2021–2022 Portland Tax Forum Program Schedule

Mark Prater

Mark Prater is a Managing Director in the Tax Policy Services (TPS) group of PwC’s Washington National Tax Services (WNTS) practice. In his role, Mark advises clients with respect to tax policy issues and tax legislation with a concentration on the Tax Cuts and Jobs Act of 2017.

Prior to joining PwC Mark served as a Chief Tax Counsel and later a Deputy Staff Director on the Republican staff of the Senate Finance Committee. Mark was selected as Staff Director for the Joint Select Committee on Deficit Reduction, (“JSCDR”) i.e. the Super Committee.

Mark Prater graduated from Portland State University with a B.S. in accounting and obtained a J.D. from Willamette University and an LL.M. in Taxation from the University of Florida.

July 15, 2021

Legislative Outlook

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 ›

Justin T. Miller

Justin Miller is a Partner and National Director of Wealth Planning at Evercore Wealth Management and a Managing Director at Evercore Trust Company, where he works collaboratively with accountants, attorneys, and other advisors to provide comprehensive wealth planning advice to clients. Prior to joining Evercore in 2021, Justin was a national wealth strategist for 10 years at BNY Mellon. He previously was a managing director at Wells Fargo and began his career as a tax attorney at Sidley Austin.

Justin also is an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. He has served in leadership positions with the American Bar Association, California Bar Foundation, San Francisco Estate Planning Council, and State Bar of California, and is a former editor-in-chief of the California Tax Lawyer. Additionally, he is a past recipient of the Outstanding Conference Speaker Award from the California Society of CPAs and the V. Judson Klein Award from the California Tax Bar.

Justin received a B.A., with honors, from the University of California, Berkeley, and a J.D. and LL.M. in Taxation from New York University School of Law. He also holds the Accredited Estate Planner® and CERTIFIED FINANCIAL PLANNER™ designations and is a member of the State Bar of California.

November 18, 2021

New Normal for Charitable Tax Planning

Justin T. Miller

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

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Amy K. Chapman

Amy Chapman is a managing director with KPMG’s Washington National Tax practice, specializing in corporate taxation, with a particular emphasis on mergers & acquisitions, dispositions, reorganizations, debt restructurings, and bankruptcy and nonbankruptcy workouts. Amy’s broad range of clients include global leaders in the banking and insurance industries.

Prior to joining KPMG, Amy was an associate in the tax department of the international law firm Dewey & LeBoeuf LLP, based in New York.

December 9, 2021

Bankruptcy Tax

Amy K. Chapman

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

BIO ›

Christine Kim

Professor Young Ran (Christine) Kim teaches Federal Income Tax, Taxation of Business Entities, and International Tax at the University of Utah. Her research centers on international tax, business tax, tax and technology, and taxation of complicated investment structures. Her work has been published in the UCLA Law Review, Alabama Law Review, UC Irvine Law Review, UC Davis Law Review, San Diego Law Review, and Virginia Tax Review, among others. She received the University Research Committee’s Faculty Research & Creative Grant in 2018 and the College of Law’s Early Career Faculty Award in 2020.

Professor Kim received her J.S.D. in tax law from New York University School of Law (2018), her LL.M. from Harvard Law School (2012), where she was awarded the Landon H. Gammon Fellowship for academic excellence, and her Bachelor of Law degree summa cum laude from Seoul National University College of Law in South Korea (2002), where she graduated first in her class and received the President of Seoul National University Award.

Professor Kim is a member of the Korean Bar since 2007 and the New York Bar since 2013. She has worked at Yulchon in Korea (2007-2011), Caplin & Drysdale in Washington, D.C. (2012-2013, 2014, 2017), and Sullivan & Cromwell in New York (2015). She was selected as an Up and Coming Capital Markets Lawyer by Chambers Global (2008) and by Chambers Asia (2010), and won several notable tax cases at the Supreme Court of Korea.

January 13, 2022

Taxing Telework

Christine Kim

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

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Jarrod Kiyuna

Jarrod Kiyuna is the Vice President, Corporate Development & Strategy at Wathen Castanos Homes. Jarrod obtained his J.D. from the Boston College of Law and LL.M, Taxation, from New York University. Prior to Wathen Castanos Homes, Jarrod served as Tax Counsel for Assemi Group, Inc. and as a shareholder at Baker Manock & Jensen, P.C.

April 28, 2022

Representing Family Businesses

Jarrod Kiyuna

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

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William D. Alexander

Bill Alexander, of Skadden, formerly served as associate chief counsel (corporate) of the Internal Revenue Service’s Office of Chief Counsel. He had been with the Office of Chief Counsel since 1990, serving as associate chief counsel (corporate) since November 2001. In this role, he was the chief adviser to the IRS on interpretations of the corporate tax laws, such as provisions dealing with corporate mergers and acquisitions, spin-offs, corporate-shareholder relationships, the use of corporate losses and consolidated returns of corporate groups. Mr. Alexander played a major role in the government’s development of published and private guidance, and in developing and implementing the IRS’ enforcement positions in these areas.

Mr. Alexander is a frequent speaker on corporate tax issues at bar association programs and other tax conferences.

Prior to joining the IRS, he worked in private practice in New York.

June 16, 2022

M&A Tax

William D. 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.

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2021–2022 Portland Tax Forum Program Schedule

Legislative Outlook

Mark Prater

New Normal for Charitable Tax Planning

Justin T. Miller

Bankruptcy Tax

Amy K. Chapman

Taxing Telework

Christine Kim

Representing Family Businesses

Jarrod Kiyuna

M&A Tax

William D. Alexander

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