
    We warmly invite guests to take advantage of the member discount by submitting our membership application   (Join Now! link in the upper right corner of this page) before registering. 

REGISTRATION FEE INCLUDES

  • a link to the digital copy of the handout
  • 6 hours Federal CE on completion of all requirements

CANCELLATION POLICY 

  • Cancellations may be made until 1 week prior to seminar, but will be subject to a $10.00 handling fee. Cancellations made less than 1 week prior to seminar will be subject to $25.00 handling charge and handout material will be made available online. Fee for returned checks is $25.00.
  • Attendee substitutions can be made on a like-for-like membership basis or by paying the difference. Call the OATC office and follow up in writing. 

 


Allen J. (A.J.) Reynolds

ABOUT OUR SPEAKER

Allen J. (A.J.) Reynolds  is an enrolled agent (EA) with over thirty years of experience encompassing multiple areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. focuses a portion of his practice to IRS Audits, Appeals, Collections, Innocent Spouse, Independent Contractor vs. Employee Issues, and Civil Tax Fraud Representations. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives.

Based in Sioux City, Iowa, A.J. nevertheless brings his everyday “in the trenches” experience to seminars nationally to assist attendees with real issues affecting tax professionals. A.J. has spoken for Basics + Beyond Income Tax Seminars and Webinars, NATP National Conferences and Webinars, NAEA National Summer School and Webinars, NTI Resort Conferences, and Iowa State University Webinars and Annual Tax Seminars.

A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving for five years in the United States Navy onboard the Guided Missile Destroyer USS Callaghan. While onboard the destroyer, the ship executed many missions in the Straits of Hormuz off the coast of Iran.

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Wed, 1 May 2024 04:00:00 GMT