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About
Portland Tax Forum

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

Ryan Berning
Chair
Buckingham Strategic Wealth
Chris Heuer
Past Chair
Stoel Rives
Caitlin Wong
Chair-Elect
U.S. Bank, Private Wealth Management
June Wiyrick Flores
Secretary
Mike Sause
Treasurer
Aldrich
Brent Berselli
At-Large
Holland & Knight
Mark Golding
At-Large
Mark Golding Law
Joe Hagen
At-Large
Hagen O’Connell
Roberta Mann
At-Large
University of Oregon School of Law
Brigitte Sutherland
At-Large
Perkins & Co

Directors

Troy Banker
Geffen Mesher
Larry Brant
Garvey Schubert Barer
Mitch Cohen
Duffy Kekel
David DiLorenzo
DiLorenzo & Co.
Dan Eller
Schwabe
Mark Huglin
Draneas & Huglin
Heather Kmetz
Sussman Shank
Mary Marshall
Portland State University
Natalie Minniti
Moss Adams
Jeff Perry
Dunn Carney
Kristine Peterson
Talbot Korvola Warwick
Brian Rapp
McDonald Jacobs
Rob Riley
Isler Northwest
Kate Roth
Tonkon Torp
Michael Such
Stoel Rives
Mark Umek
Empirical Wealth Management
Robert Wolfer
Delap

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