EVENTS

Tax Seminar Series

CLICK TO VISIT: ROI TAX WEBSITE

PRESENTED BY: ROI Tax | James Keep & Co.

In partnership with ROI Financial & Delavan Realty

Tax questions you should be asking your tax professional!

July 27, 2023

7:00pm - Lake Oswego
Tax Basics 101
"Just the Facts"

COMLETED

Please give us a call and we would be happy to answer any questions.
CALL NOW: 503-941-5925

August 10, 2023

7:00pm - Lake Oswego
Deductions and Expenses
"Legal or Not!"

COMPLETED

Please give us a call and we would be happy to answer any questions.
CALL NOW: 503-941-5925

August 24, 2023

7:00pm - Lake Oswego
Purchase to Sale
"Residence to Rental"

REGISTER

Contact ROI to Register!
CALL NOW: 503-941-5925

September 27, 2023

7:00pm - Lake Oswego
Sole Proprietor and LLC's
"Small Business"

REGISTER

Contact ROI to Register!
CALL NOW: 503-941-5925
CLICK TO VISIT: ROI FINANCIAL WEBSITE

October 12, 2023

7:00pm - Lake Oswego
S-Corp and C-Corp's
"Advantage/Disadvantage"

REGISTER

Contact ROI to Register!
CALL NOW: 503-941-5925

October 19, 2023

7:00pm - Lake Oswego
IRA, Pensions, and Social Security
"Qualified vs. Non-Qualified"

REGISTER

Contact ROI to Register!
CALL NOW: 503-941-5925

November 2, 2023

7:00pm - Lake Oswego
Rental to 1031 Exchange
"Selling Rental/Capital Gains"

REGISTER

Contact ROI to Register!
CALL NOW: 503-941-5925

November 16, 2023

7:00pm - Lake Oswego
Interest, Dividends, & Gains
"Distributions: What : Why : How"

REGISTER

Contact ROI to Register!
CALL NOW: 503-941-5925
CLICK TO VISIT: DELAVAN REALTY WEBSITE

December 7, 2023

7:00pm - Lake Oswego
Autos, Education, & Children
"How Credits Apply"

REGISTER

Contact ROI to Register!
CALL NOW: 503-941-5925

January 2024 (TBD)

7:00pm - Lake Oswego
Local, Divorce, Farm Taxes, etc.
""Everything Else"

REGISTER

Contact ROI to Register!
CALL NOW: 503-941-5925

January 2024 (TBD)

7:00pm - Lake Oswego
Taxes and Lending
"One Affects the Other"

REGISTER

Contact ROI to Register!
CALL NOW: 503-941-5925

February 2024 (TBD)

7:00pm - Lake Oswego
TBD
TBD

REGISTER

Contact ROI to Register!
CALL NOW: 503-941-5925

CLIENT PORTAL