2023–2024 Portland Tax Forum Program Schedule


Grantor Trust Basis

Mark Mullin
Mark Mullin - Shartsis Friese

Mark E. Mullin is of counsel in Shartsis Friese LLP’s Tax and Family Wealth Planning Groups. His practice uniquely keeps one foot in business tax planning and the other in personal tax and estate planning.


Phantom Pension Plans

Laura Westfall

Laura Westfall, Counsel, Executive Compensation and Benefits, Skadden


Business Succession Planning

To be confirmed

Speaker and date to be confirmed.


Tax Controversy

Caroline Ciraolo
Caroline Ciraolo

Caroline D. Ciraolo, former Acting Assistant Attorney General of the U.S. Department of Justice’s Tax Division, is a partner with Kostelanetz LLP and a founder of its Washington, D.C. office.


Preferred Partnerships: Practical Uses for Encumbered Real Estate

Jerry Hesch
Jerry Hesch

After 20 years as a full-time law professor, Jerry Hesch became a practicing tax lawyer, but continues as an Adjunct Professor at the University of Miami School of Law, Graduate Programs in Estate Planning and Taxation and joined FIU Spring 2009.


State and Local Taxes

Michelle DeLappe
MIchelle Delappe

Michelle DeLappe, Partner at Fox Rothschild LLP, helps businesses reduce their state and local tax exposure through effective planning, defending against assessments and pursuing refunds.


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

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


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