From karen.park at state.or.us Thu Apr 2 11:58:11 2009 From: karen.park at state.or.us (Karen PARK) Date: Thu, 2 Apr 2009 11:58:11 -0700 Subject: [OSSSA218] 2009 SSA/IRS Training Message-ID: <49D4A853.4CA4.0094.3@PERS.STATE.OR.US> Good afternoon, Last Thursday you received an invitation for the 2009 IRS/SSA Training to be held June 4 & 5. For those of you who have registered a confirmation e-mail went out this morning. If you registered and did not receive the confirmation it may be because a co-worker registered you, or I did not receive your e-mail If it's due to the first you are welcome to send me your contact information and if the second please resend your registration. Have a great weekend! Karen Park Oregon State Social Security Coordinator Oregon PERS 503 603-7633 karen.park at state.or.us SL2 Please note my office hours are Monday thru Thursday 6 am to 4:30 pm -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/gif Size: 5253 bytes Desc: not available URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: Registration form.xls Type: application/vnd.ms-excel Size: 178688 bytes Desc: not available URL: From karen.park at state.or.us Wed Apr 8 06:36:04 2009 From: karen.park at state.or.us (Karen PARK) Date: Wed, 08 Apr 2009 06:36:04 -0700 Subject: [OSSSA218] IRS/SSA June Training Message-ID: <49DC45D3.4CA4.0094.3@PERS.STATE.OR.US> Good morning, Another round of confirmation were sent Thursday afternoon for those of you who registered this week. If you did not receive a confirmation you may want to check with your coworker who registered you or if you sent in your own registration please resubmit your registration. The registration form is attached. Have a great weekend. Karen Park Oregon State Social Security Coordinator Oregon PERS 503 603-7633 karen.park at state.or.us SL2 Please note my office hours are Monday thru Thursday 6 am to 4:30 pm -------------- next part -------------- A non-text attachment was scrubbed... Name: Registration.doc Type: application/msword Size: 67072 bytes Desc: not available URL: From karen.park at state.or.us Thu Apr 16 06:38:39 2009 From: karen.park at state.or.us (Karen PARK) Date: Thu, 16 Apr 2009 06:38:39 -0700 Subject: [OSSSA218] 2009 SSA/IRS Training reminder Message-ID: <49E6D26E.4CA4.0094.3@PERS.STATE.OR.US> Good afternoon, The end of March you received an invitation for the 2009 IRS/SSA Training to be held June 4 & 5. This is a reminder there is still time to register. For those of you who have registered, confirmation e-mails are sent out each Thursday for the week. If you registered and have not received a confirmation, it may be because a co-worker registered you, or I did not receive your e-mail If it's due to the first you are welcome to send me your contact information and if the second please resend your registration. Have a great weekend! Karen Park Oregon State Social Security Coordinator Oregon PERS 503 603-7633 karen.park at state.or.us SL2 Please note my office hours are Monday thru Thursday 6 am to 4:30 pm -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/gif Size: 5253 bytes Desc: not available URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: Registration form.xls Type: application/vnd.ms-excel Size: 178688 bytes Desc: not available URL: From karen.park at state.or.us Tue Apr 21 11:51:00 2009 From: karen.park at state.or.us (Karen PARK) Date: Tue, 21 Apr 2009 11:51:00 -0700 Subject: [OSSSA218] Fwd: May National Phone Forum In-Reply-To: <252711D1622F7545835A431B524D020E0198C67B@KAN0010CP3MB01.ds.irsnet.gov> References: <252711D1622F7545835A431B524D020E0198C67B@KAN0010CP3MB01.ds.irsnet.gov> Message-ID: <49EDB2D5.4CA4.0094.3@PERS.STATE.OR.US> Good morning, Another training opportunity from IRS.....a couple of pointers for those planning to register. 1) Please pay close attention to the CPE requirements (see the attachment for complete information). They do ask if you have several in your office who do not require CPE to please register as a group, leaving more room open for others as there is limited access. 2) Lessons learned - when selecting the phone forum you wish to attend pay close attention to the time in your time zone. And you must register with the access code for that time period. You're welcome to share this Phone Forum with all you feel will benefit. Have a great day........ Karen Park Oregon State Social Security Coordinator Oregon PERS 503 603-7633 karen.park at state.or.us SL2 Please note my office hours are Monday thru Thursday 6 am to 4:30 pm >>> "*SBSE National Phone Forum" 4/20/2009 10:40 AM >>> E-mail invitation for practitioners FREE phone forum on Proper Worker Classification; register by May 15, 2009. Tax Professional Partners: You?re invited to our National Phone Forum, Proper Worker Classification, on May 20, 2009. There is no cost to attend, but you must register by May 15, 2009. Forum start times (all times are Eastern Daylight) on May 20, 2009 are: CONFERENCE ACCESS CODEEASTERNCENTRALMOUNTAINPACIFIC 14071110 a.m. 9 a.m.8 a.m.7 a.m. 311314 1 p.m.Noon11 a.m.10 a.m. 7190504 p.m. 3 p.m.2 p.m.1 p.m. By May 15, 2009, register at www.attevent.com. Slots are limited, so register early. You will receive a Personal Identification Number (PIN) that you must use to join the conference. If this is your first AT&T phone forum, you need to first click on create a profile. If you require special accommodations (for example, Braille, large print or interpreter services), contact Brian Finn. Presentation materials will be e-mailed on May 19, 2009. If you do not receive this e-mail by noon that day, please notify us. Dial in (toll free: 1-866-216-6835 or toll: 1-913-227-1220) on May 20, 2009 at least 5 to 10 minutes before the scheduled time and follow the instructions for entering your access code and PIN. A printable flier (Adobe Acrobat) with more details is attached. I hope you will join us. National Phone Forum Team -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/gif Size: 5253 bytes Desc: not available URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: May NPF flyer final.pdf Type: application/pdf Size: 21993 bytes Desc: not available URL: From karen.park at state.or.us Thu Apr 23 15:24:28 2009 From: karen.park at state.or.us (Karen PARK) Date: Thu, 23 Apr 2009 15:24:28 -0700 Subject: [OSSSA218] 2009 SSA/IRS Training reminder Message-ID: <49F0882C.4CA4.0094.3@PERS.STATE.OR.US> Good afternoon, The end of March you received an invitation for the 2009 IRS/SSA Training to be held June 4 & 5. This is a reminder there is still time to register. For those of you who have registered, confirmation e-mails are sent out each Thursday for the week. If you registered and have not received a confirmation, it may be because a co-worker registered you, or I did not receive your e-mail If it's due to the first you are welcome to send me your contact information and if the second please resend your registration. Have a great weekend! Karen Park Oregon State Social Security Coordinator Oregon PERS 503 603-7633 karen.park at state.or.us SL2 Please note my office hours are Monday thru Thursday 6 am to 4:30 pm -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/gif Size: 5253 bytes Desc: not available URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: April 23.xls Type: application/vnd.ms-excel Size: 93696 bytes Desc: not available URL: From karen.park at state.or.us Mon Apr 27 12:36:52 2009 From: karen.park at state.or.us (Karen PARK) Date: Mon, 27 Apr 2009 12:36:52 -0700 Subject: [OSSSA218] Fwd: IRS Seeks Nominations for Information Reporting Program Advisory Committee In-Reply-To: <9687ABA174F26649B8F916101422A5BF03BEA61A@FRS0010CP3MB02.ds.irsnet.gov> References: <9687ABA174F26649B8F916101422A5BF03BEA61A@FRS0010CP3MB02.ds.irsnet.gov> Message-ID: <49F5A6DC.4CA4.0094.3@PERS.STATE.OR.US> Welcome to Monday..... Would you like to make a difference? Take a look.......a current member, James Driver, the president of the National Conference of State Social Security Administrators (NCSSSA) is willing to take your e-mails if you would like more information about being a member, james.driver at ky.gov. Have a great day! Karen Park Oregon State Social Security Coordinator Oregon PERS 503 603-7633 karen.park at state.or.us SL2 Please note my office hours are Monday thru Thursday 6 am to 4:30 pm >>> "Marshall KayDel D" 4/27/2009 10:49 AM >>> IR-2009-34, April 6, 2009 WASHINGTON ? The Internal Revenue Service is requesting membership nominations for the Information Reporting Program Advisory Committee. The deadline for submitting applications is May 29, 2009 for the three year term beginning January 2010. Established in 1991, IRPAC provides recommendations to IRS leadership on a wide range of information reporting and administration issues. The committee presents a report to the IRS commissioner each year at a public meeting in the fall. To effectively advise the IRS commissioner and executives, members are drawn from substantially diverse backgrounds. Members include representatives of the taxpaying public, the tax professional community, small and large businesses, colleges and universities, state tax administrations, banks, insurance companies, foreign financial institutions and the payroll community. "Running top notch information reporting programs is an important priority for the IRS? said IRS Commissioner Doug Shulman. ?The group's broad knowledge is incredibly valuable to the IRS and I look forward to continuing the dialogue with them." IRPAC comprises up to 35 members who are appointed to three-year terms by the commissioner. Each year, approximately one-third of the membership terms expire. Nominations are currently being accepted for up to six appointments that begin January 2010. More information, including application packages, is available on the Tax Professional?s Page on this Web site. Questions about the nomination process can be sent to the following e-mail address: *public_liaison at irs.gov. IRPAC members meet in Washington, DC approximately five times a year, each session lasting two days. Members are not paid for their services. However, travel expenses for working sessions, public meetings and orientation sessions, such as airfare, per diem, and transportation to and from airports, train stations, etc., are reimbursed within prescribed federal travel limitations. KayDel Marshall Senior Stakeholder Liaison Small Business & Self-Employed C/L/D 1220 S.W. 3rd Avenue, Mail Stop O-185 Portland, Oregon 97204 503-326-5240 Phone 503-326-5957 Fax E-Mail: KayDel.Marshall at irs.gov ID #93-10646 -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/gif Size: 5253 bytes Desc: not available URL: From karen.park at state.or.us Mon Apr 27 14:13:45 2009 From: karen.park at state.or.us (Karen PARK) Date: Mon, 27 Apr 2009 14:13:45 -0700 Subject: [OSSSA218] IRPAC Message-ID: <49F5BD91.4CA4.0094.3@PERS.STATE.OR.US> Good afternoon again, My apologies.....in the previous e-mail in regards to the IRPAC member position available, I included a reference to James Driver. He is currently a member and give insight to a members involvement. If you're interested in applying please follow this link. http://www.irs.gov/taxpros/article/0,,id=180906,00.html You're also welcome to call or e-mail me and I can get you help. Thank you Karen Park Oregon State Social Security Coordinator Oregon PERS 503 603-7633 karen.park at state.or.us SL2 Please note my office hours are Monday thru Thursday 6 am to 4:30 pm -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/gif Size: 5253 bytes Desc: not available URL: From karen.park at state.or.us Tue Apr 28 16:21:45 2009 From: karen.park at state.or.us (Karen PARK) Date: Tue, 28 Apr 2009 16:21:45 -0700 Subject: [OSSSA218] Fwd: IRS Headliners and Event Updates (Post Filing Season) In-Reply-To: <9687ABA174F26649B8F916101422A5BF03BEA633@FRS0010CP3MB02.ds.irsnet.gov> References: <9687ABA174F26649B8F916101422A5BF03BEA633@FRS0010CP3MB02.ds.irsnet.gov> Message-ID: <49F72D18.4CA4.0094.3@PERS.STATE.OR.US> Good afternoon, Here's the latest from KayDel Marshall with the IRS Small Business and Self Employed Division in Oregon. Have a great evening. Karen Park Oregon State Social Security Coordinator Oregon PERS 503 603-7633 karen.park at state.or.us SL2 Please note my office hours are Monday thru Thursday 6 am to 4:30 pm >>> "Marshall KayDel D" 4/28/2009 1:03 PM >>> Dear Business Organization: We are pleased to provide you with the latest IRS Event Updates and Headliners to distribute to your small business members. We hope that the information will be helpful and we encourage publication in your association's magazines, newsletters, email distributions and/or website. There are a few new updates to the provisions of the American Recovery and Reinvestment Act of 2009. I continue to encourage you to set up a link to the main ARRA web page so your members and clients can get the latest information: Tax Provisions in the American Recovery and Reinvestment Act of 2009 -- http://www.irs.gov/newsroom/article/0,,id=204335,00.html?portlet=6 Below are summaries and links to the most recent headliners and news releases your members might be interested in. The title and summary are designed to give you a brief overview of the article's content -- the link to the full article is at the end of each summary. I encourage you to use any or all of these in newsletters or emails to your members, or on your web site. If someone else in your organization is a more appropriate contact point for these types of emails, please let me know. And if you do not want to receive future emails like this one, please reply and request your name be removed. KayDel KayDel Marshall Senior Stakeholder Liaison Small Business & Self-Employed C/L/D 1220 S.W. 3rd Avenue, Mail Stop O-185 Portland, Oregon 97204 503-326-5240 Phone 503-326-5957 Fax E-Mail: KayDel.Marshall at irs.gov ID #93-10646 Upcoming Events 1. Free IRS National Phone Forum. Proper Worker Classification - Wednesday, May 20, 2009. 2. Tax Talk Today - Specialty Taxes. The May 12 Tax Talk Today discusses estate, gift and employment taxes. Tune in before 2:00 p.m. ET to get any program materials available. Use the links above for registration information. OAME 21st Annual Conference and Tradeshow, May 7, 2009 at the Oregon Convention Center. To know more of this event, please contact us at oame at oame.org. NAVIGATING THE TAX MAZE, A 4-PART SERIES FOR NEW BUSINESSES AND EMPLOYERS ON TAXES AND OTHER PAYROLL DEDUCTIONS The Small Business Law Center, along with Worksource Oregon, the Department of Consumer & Business Services, the Social Security Administration, the Oregon Department of Revenue, and the Internal Revenue Service, will be presenting a four-part series for new businesses and employers on taxes and other payroll deductions in May and June. WHERE: Portland Development Commission, 222 NW Fifth Ave. COST: $90 if you sign up for the whole series by May 1. Otherwise, cost is $25 per seminar (in advance); $30 at the door. TIME: 4pm to 7pm Series Dates: May 7th, 2009, Choice of Business Entity and Tax/Payroll; May 21st, 2009, Worker (Mis?) Classification: Independent Contractor or Employee? June 4th, 2009, SSA/IRS Wage Reporting Tips; June 18th, 2009, Combined State Payroll Tax Reporting To register, please go to our website: www.law.lclark.edu/org/sblc/sblc_form.html. Space is limited. 2nd Annual South Coast Business Resource Fair, Saturday, May 16th, 2009 sponsored by the South Coast Employer Council and area partners who will be hosting the fair to kick-off Small Business Week May 18-22, 2009. Contact Becky Lunetta, 541-756-8459 ext 517 or 1-800-872-4942 East County Small Business Fair June 17, 2009, 9:00 a.m. to 1:00 p.m. at Mt. Hood Community College, 323 N.E. Roberts Avenue, Gresham, Oregon. Contact Gerri Raisanen, SBDC Program Assistant, at 503-491-7658 for information. Oregon Small Business Forum, Tuesday, August 25, 2009, 8:00 a.m. to 12:00 Noon at OAME, 4134 N. Vancouver, Portland, Oregon. Focus Area Topic: "Greening Business for Economy and Ecology" *Don't Forget to Mark Your Calendar Now. Oregon Small Business Fair, September 19, 2009, Oregon Convention Center, Contact Linda Repp for Exhibitor Information at 503-329-4260 or e-mail her at Linda.E.Repp at state.or.us Rogue Valley Business Resource Fair, Saturday, October 3, 2009, 9a.m?2:00 P.M at Rogue Community College, Southern Oregon University Higher Education Center, 312 East 8th Street, Medford, Oregon Contact Ainoura Oussenbec at Ainoura.Oussenbec at state.or.us at or Phone: (541) 776-60 60 ext. 233 IRS Updates & News Releases ARRA updates The latest information on the American Recovery and Reinvestment Act can be found on IRS.gov. In addition to an over view of each of the provisions you can also find ARRA News Releases, Audio, Video and Legal Guidance Updated Construction Tax Center The updated IRS Construction Tax Center is a one-stop resource for tax information aimed specifically at the construction industry. Our Industries/Professions site has information about many other areas of business. Every Wednesday is Tax Day on SBTV Income from online auctions and an interview with the National Taxpayer Advocate are featured on SBTV.com today. Next Wednesday, learn about the tax implications of bartering. Revised IRS Publication Features New Insolvency Worksheet A comprehensive new insolvency worksheet taxpayers can use to determine whether and to what extent they are insolvent is included in the newly revised edition of Publication 4681, Canceled Debts, Foreclosures, Repossessions, and Abandonments (for Individuals). The result can then be used to determine whether and to what extent their canceled debts are excluded from gross income. Use the New Identity Theft Affidavit - Form 14039 IRS has a new Identity Theft Affidavit - Form 14039, that taxpayers and IRS employees can use to document actual or suspected tax-related identity theft. If you believe your identity has been stolen, you can use this form to help minimize or prevent the effect of identity theft to your tax account. Prior to the release of Form 14039, the IRS accepted the Federal Trade Commission affidavit. The IRS is now accepting Form 14039 and the police report required to substantiate identity theft occurred. The IRS? new form requests limited personal information and does not require a waiver for disclosure of included information. To ensure a smooth transition, IRS will continue to accept the FTC affidavit for the next six months. The IRS.gov identity theft/protection page has the new affidavit and requirements. Seven Facts about the New Sales Tax Deduction for Vehicle Purchases Audio: American Recovery and Reinvestment Act Vehicle Tax Deduction Taxpayers who buy a new car or several other types of motor vehicles this year may be entitled to a special tax deduction when they file their 2009 federal tax returns next year. The tax break is part of the American Recovery and Reinvestment Act of 2009. Here are seven things you should know about this new deduction: 1. State and local sales taxes paid on up to $49,500 of the purchase price of qualifying vehicles are deductible. 2. Qualified motor vehicles generally include new (not used) cars, light trucks, motor homes and motorcycles. 3. Purchases must occur after Feb. 16, 2009, and before Jan. 1, 2010. 4. This deduction can be taken regardless of whether or not you itemize other deductions on your tax return. 5. Taxpayers will claim this deduction when filing their 2009 federal income tax return next year. 6. The amount of the deduction is phased out for taxpayers whose modified adjusted gross income is between $125,000 and $135,000 for individual filers and between $250,000 and $260,000 for joint filers. 7. The deduction may not be taken on 2008 tax returns. Consumers who are considering buying a new car may find that this tax incentive means there may have never been a better time to buy. ARRA Energy Related Provisions Energy-Saving Steps This Year May Result in Tax Savings Next Year IR-2009-44, April 22, 2009 ? The Internal Revenue Service today reminded individual and business taxpayers that many energy-saving steps taken this year may result in bigger tax savings next year. Tax Breaks Available for Taxpayers Who Purchase Qualified Plug-In Electric Vehicles IR-2009-45, April 24, 2009 ? Plug-in electric vehicles using certain types of batteries may qualify for a new tax credit if purchased this year, the IRS said today. Form 990 Filing Tips The IRS is issuing a series of Form 990 filing tips to help tax-exempt organizations and tax practitioners as they prepare to file the redesigned 2008 Form 990. Tip #1: a useful checklist of important filing considerations. Exempt Organization Closing Agreement Procedures Information about filing a request for a closing agreement in an Exempt Organizations matter is now available on IRS.gov. Retirement Plan News If you have a technical or procedural question relating to retirement plans, please visit the EP Customer Account Services page in the Retirement section of the IRS.gov Web site. If you have a specific concern about your retirement plan, call EP CUSTOMER ACCOUNT SERVICES at 1-877-829-5500. The call center is open Monday - Friday, 8:30am to 5:30pm, Eastern Time. Technical Guidance Notice 2009-37 announces the phase-out of the new qualified hybrid motor vehicle credit for passenger automobiles and light trucks and the new advanced lean burn technology motor vehicle credit for vehicles manufactured by Ford Motor Company that are purchased for use or lease in the United States beginning on April 1, 2009. Revenue Ruling 2009-11 provides that differential pay that employers pay to their employees that leave their job to go on active military duty is subject to income tax withholding, but is not subject to Federal Insurance Contributions Act (?FICA?) or Federal Unemployment Tax Act (?FUTA?) taxes. Additionally, the ruling provides that employers may use the aggregate procedure or optional flat rate withholding to calculate the amount of income taxes required to be withheld on these payments, and that these payments must be reported on Form W-2. Revenue Ruling 2009-12 provides various prescribed rates for federal income tax purposes including the applicable federal interest rates, the adjusted applicable federal interest rates, the adjusted federal long-term rate, the adjusted federal long-term tax-exempt rate. These rates are determined as prescribed by ? 1274. Notice 2009-41 provides procedures that manufacturers may follow to certify property as qualified residential energy efficient property under ? 25D of the Internal Revenue Code, as well as guidance regarding the conditions under which taxpayers seeking to claim the ? 25D credit may rely on a manufacturer?s certification. Revenue Procedure 2009-26 provides guidance under ? 1211 of the American Recovery and Reinvestment Tax Act of 2009 on how a taxpayer that is an eligible small business makes an election to carry back a net operating loss (NOL) for a taxable year ending after 2007, for 3, 4, or 5-years instead of the normal 2-years. Rev. Proc. 2009-26 modifies the election procedures in Rev. Proc. 2009-19, 2009-14 I.R.B. 747. A taxpayer may make the election by attaching a statement to the taxpayer?s original income tax return for the taxable year of the 2008 NOL or by claiming the NOL carryback on the appropriate form (Form 1045, Form 1139, or an amended return). Notice 2009-41 provides interim guidance relating to the credit for residential energy-efficient property. It will be published in IRB 2009-19, dated May 11, 2009. Revenue Procedure 2009-26 provides guidance on how an eligible small business makes an election to carry back a net operating loss (NOL) for a taxable year ending after 2007, for three, four or five years instead of the normal two years. It will be published in IRB 2009-19, dated KayDel Marshall Senior Stakeholder Liaison Small Business & Self-Employed C/L/D 1220 S.W. 3rd Avenue, Mail Stop O-185 Portland, Oregon 97204 503-326-5240 Phone 503-326-5957 Fax E-Mail: KayDel.Marshall at irs.gov ID #93-10646 -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/gif Size: 5253 bytes Desc: not available URL: