2021–2022 Portland Tax Forum Program Schedule

Legislative Outlook

Mark Prater
Mark Prater

Mark Prater is a Managing Director in the Tax Policy Services (TPS) group of PwC’s Washington National Tax Services (WNTS) practice.

BIO ›

New Normal for Charitable Tax Planning

Justin T. Miller
Justin Miller

Justin Miller is a Partner and National Director of Wealth Planning at Evercore Wealth Management and a Managing Director at Evercore Trust Company.

BIO ›

Bankruptcy Tax

Amy K. Chapman
Amy Chapman

Amy Chapman is a managing director with KPMG’s Washington National Tax practice, specializing in corporate taxation.

BIO ›

Taxing Telework

Christine Kim
Christine Kim

Professor Young Ran (Christine) Kim teaches Federal Income Tax, Taxation of Business Entities, and International Tax at the University of Utah.

BIO ›

Representing Family Businesses

Jarrod Kiyuna
Jarrod Kiyuna

Jarrod Kiyuna is the Vice President, Corporate Development & Strategy at Wathen Castanos Homes.

BIO ›

M&A Tax

William D. Alexander
William Alexander

Bill Alexander, of Skadden, focuses on the tax aspects of corporate transactions, including U.S. and cross-border mergers and acquisitions, spin-offs, corporate restructurings and other business transactions.

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

Registration & Fees

Fees

Single Forum: $65

6-Program Package:
$300 (23% discount)

Online Registration

Online registration for Portland Tax Forum events is handled securely through PayPal. Payment may be made with a credit card or through a PayPal account. Simply click “Register” next to the event you wish to attend and follow instructions.

After you register, you will receive an email with information on how to join the event.

Mail-In Registration

To mail the registration form and check, proceed to the on-line registration page from our Program Schedule page. Fill out the registration page and print the form from your browser. Send in the registration form along with the check to:

Portland Tax Forum
c/o Isler Northwest LLC
1300 SW 5th Avenue,
Suite 2900
Portland, OR 97201

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

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Officers & Executive Committee

Kris Peterson, Chair
Brent Berselli, Past Chair
Chris Heuer, Chair Elect
Secretary: Caitlin Wong
Treasurer: John Eckroth
At-Large: Roberta Mann
At-Large: Joe Hagen
At-Large: Brigitte Sutherland
At-Large: Heather Kmetz

Directors

Ryan Berning
Larry Brant
Mitch Cohen
Maria Di Micelli
David DiLorenzo
Mark Golding
Gwen Griffith
Mark Huglin
Chris Loughran
Natalie Minniti
Dan O’Leary
Brian Rapp
Rob Riley
Kate Roth
Mike Roy
Mike Sause
Mark Umek
Robert Winger
Robert Wolfer
June Wyrick Flores