2022–2023 Portland Tax Forum Program Schedule

Purchase Season Tickets (23% Discount): $300 ›


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. Leila also advises nonprofit clients on tax-exempt issues.


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.


Installment Sales

Speaker TBC
Speaker to be confirmed

NOTE: The speaker and date for this session are to be confirmed.


Partnership Tax

Elizabeth Norman
Elizabeth Norman

NOTE: The date for this session is to be confirmed.

Elizabeth Norman is an attorney with Touchstone Strategic.


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.


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.


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


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.


Fees, Tickets & Zoom Registration


Single Forum: $65

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

Purchase Tickets

Online Ticket Sales


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.




About Us


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
503-224-5321 voice
503-224-8605 fax

Follow us on social media:

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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


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