Bundle: State & Local Tax CPE (In-Person) – NEW!

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Jan 24, 2020

Registration: 7:30 AM / Program: 8:00 AM - 12:30 PM

Fees

Member Fee: $138.00
Nonmember Fee: $178.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -69.00

Description

The In-person Bundle is Sold-out. The Webcast Bundle is still available for purchase. 

Purchase this 4-hour State & Local Tax CPE (In-Person) Bundle and Save $20!


This bundle includes two state & local tax updates: 

  1. Event 1: #10708 (8:00 a.m. to 9:45 a.m.)
    Multnomah County / City of Portland Taxation Update (2 hours - early morning)

    Learn about the Multnomah County and City of Portland taxation laws and calculations, including changes and current issues! This in-depth 2-hour session will walk you through how these local taxes are calculated and update important taxation issues in Multnomah County and the City of Portland. Featured Discussion Leader: Scott M. Karter, CPA, Revenue Division Audit and Accounting Manager.

  2. Event 2: #10745 (10:30 a.m. to 12:30 p.m.)
    Oregon Corporate Activity Tax (CAT) Update: In-Depth Analysis of Current Rule-Making (2 hours - late morning) – NEW!

    Join representatives from the Oregon Department of Revenue and Harriet Strothers from Delap LLP for a robust discussion on the Oregon CAT. Our presenters will go into detail related to the proposed rules that have been released and will include detailed examples.

Designed For

CPAs and professional staff.

Objectives

Major Subjects

  • Multnomah County/City of Portland: Current tax year changes * Determining liability * Nexus and apportionment issues * All exemptions * Tax calculations * Penalty and interest discussions * An opportunity to ask client-specific questions.
  • Oregon's new Corporate Activity Tax (CAT) which is based on gross receipts from business activities in the state


To Register for the Bundle: Click "Add to Cart" button.

  • The Bundled Courses listed below will take you to the individual courses themselves. Do not click these links if you are trying to add the bundle to your cart.

Bundled Courses

If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email profdev@orcpa.org.


Leaders

Scott Karter

Scott M. Karter, CPA is the Audit & Accounting Manager for the City of Portland Revenue Division. He has been with the Revenue Division since 1994. Scott has been the Audit & Accounting Manager since 2013. He was the Audit Supervisor from 2001 to 2013 and a Revenue Auditor from 1994 to 2001. Prior to the Revenue Division, he spent five years in public accounting with Alten Sakai & Company and Laventhal & Horwath (Portland offices). He has a Business Administration-Accounting degree from Oregon State University (1989) and he has been licensed as a Certified Public Accountant since 1992.

Harriet Strothers

Harriet has over 30 years of experience in providing state and local tax advisory and compliance services to large multi-state and multinational companies. Prior to joining Delap, Harriet spent 15 years with The Ryland Group - a Fortune 500 Homebuilder and Mortgage Lender that operates in 28 different states. Upon her return to public accounting in 2007, Harriet observed that there was a need for business leaders to better understand how State and Local Taxes affected their financial decision making. While Harriet has spent much of the past six months on sales tax issues, her practice is generally focused on state income tax planning and compliance along with audit defense for state as well as IRS audits.