2023–2024 Portland Tax Forum Program Schedule

TICKETS

Business Succession Planning

Jake Moore

Jake Moore is currently a Manager in the Partnership Transactions Group of the National Tax Department of Ernst & Young LLP.

Please note: This event is also available in-person and begins at 4:00pm, followed by happy hour at 5:30. Location: Schwabe (1211 SW 5th Ave Ste 1900, Portland Oregon 97204)

BIO ›

Tax Controversy

Caroline Ciraolo
Caroline Ciraolo

Caroline D. Ciraolo, former Acting Assistant Attorney General of the U.S. Department of Justice’s Tax Division, is a partner with Kostelanetz LLP and a founder of its Washington, D.C. office.

BIO ›

Preferred Partnerships: Practical Uses for Encumbered Real Estate

Jerry Hesch
Jerry Hesch

After 20 years as a full-time law professor, Jerry Hesch became a practicing tax lawyer, but continues as an Adjunct Professor at the University of Miami School of Law, Graduate Programs in Estate Planning and Taxation and joined FIU Spring 2009.

BIO ›

State and Local Taxes

Michelle DeLappe
MIchelle Delappe

Michelle DeLappe, Partner at Fox Rothschild LLP, helps businesses reduce their state and local tax exposure through effective planning, defending against assessments and pursuing refunds.

BIO ›
INTRO SPEAKER: Sonja Barker

Grantor Trust Basis

Mark Mullin
Mark Mullin - Shartsis Friese

Mark E. Mullin is of counsel in Shartsis Friese LLP’s Tax and Family Wealth Planning Groups. His practice uniquely keeps one foot in business tax planning and the other in personal tax and estate planning.

BIO ›
TICKETS

Phantom Pension Plans

Laura Westfall

Laura Westfall, Counsel, Executive Compensation and Benefits, Skadden, advises both private and public companies on employee benefits, equity incentives and executive compensation, and related tax and securities law issues.

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

Agenda

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

CLE/CP/CFP CE

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

Location

Fees, Tickets & Zoom Registration

Fees

Single Forum: $65

Season Tickets: $300
(23% discount for all 6 events)

Purchase Tickets

Online Ticket Sales

Eventbrite

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.

Webinar Registration

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.

Sponsors

GOLD SPONSORS

SILVER SPONSORS

About Us

Mission

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:

Susan Gabel
sgabel@islernw.com
503-224-5321 voice
503-224-8605 fax

Follow us on social media:

Facebook Twitter Instagram

Officers & Executive Committee

Chair: Ryan Berning | Buckingham Strategic Wealth
Past Chair: Chris Heuer | Stoel Rives
Chair Elect: Caitlin Wong | US Bank
Secretary: June Wiyrick Flores | Schwabe
Treasurer: Mike Sause | Aldrich

At Large: Brent Berselli | Holland & Knight
At Large: Mark Golding | Mark Golding Law
At Large: Joe Hagen | Hagen O’Connell
At Large: Roberta Mann | University of Oregon School of Law
At Large: Brigitte Sutherland | Perkins & Co

Directors

Troy Banker | Geffen Mesher
Larry Brant | Garvey Schubert Barer
Mitch Cohen | Duffy Kekel
David DiLorenzo | DiLorenzo & Co
Dan Eller  Schwabe
Mark Huglin | Draneas & Huglin
Heather Kmetz | Sussman Shank
Mary Marshall | PSU
Natalie Minniti | Moss Adams
Jeff Perry | Dunn Carney
Kristine Peterson | Talbot Korvola Warwick
Brian Rapp | McDonald Jacobs
Rob Riley | Isler NW
Kate Roth | Tonkon Torp
Michael Such | Stoel Rives
Mark Umek | Emperical Wealth Management
Robert Wolfer | Delap