Oregon Society of Tax Consultants, Inc.
























State Annual Calendar
CA-Capitol CR-Columbia River GP-Grants Pass HD-High Desert
SA-Santiam SS-South Shores SW-South Willamette UR-Umpqua Rivers
2 0 1 7
JULY
AUGUST
SEPTEMBER
7/1 Articles to Joyce Lavoie for Tax Fax
7/1 Dues Renewal for OSTC

7/9 10:00AM Officer Training Lunch 12:00 noon (included)
7/9 1:00PM STATE BD MTG

7/25 SS - Meeting:  Discussion of HB 2087 and Form 8300.  2hrs CPE

7/30 All Units - Submit year-end Financials to State Treasurer

8/9 SW - Picnic @6:00PM

8/22 SS - No Meeting

8/30 Regular price Convention registration ends and late fees begin
9/8 SS - Mike Johnson - S Corp Shareholder Stock & Debt Basis.  6hrs CPE

9/28-30 ANNUAL CONVENTION at Seven Feathers in Canyonville
9/28 9:15AM Board Meeting

9/29 General Membership
Meeting at 3:30PM - Election of State Officers
9/29 5:00PM State Bd Mtg w/new Officers
9/29 Banquet - "Back to the Country" theme

9/30 5:30PM State Debrief Mtg
OCTOBER
NOVEMBER
DECEMBER
10/1 Info to State VP for 6/$25: Location, Speaker, Contact Person, Lunch and Date?

10/9 CA - Mtg Topic TBA
10/12 CR - Mtg - Ethics
10/12 UR - Mtg - Topic TBA
10/19 GP - Mtg - Peggy Ellis, ODR
10/20 HD - Seminar - Partnerships by Peter Bunce
10/21 CR - Seminar - Terri Baker Non Profit 6 hr
10/24 SS - Meeting:  Recap of IRS Forum with Maddy Gaoiran, LTC, EA, 2hrs CPE

10/25 Quickfinder Deadline
11/08 SW Mtg - Topic TBA
11/09 CR Mtg - Stock Options
11/09 UR Mtg - Topic TBA
11/10 CA 6hr Seminar TBA
11/13 CA Mtg - Topic TBA
11/14 SS - Clergy II
11/16 HD Mtg - Topic TBA
11/16 GP Mtg - IRS Forum Review
11/28 SS - Meeting:  Ethics with Maddy Gaoiran, LTC, EA  2hrs.  CPE
12/? SS - Update with Bob Jennings. 8hrs CPE.  Date TBA
12/9 OSTC STATE BOARD Meeting
10:00AM to 3:00PM w/1hr lunch
2 0 1 8
JANUARY
FEBRUARY
MARCH
6/$25 Seminars

1/23 SS - Meeting:  Update with Oregon Dept. of Revenue
Tax Season - No meetings for
OSTC STATE BOARD

2/27 SS - Meeting:  TBA
Tax Season - No meetings for
OSTC STATE BOARD

3/27 SS - Meeting:  Ask the Experts Pannel.  2hrs CPE
APRIL
MAY
JUNE
Tax Season No meetings for
OSTC STATE BOARD

4/27 SS - No Meeting

4/30 Deadline for Committees to submit their budget to Budget Committee

4/30 Review Committee sets date for Financial Review
SS - Seminar details TBA.  6hrs CPE

5/22 SS - Meeting:  TBA
OFFICER ELECTIONS: ALL UNITS

6/8 CR Mtg - No Meeting

6/8 UR Mtg - Topic TBA

6/12 CA Mtg - Topic TBA

6/14 SW Mtg - Topic TBA

6/15 HD Mtg - Topic TBA

6/26 SS Mtg Topic TBA

List of ALL UNIT OFFICERS to be submitted to State President, State Secretary & Website Chairperson by June 30, 2017
 

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