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About
Portland Tax Forum

Who We Are

Portland Tax Forum is a member organization consisting of gold and silver sponsors for firms, bronze sponsors for individuals, and Not for Profit sponsors for government and educational institutions. Collectively, our sponsor members form a broad and diverse tax community to promote the sharing of tax knowledge and best practices

Our Mission

Our goal is to provide nationally recognized speakers on tax topics and to promote professional tax education to attorneys, certified public accountants and other tax professionals.

Our Services

We currently organize a series of six tax topic events each “season,” running monthly from September to June. In addition to these forums, we host free networking events to promote camaraderie and the free flow of knowledge within our local tax community. CLE, CPE, and CFP CE accreditation in Oregon is offered for each program.
To strengthen collegial ties within our tax community we combine the three for profit tax disciplines of legal, accounting and wealth management professionals with impactful government organizations and up and coming student organizations.

Officers, Executive Committee and Directors

Michael Such
Secretary
Stoel Rives
Robert Wolfer
Aprio
Caitlin Wong
Past Chair
U.S. Bank, Private Wealth Management
June Wiyrick Flores
Chair-Elect
Schwabe
Mike Sause
Chair
Aldrich Advisors
Brent Berselli
At-Large
Holland & Knight
Joe Hagen
At-Large
Hagen Law Office
Roberta Mann
At-Large
University of Oregon School of Law
Brigitte Sutherland
At-Large
CLA.

Directors

Troy Banker
Geffen Mesher
Timothy Costello
Tonkon Torp.
Connor Moran
Samuels Yoelin Kantor
Larry Brant
Garvey Shubert
David DiLorenzo
DiLorenzo & Co.
Dan Eller
Schwabe
Mark Huglin
Draneas & Huglin
Heather Kmetz
Sussman Shank
Mary Marshall
Portland State University
Natalie Minniti
Baker Tilly
Jeff Perry
Dunn Carney
Kristine Peterson
Talbot Korvola Warwick
Rob Riley
Isler Northwest
Kate Roth
Holland & Hart
Mark Umek
Empirical Wealth Management
Ryan Berning
Focus Partners

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