2019–2020 Portland Tax Forum Program Schedule

Purchase Six-Program Package (27% Discount): $350 ›


Pass Through and Individual Foreign Taxation

Mark C. Peltz
Mark Peltz

Mark Peltz, Principal at Mazars, has more than 35 years of experience delivering domestic and international tax planning services to corporations and high-net-worth individuals.


Section 199A

Jerald D. August
Jerald August

Jerry August, chair of Fox Rothschild’s International Taxation and Wealth Planning Practice Group, is a nationally recognized tax lawyer who advises clients on income tax matters, including foreign taxation of U.S. businesses and U.S. taxation of foreign businesses and investors.


Subchapter S Taxation

Larry J. Brant
Larry Brant

Larry Brant, Principal at Garvey Schubert Barer, focuses on tax planning and advice, tax controversy and business transactions. He regularly advises clients in structuring mergers and acquisitions, joint ventures and other business transactions.


Corporation Taxation

Tijana J. Dvornic
Tijana Dvornic

Tijana Dvornic, Partner in Wachtell, Lipton, Rosen & Katz’s Tax Department, focuses on tax aspects of U.S. and cross-border mergers and acquisitions, spin-offs and other dispositions, leveraged buy-outs, joint ventures and financing transactions. Please note: This forum begins at 4:00pm.


State and Local Tax

Jaye A. Calhoun
Jaye Calhoun

Jaye Calhoun, Partner in the New Orleans office of Kean Miller, provides clients with full-service tax representation covering federal, state, and local tax challenges and business opportunities.


Opportunity Zones

Adam M. Cohen
Adam M. Cohen

Adam Cohen, Partner at Holland & Hart, provides strategic advice to clients about the tax aspects of structuring the formation, acquisition, disposition, operation, and liquidation of businesses, with a principal focus on fund formation.

INTRO SPEAKER: Joseph Hagen, Hagen O’Connell & Hval LLP

The Portland Tax Forum announces the return of our tax topic programs. We invite you to attend our six tax forums and enjoy stimulating lectures from nationally recognized speakers.

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7:00–7:30 am Continental Breakfast
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.


Registration & Fees


Single Forum: $80
6-Program Package:
$350 for first 10 guests (27% discount) $250 per guests in excess of 10
(additional 28% 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.

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




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
Isler Northwest LLC
1300 SW Fifth Ave., Suite 2900
Portland, Oregon
503-224-5321 voice
503-224-8605 fax

Officers & Executive Committee

Chair: Dan Eller
Past Chair: Brigitte Sutherland
Chair Elect: Paul Waldram
Treasurer: Kristine Peterson
Secretary: Brent Berselli
At Large: John Eckroth
At Large: Mark Golding
At Large: Joe Hagan
At Large: Roberta Mann


Marilyn Bergen
Larry Brant
Mitch Cohen
David DiLorenzo
Gwen Griffith
Chris Heuer
Karen Hobson
Mark Huglin
Mike Kelly
Heather Kmetz
Chris Loughran
Dan O’Leary
Kimberly Pray
Brian Rapp
Robert Riley
Mike Roy
Russ Royer
Mike Sause
Rob Wiest
Robert Winger
Caitlin Wong
June Wyrick Flores