2020–2021 Portland Tax Forum Program Schedule

Business Succession Planning

Jerome M. Hesch, Esq.
Jerry Hesch

Jerry Hesch serves as an income tax and estate planning consultant for lawyers and other tax planning professionals throughout the country.

INTRO SPEAKER: Professor Roberta Mann, University of Oregon School of Law

The Road Between Subchapter C and Subchapter S

Larry J. Brant

Larry Brant, Principal at Foster Garvey PC, focuses on assisting public and private companies, partnerships, and high-net-worth individuals with tax planning and advice, tax controversy, and business transactions.

INTRO SPEAKER: Joseph T. Hagen, Partner, Hagen O'Connell Hval LLP

Partnership Equity

Bahar A. Schippel
Bahar A. Schippel

Bahar Schippel, Certified Specialist, Tax Law, Arizona Board of Legal Specialization, specializes in tax planning for mergers and acquisitions, joint ventures and real estate transactions.

INTRO SPEAKER: Calvin Swartley, Moss Adams

1031 Transactions

Max Hansen & Jim Miller

Max A. Hansen, Managing Director at Accruit, has helped taxpayers and real estate professionals successfully complete property exchanges for over 40 years.


Jim Miller is a Senior Vice President and Western Operations Counsel for IPX1031.

INTRO SPEAKER: Ryan Berning, Confluence Wealth Management

Deferred Compensation in M&A Transactions

Larry Goldberg
Larry Goldberg

Larry Goldberg, Partner at ESOP Law Group, LLP, focuses on the design, implementation, and operation of Employee Stock Ownership Plans (ESOPs).

INTRO SPEAKER: John Mather, Insurance Consulting Services, Inc.

Reliance on IRS Guidance

Stephanie Hunter McMahon
Stephanie McMahon

Stephanie McMahon, Professor of Law, College of Law, teaches courses in tax law and legal history, and her research often combines her interest in these areas.

INTRO SPEAKER: Caitlin M. Wong, CW Law

IRS Appeals

Sheri A. Dillon
Sheri Dillon

Sheri Dillon, Partner at Morgan Lewis, focuses on federal tax controversy matters, guiding clients through IRS examinations and appeals, the administrative claims process, and litigation.

INTRO SPEAKER: Michael Such, Stoel Rives

Partnership Audits

Megan L. Brackney
Megan Brackney

Megan Brackney, Partner at Kostelanetz & Fink LLP, has a distinguished track record of delivering exceptional results for clients facing complicated and difficult tax issues.


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 presenting our 2020–2021 program entirely online. Once you register, you will receive an email with instructions on how to join the event.

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.


Registration & Fees


Single Forum: $65

8-Program Package:
$300 (42% 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.

After you register, you will receive an email with information on how to join the event.

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