2024–2025 Portland Tax Forum Program Schedule

Corporate Tax

Eileen Marshall
Eileen Marshall

VIRTUAL EVENT | 7:30am
Eileen Marshall
Partner, Cooley LLP, Washington DC

BIO ›

Estate Planning

Francisco Garcia Jr.

IN-PERSON EVENT | 4:00pm
Francisco Garcia Jr.
Attorney, Higgs Fletcher & Mack, San Diego CA

BIO ›

1031

Christopher Cunningham

VIRTUAL EVENT | 7:30am
Christopher Cunningham
Partner, Elliot, Thomason & Gibson, Dallas TX

BIO ›

Legislative Update

Mark Prater
Mark Prater

IN-PERSON EVENT | 4:00pm
Mark Prater
Managing Director, Tax Policy Services, PwC US

BIO ›

Family Tax Planning

Phyllis Epstein
Phyllis Epstein

VIRTUAL EVENT | 7:30am
Phyllis Epstein
Partner, Epstein, Shapiro & Epstein, Philadelphia, PA

BIO ›

Partnership

Bahar Schippel & Tyler Eddington

IN-PERSON EVENT | 4:00pm
Bahar Schippel
Partner, Snell & Wilmer, Phoenix AZ

BIO ›

Tyler Eddington
Associate, Snell & Wilmer, Phoenix AZ

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

VIRTUAL EVENTS

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

 

IN-PERSON EVENTS

4:00–4:15 pm Short Program
4:15–5:30 pm Featured Speaker
5:30–6:30 pm Happy Hour Networking

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)

 

Registration

Registration will open soon.

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:

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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