California Trust Deed Investments

Financial Solutions for a Sound Future

Call us today at 818.865.1570
for a FREE Consultation
  • Home
  • California Installment Sales
  • Capital Gains Tax
  • What We Do
    • Property Tax Deferral
    • Structured Sale Annuity
    • California Trust Deed Investments
    • California Investment Property
    • Tax Implications of Real Estate Sales
    • Real Estate Capital Gains Tax
    • Residential Structured Sale
    • California Reverse Mortgage
    • 1031 Tax Exchange
  • About Us
    • Mark Nadel
    • Testimonials
  • Helpful Information
    • Tax Implications of Real Estate Sales
    • Helpful Forms Federal Publications
  • News
  • Contact CATD

Forum on taxpayer service in Portland OR

November 2, 2016 By catd-gomark

National Taxpayer Advocate Nina E. Olson held a public forum in Portland, Ore., on Thursday, August 18, to discuss what taxpayers want and need from the IRS to comply with their tax obligations. The forum was held in Portland at the invitation of Sen. Ron Wyden, Ranking Member of the Senate Committee on Finance.

Over 40 members of the public attended the forum at the Hollywood Senior Center in Portland. The panelists and the public addressed many aspects of the IRS Future State plan, including potential issues with online account access by nonregulated return preparers and concerns over senior citizens becoming victims of tax-related fraud. In Oregon, return preparers are regulated by the Oregon Board of Tax Practitioners; which requires stringent testing and continuing education requirements. A panelist who works with the Volunteer Income Tax Assistance (VITA) program in the Native American community described challenges faced by her clients such as access to broadband and difficulties getting face-to-face assistance at the local Taxpayer Assistance Centers.

The Portland panel also raised their concerns over the effect of increasingly complex tax laws, continued education and training needs for IRS customer service representatives who assist taxpayers through various processes, and enhancing taxpayers’ ability to navigate through an electronic notice process without assistance from a reputable preparer.

Several of the panelists submitted written statements:

  • Sarah Adams, Executive Director, CASH Oregon | Portland, OR
    • Statement
  • Susan Gallagher-Smith, Enrolled Agent, Board Chair, Oregon Board of Tax Practitioners | Eugene, OR
    • Statement
  • Michael L. Such, Research Assistant, Lewis & Clark Low Income Taxpayer Clinic, Lewis & Clark Law School | Portland, OR
    • Statement
  • llene Waterman, VITA volunteer, Native American Youth and Family Center | Portland, OR
    • Statement

More about the forum:

  • Speaker Biographies
  • Meeting Agenda
  • Read the press release

Read more about the forums

Comments regarding the Future State of the IRS may be submitted by email. Please do not send account-related questions to this email address.

Filed Under: DailyPosts

California Trust Deed Investments
CATD Investments, Inc. a financial services company serving communities through its offices in both Agoura Hills and Encino, California, funds private loans to real property owners secured by trust deeds. The firm’s primary conduct include taxation for closely held, small & medium sized companies and high net worth individuals in sectors of real estate and construction. Mark Nadel, CPA, founder of CATD Investments has expertise in areas include tax planning and compliance, estates, trusts and business consulting. Our mission is to help clients generate cash through the best investment solution include Instalment Sale and defer capital gains tax.
Contact CATD

CATD Investments, Inc.
30497 Canwood Street, Suite 200
Agoura Hills, California 91301

Tel: 818-865-1570

Fax: 818-865-1571
Financial Advisors
  • Agoura Hills
  • Simi Valley
  • Thousand Oaks
  • Camarillo
  • Fillmore
  • Oxnard
  • Ventura
  • Moorpark
  • Port Hueneme
  • Santa Paula
  • Calabasas
  • Woodland Hills
  • West Hills
  • Malibu
  • Somis
  • Newbury Park
  • Hidden Valley
  • Canoga Park
  • Reseda
  • Northridge
  • Encino
Call us today at 818.865.1570
Based in Ventura County / Los Angeles County California for a FREE Consultation!

Copyright © 2021 · Enterprise Pro Theme On Genesis Framework · WordPress · Log in
Website created by GoMarketing