2022–2023 Portland Tax Forum Program Schedule

TICKETS

State & Local Tax

Darien Shanske
Darien Shanske

Professor Darien Shanske holds a J.D. from Stanford Law School, a Ph.D. from UC Berkeley in Rhetoric, an M.A. from McGill University in Philosophy, and a B.A. from Columbia University.

BIO ›

Internal Revenue Code Section 1202 & Qualified Small Business Stock

Matthew Rappaport & Steve Klein
Matthew Rappaport & Steve Klein

Matthew Rappaport chairs Falcon Rappaport & Berkman’s Taxation and Private Client Groups.

BIO ›

Steven I. Klein, Member, Sher Garner Cahill Richter Klein & Hilbert

BIO ›

Qualified Opportunity Zones & Internal Revenue Code Section 1031

Leila Vaughn
Leila Vaughn

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 ›

Estate Planning

René Morency
René Morency

René Morency joined Sandberg Phoenix in 2021 and is a member of the Business and Business Litigation practice groups.

BIO ›

Installment Sales

Andrew Gradman
Andrew Gradman

Andrew Gradman is a tax attorney in Los Angeles. He has given dozens of presentations to various audiences, including law firms, client groups and CalCPA local chapters.

BIO ›

Corporate Transparency Act

John Bunge
John Bunge

John Bunge is a financial services attorney in Holland & Knight’s Nashville office.

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.

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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:

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Officers & Executive Committee

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

Directors

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