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. CPE and CLE credit is available and all programs can be transferred to others in your firm.

Single Forum: $80

The package of six programs is $350
(27% discount for first 5 guests)
$260 per guests in excess of 5
(additional 25% discount)

Interested in joining our mailing list?


7:00–7:25am Continental Breakfast
7:25–7:30am Session Host Welcome
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 and CPE accreditation in Oregon for each program.





2016-2017 Program

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

Full program (up to 5 guests): $350 each
Full program (guests in excess of 5 — additional 25% discount): $260 each
September 29, 2016
Tax Provisions in Acquisition Agreements: Tips, Traps and Usual Suspects
Stephen Kuntz & Robert Phillpott

Stephen Kuntz's practice includes all areas of business taxation, with particular emphasis on the tax aspects of transactions involving corporations, partnerships.


Robert Phillpott's practice focuses on advising clients on all areas of business taxation, with particular emphasis on the federal and state tax planning and structuring... LEARN MORE ›



November 17, 2016
Beyond Like-Kind Exchanges: Creative Alternatives to Taxable Sales
Jon G. Finkelstein

Jon Finkelstein is a Principal in the Passthroughs group of KPMG’s Washington National Tax practice. Jon’s practice is primarily focused on providing tax planning advice to partnerships, limited liability companies and other passthrough entities... LEARN MORE ›



Sussman Shank LLP

January 19, 2017
Partnership Tax
Terence F. Cuff

Terence Cuff’s principal clients include real estate investment trusts, real estate investors, large energy companies, large corporations with transactional tax problems and financial institutions. His practice centers on solving partnership and real estate tax problems... LEARN MORE ›




April 27, 2017
Estate Planning
Elaine Gagliardi

Elaine Gagliardi is the Associate Dean of Students and Professor of Law at the Alexander Blewett III School of Law at the University of Montana. Professor Gagliardi directs the law school’s Montana Tax Institute held each fall in October... LEARN MORE ›


Please note: This forum begins at 4:00pm 



Moss Adams LLP

May 18, 2017
IRS Taxpayer Advocate
Nina E. Olson

Nina Olson, the National Taxpayer Advocate (NTA), leads the Taxpayer Advocate Service (TAS), an independent organization inside the IRS that helps taxpayers resolve problems and works for systemic change to mitigate problems experienced by... LEARN MORE ›



Perkins & Co.

June 22, 2017
New TEFRA Audit Rules
Jerald D. August

Jerald David August, a partner in Kostelanetz & Fink, LLP, specializes on various aspects of Federal and state income taxation, including the taxation of pass-thru entities, such as S corporations, partnerships and limited liability companies... LEARN MORE ›