2019–2020 Portland Tax Forum Program Schedule

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

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.

INTRO SPEAKER: Joshua Husbands,
Holland & Knight LLP

Section 199A

Ronald Levitt
Ronald Levitt

Ronald Levitt counsels clients in business planning, succession planning, estate planning, charitable deduction planning, entity formation, represents S corporations, limited liability companies, and other flow-through entities, mergers and acquisitions, purchases and sales of businesses, and healthcare law by representing physician practices.

INTRO SPEAKER: Robert Wolfer, Delap CPA

Subchapter S Taxation

Larry J. Brant
Larry Brant

NOTE: This event has been cancelled.

Larry Brant, Principal at Foster Garvey PC, 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

NOTE: This event has been cancelled.

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. 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.


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

Paul Waldram, Chair
Dan Eller, Past Chair
Brent Berselli, Chair-Elect
Kristine Peterson, Treasurer
Chris Heuer, Secretary
John Eckroth, At-Large
Joe Hagen, At-Large
Roberta Mann, At-Large
Brigitte Sutherland, At-Large


Ryan Berning
Larry Brant
Mitch Cohen
David DiLorenzo
Mark Golding
Gwen Griffith
Karen Hobson
Mark Huglin
Heather Kmetz
Chris Loughran
Dan O’Leary
Maria Di Miceli
Brian Rapp
Robert J. Riley
Mike Roy
Mike Sause
Mark Umek
Robert Winger
Robert Wolfer
Caitlin Wong
June Wyrick Flores