Leila Vaughan advises clients on business and investment tax matters, especially relating to private equity and real estate investment funds and mergers and acquisitions.BIO ›
René Morency joined Sandberg Phoenix in 2021 and is a member of the Business and Business Litigation practice groups.BIO ›
The Portland Tax Forum announces the return of our tax topic programs. We invite you to attend our six online tax forums and enjoy stimulating lectures from nationally recognized speakers.
We are now presenting our program entirely online. Once you register, you will receive an email with instructions on how to join the events.Join Our Mailing List
7:30–7:45 am Short Program
7:45–9:00 am Featured Speaker
Applications will be made for CLE, CPE, and CFP CE accreditation in Oregon for each program.
Single Forum: $65
Season Tickets: $300
(23% discount for all 6 events)
Ticket sales for Portland Tax Forum events are handled securely through Eventbrite. Payment may be made with a credit card. Click “Tickets” to access the Eventbrite ticket portal. There, you can purchase tickets for individual events or for the entire season at a discount. You will then receive a confirmation email with a link to register for the Zoom webinar.
After you purchase your tickets, you will also need to register for each individual Zoom webinar, so that we can track CLE/CP/CFP CE compliance. You will receive a link to register for the Zoom in your ticket purchase confirmation email. Once you register for the Zoom webinar, you will receive a join link.
The Portland Tax Forum is a nonprofit corporation. Our goal is provide nationally recognized speakers on tax topics and to promote professional tax education to attorneys, certified public accountants and other tax professionals.
For more information about the Portland Tax Forum, please contact:
Chair: Chris Heuer | Stoel Rives
Past Chair: Kris Peterson | Talbot Korvola Warwick
Chair Elect: Ryan Berning | Buckingham Strategic Wealth
Secretary: Caitlin Wong | U.S. Bank, Private Wealth Management
Treasurer: Mike Sause | Aldrich
At-Large: Joe Hagen | Hagen O’Connell
At-Large: Heather Kmetz | Sussman Shank
At-Large: Roberta Mann | University of Oregon School of Law
At-Large: Brigitte Sutherland | Perkins & Co
Troy Banker | Geffen Mesher
Brent Berselli | Holland & Knight
Larry Brant | Foster Garvey
Mitch Cohen | Duffy Kekel
David DiLorenzo | DiLorenzo & Co.
Dan Eller | Schwabe Williamson & Wyatt
Mark Golding | Mark Golding Law
Mark Huglin | Draneas & Huglin
Chris Loughran | Perkins & Co
Mary Marshall | Portland State University
Natalie Minniti | Moss Adams
Brian Rapp | McDonald Jacobs
Rob Riley | Isler Northwest
Kate Roth | Tonkon Torp
Mike Roy | Business Exit Timing LLC
Mark Umek | Empirical Wealth Management
Bob Winger | Dunn Carney
Robert Wolfer | Delap
June Wiyrick Flores | Schwabe Williamson & Wyatt