The Portland Tax Forum announces the return of our tax topic programs.

We invite you to attend our six tax topic breakfasts and enjoy stimulating lectures from nationally recognized speakers. Continuing education credits are available for attorneys, CPAs, and CFPs.

Single Forum: $80

The package of six programs is $350
(27% discount for first 10 guests)
$250 per guests in excess of 10 
(additional 28% discount)

Interested in joining our mailing list?


7:00–7:30am Continental Breakfast
7:30–7:45am Short Program
7:45–9:00am Featured Speaker


Multnomah Athletic Club
1849 SW Salmon Street
Portland, Oregon MAP »


Applications will be made for CLE, CPE, and CFP CE accreditation in Oregon for each program.


2017-2018 Program

Six-Program Package (27% Discount): $350

Full program (up to 10 guests): $350 each
Full program (guests in excess of 10, additional 25% discount): $250 each
September 14, 2017
Family Limited Partnerships and Other Closely Held Entities: The Continuing Saga
Keri Brown

Keri Brown handles federal estate, gift, and income tax litigation and controversy work, including disputes and litigation with the Department of Justice and the Internal Revenue Service.

November 09, 2017
Love It or Leave It: Fixing, Changing or Terminating Your Irrevocable Trust
Yoshi Smith

Yoshimi O. Smith is a co-founding partner of the law firm of Beller Smith, P.L., located in Boca Raton, Florida. She concentrates her practice in the areas of estate planning, estate and trust administration, business succession planning and asset protection.

January 18, 2018
State Taxation
John Swain

John Swain has devoted most of his professional life to the study and practice of state and local taxation and is widely regarded as one of the nation's leading academic authorities on state and local taxation.

April 26, 2018
Tax Controversy
Christopher Rizek

Christopher S. Rizek is a Member in Caplin & Drysdale's Washington, D.C., office. He also serves as General Counsel to the firm. In 2014, he was listed in the elite "Leading Lawyer" list for Tax Controversy by The Legal 500.

May 17, 2018
Family Business Taxation
Stefan Tucker

Stefan Tucker represents a wide variety of clients at Venable LLP in Washington DC, from the entrepreneur and the professional, to publicly traded enterprises, such as real estate investment trusts.

June 14, 2018
Corporate Tax
Julie Divola

Julie Divola, the leader of Pillsbury’s San Francisco Tax practice, is experienced in federal income tax planning for business and financial transactions. She advises on the tax aspects of all manner of domestic and cross-border M&A transactions and restructurings.