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
2016
JULY
AUGUST
SEPTEMBER
7/1 Articles to Joyce Lavoie for Tax Fax
7/1 Dues Renewal for OSTC

7/9 9:30AM Officer Training Lunch 12:00 noon (included)

7/9 1:00PM STATE BD MTG

7/13 SW Mtg – Dennie Wheeler
7/14 CR Mtg - Topic TBA
7/14 SA-Ma’s Rest in Lebanon
7/21 HD Mtg Basics - Marge Hotz
7/26 SS Mtg - Topic TBA
7/22 ODR FISHBOWL
7/28 Convention Registration or flyer out for Tax Fax
7/30 Tax Fax Deadline

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

8/5 Convention registration starts via Constant Contact

8/8 CA Mtg - Topic TBA

8/10 SW - Picnic @6:00PM
Randy Rasmussen@7:00 1hr Ed

8/11 CR Mtg - Topic TBA

8/13 CR - Representation w/Debi Peters
8/18 HD Mtg - Topic TBA

8/15 Early Bird Registration
for Convention ends
8/23 SS-OSLA Roundtable
8/25 HD Mtg-Topic TBA
8/25 Deadline for Unit Awards to be submitted to Gloria Sang & Bill Cochran Award to be submitted to Deanna Mathis

8/30 Regular price Convention registration ends & late fees begin

HD No Mtg this month
SW No Mtg this month

9/8 CR Mtg - Topic TBA
9/8 UR Mtg- Topic TBA
9/10CA Mtg-Basis-Sandra Collins
9/15-17 ANNUAL CONVENTION at Chinook Winds in Lincoln City
9/15 9:15AM Board Meeting
9/16 General Membership
Meeting at 3:30PM - Election of State Officers

9/16 5:00PM State Bd Mtg
w/new Officers
9/16 Banquet - Heart of the Valley theme - request wearing red & white for Banquet

9/17 5:30PM State Debrief Mtg
9/23 SS 6hr Seminar-DWheeler
9/24 CR - Dealing w/the Fun Stuff - Michael Gordon
OCTOBER
NOVEMBER
DECEMBER
10/1 Info to State VP for 6/$25: Location, Speaker, Contact Person, Lunch and Date?

10/10 CA Mtg - Topic TBA
10/12 SW Mtg - Topic TBA
10/13 CR Mtg - Topic Ethics
10/13 UR Mtg –Topic TBA
10/20 HD Mtg - Topic TBA

10/22 CR - Essence of an Estate Plan & How it Works - Molly Lessard

10/24 IRS Forum @ OR Convention Center
10/25 SS - Ethics, Maddy Gaoiran
10/25 Quickfinder Deadline -
All orders in to State Treasurer
11/9 SW Mtg - RMD - Ivan Eng.opic TBA

11/10 CR Mtg - Topic TBA

11/10 UR Mtg- Topic TBA

11/14 CA Mtg - Topic TBA

11/15 SS – Collection Issues
Bruce Tucker

11/17 HD Mtg - Topic TBA
12/8 CR Mtg - Depreciation
Shirley Warner

12/8 UR Christmas Dinner

12/10 OSTC State Board Meeting 10:00AM to 3:00PM w/1hr lunch

12/12 CA Mtg - Topic TBA

12/14 SW - Mbr Appreciation Christmas Dinner

12/15 HD Mtg - Topic TBA

12/16 SS-6hr Bob Jennings DVD
2017
JANUARY
FEBRUARY
MARCH
6/$25 Seminars
1/7 or 1/14 CA
1/7 GP
1/7 HD
1/7 SS

1/11 SW Mtg - ODR Update

1/12 CR Mtg - State Update - ODR
1/12 UR Mtg - Oregon Update

1/13 SW Mtg - Topic TBA

1/21 UR

1/24 SS Mtg – No Meeting
Tax Season - No meetings for
OSTC STATE BOARD

2/9 CR Mtg - Topic Round Table

2/8 SW Mtg - Topic TBA

2/9 UR Mtg – Round Table

2/13 CA Mtg - Topic TBA

2/16 HD Mtg - Topic TBA

2/28 SS Mtg – Topic TBA
Tax Season - No meetings for
OSTC STATE BOARD

HD No Mtg this month
SW No Mtg this month
UR No Mtg this month

3/9 CR Mtg - OK Round Table

3/13 CA Mtg - Round Table

3/28 SS – Ask the Experts
APRIL
MAY
JUNE
Tax Season – No meetings for
OSTC STATE BOARD

CA No Mtg this month
SW No Mtg this month
UR No Mtg this month

4/13 CR Mtg - Topic TBA

4/27 HD Mtg - Topic TBA

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

4/30 Review Committee sets
date for Financial Review
HD – No Meeting this Month

5/10 SW Mtg - Topic TBA

CR - Annual Dinner Meeting - TBA

5/11 UR Mtg – Ethics

5/12 SS Seminar-TBA

5/19&20 SPRING FLING at
Shilo Inn in Newport - space limited to 200 registrants.

5/19 5:00PM State Bd Mtg

5/20 5:30PM State Debrief Mtg
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

6/27 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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