Portland State University
 
Tax Practitioners Institute

2007 Agenda
Eugene, Beaverton, Wilsonville

Day One

8:00 - 9:50 a.m. Presenter, Debra Buchanan
 
  • State Update
10:00 - 11:50 a.m. Presenter, Judi Krussow
 
  • Estate & Gift Tax
11:50 - 12:30 a.m. Buffet Lunch
   

12:30 - 1:20 p.m.

Presenter, Debra Buchanan

 
  • State Update
1:30 - 2:20 p.m. Presenter, Judi Krussow
 
  • Estate & Gift Tax
2:30 - 4:30 p.m.

Presenter, Larry Brandt

 
  • Ethics (CPA, EA, LTC)
4:30 - 4:45 p.m. Sign-out for CPE credit hours

Day Two

8:00 - 9:50 a.m. Presenter, Steve Cyr
 
  • Individual Taxpayer Issues
  • Business Entities
  • Business Issues
10:00 - 11:20 a.m. Presenter, Michael Wetzel
 
  • Rulings & Cases
11:30 - 12:20 p.m. Presenter, Mardi Van Dyke, IRS
 
  • Audits
12:20 - 1:00 p.m. Buffet Lunch
   
1:00 - 2:50 p.m.

Presenter, Brian Wozniak, IRS

 
  • IRS Procedural Updates
3:00 - 4:30 p.m.

Presenter, Steve Cyr

 
  • Domestic Production Activities Deduction
  • Special Needs Trusts
4:30 - 4:45 p.m. Certificates of attendance awarded

2007 Agenda
North Portland

Day One

8:00 - 9:50 a.m. Presenter, Debra Buchanan
 
  • State Update
10:00 - 11:50 a.m. Presenter, Judi Krussow
 
  • Estate & Gift Tax
11:50 - 12:30 a.m. Buffet Lunch
   

12:30 - 1:20 p.m.

Presenter, Debra Buchanan

 
  • State Update
1:30 - 2:20 p.m. Presenter, Judi Krussow
 
  • Estate & Gift Tax
2:30 - 4:30 p.m.

Presenter, Steve Cyr

 
  • Individual Taxpayer Issues
  • Business Entities
  • Business Issues
4:30 - 4:45 p.m. Sign-out for CPE credit hours

Day Two

8:00 - 9:50 a.m. Presenter, Larry Brandt
 
  • Ethics (CPA, EA, LTC)
10:00 - 11:20 a.m. Presenter, Michael Wetzel
 
  • Rulings & Cases
11:30 - 12:20 p.m. Presenter, Mardi Van Dyke, IRS
 
  • Audits
12:20 - 1:00 p.m. Buffet Lunch
   
1:00 - 2:50 p.m.

Presenter, Brian Wozniak, IRS

 
  • IRS Procedural Updates
3:00 - 4:30 p.m.

Presenter, Steve Cyr

 
  • Domestic Production Activities Deduction
  • Special Needs Trusts
4:30 - 4:45 p.m. Certificates of attendance awarded