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Program Schedule

2026-2027
Upcoming Programs
Portland Tax Forum announces the return of our annual tax topic programs. We invite you to attend our six tax forums and enjoy stimulating lectures from nationally recognized speakers while gaining CLE, CPE, and CFP CE accreditation in Oregon.
In-person
Tariffs/Transfer Pricing
September 24, 2026. 4:00 pm
Networking Event to Follow, 5:30PM
Venue: Karl Miller Center

PSU Portland Campus, 631 SW Harrison, Room 590

With  Carl Budenski

Carl is a Transfer Pricing Practice Leader and Tax Partner in Aprio’s International Tax team. He has a strong track record of advising multinational corporations on complex transfer pricing matters, assuring compliance with international tax regulations, and improving global tax strategies. Passionate about helping businesses grow, Carl has helped many clients through his transfer pricing strategies, such as saving $1 million in U.S. tax annually for the client. He is a recognized thought leader who frequently speaks at international conferences and has authored numerous articles about transfer pricing issues.

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Virtual
Hot Topics in Estate Planning
November 12, 2026. 7:30 am
With  Kevin Matz

Kevin counsels clients on wealth transfer planning; drafting wills and trusts; gift, estate, income, and generation-skipping transfer tax planning and tax return preparation; charitable gift planning; probate proceedings and estate administration; and associated litigation as well as corporate counseling.

Kevin often serves as outside general counsel to his high net worth clients and their family offices, and melds a unique combination of technical and practical excellence with outstanding skills as both a communicator and empathic listener.

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Virtual
Nonprofit Topic
December 3, 2026. 7:30 am
With  Brad Bedingfield

Brad assists private foundations and public charities with navigating complex tax regulations and procedures, including receipt and disposition of complex charitable gifts and participation in innovative forms of impactful philanthropy. He also advises on governance matters, guiding charities and other nonprofits through formation, reorganizations, mergers, affiliations, and dissolutions.

Additionally, Brad advises private clients on securing their long-term goals related to preserving and protecting their wealth and executing their philanthropic endeavors. He counsels families on structured charitable giving, estate planning and lifetime gifting strategies. Brad was recognized as a Notable Practitioner assisting US and international high net worth families with philanthropy and trusts and estates planning in Chamber’s High Net Worth guide. He is also a Fellow and Regent of the American College of Trust and Estate Counsel.

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Virtual
Loper Bright & Tax Administration
January 21, 2027. 7:30 am
With  Kristin Hickman

Professor Kristin E. Hickman is a leading authority in the fields of tax administration, administrative law, and statutory interpretation. Her articles on these topics have appeared in the Columbia Law Review, Virginia Law Review, Cornell Law Review, and Duke Law Journal, among other publications. She co-authors the Administrative Law Treatise on federal administrative law with Richard J. Pierce, Jr., as well as a textbook on federal administrative law with Pierce and Christopher J. Walker. Her scholarly work has been cited several times in opinions of the United States Supreme Court and as well as regularly in lower court judicial opinions and court briefs.

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Virtual
With  Rebekah Hanley

Rebekah Hanley is Oregon Law’s 2023-24 Galen Scholar in Legal Writing. In this capacity, she is spending the year studying generative artificial intelligence and its impact on law school teaching and the practice of law, building on earlier articles on related topics. Professor Hanley is the recipient of the 2020 Orlando J. Hollis Teaching Award, the law school's highest recognition of teaching excellence.

Professor Hanley has been a faculty member at the University of Oregon School of Law since 2004, teaching 1L and upper-level legal research and writing courses along with the school’s required professional responsibility course. She also served as the school’s Assistant Dean for Career Planning and Professional Development for four years. Earlier in her career, Professor Hanley clerked for the Honorable Dean D. Pregerson in the Central District of California; practiced law in Los Angeles with Munger, Tolles & Olson; and later clerked for the Honorable Harry Pregerson, United States Circuit Judge for the Ninth Circuit Court of Appeals.

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In-person
Transactional Partnership Issues
June 17, 2027. 4:00 pm
Networking Event to Follow, 5:30PM
Venue: Karl Miller Center

PSU Portland Campus, 631 SW Harrison, Room 590

With  Bahar Schippel
and Tyler Eddington

Bahar Schippel is a certified specialist in tax law with 25 years of experience advising clients across multiple industries through their most sophisticated tax issues and planning. She is also a leader and serves on the firm’s Expanded Executive Committee as well as chairs the Tax Practice Group.

Bahar is a practical and knowledgeable transactional tax lawyer. She specializes in tax planning for mergers and acquisitions, joint ventures, real estate transactions, such real estate joint venture agreements, drafting limited liability company (LLC) and partnership agreements, tax planning in connection with fund formation and operations, structuring tax-efficient debt workouts, designing service provider equity compensation for LLCs and partnerships, and tax planning to maximize qualified small business stock benefits

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Visiting Non-Members

Non-Members are invited to attend our In-Person and Networking Events on September 24, 2026, and June 17, 2027, by purchasing a combined program and networking reception ticket at the door for $85. Payment is by check and should be made payable to Portland Tax Forum. Sorry, bank cards are not accepted at the door.

Upcoming Programs

In-person

June 17, 2027

Transactional Partnership Issues

Bahar Schippel is a certified specialist in tax law with 25 years of experience advising clients across multiple industries through their most sophisticated tax issues and planning. She is also a leader and serves on the firm’s Expanded Executive Committee as well as chairs the Tax Practice Group.

Bahar is a practical and knowledgeable transactional tax lawyer. She specializes in tax planning for mergers and acquisitions, joint ventures, real estate transactions, such real estate joint venture agreements, drafting limited liability company (LLC) and partnership agreements, tax planning in connection with fund formation and operations, structuring tax-efficient debt workouts, designing service provider equity compensation for LLCs and partnerships, and tax planning to maximize qualified small business stock benefits

Tickets

Virtual

May 13, 2027

AI in Legal & Professional Writing

Rebekah Hanley is Oregon Law’s 2023-24 Galen Scholar in Legal Writing. In this capacity, she is spending the year studying generative artificial intelligence and its impact on law school teaching and the practice of law, building on earlier articles on related topics. Professor Hanley is the recipient of the 2020 Orlando J. Hollis Teaching Award, the law school's highest recognition of teaching excellence.

Professor Hanley has been a faculty member at the University of Oregon School of Law since 2004, teaching 1L and upper-level legal research and writing courses along with the school’s required professional responsibility course. She also served as the school’s Assistant Dean for Career Planning and Professional Development for four years. Earlier in her career, Professor Hanley clerked for the Honorable Dean D. Pregerson in the Central District of California; practiced law in Los Angeles with Munger, Tolles & Olson; and later clerked for the Honorable Harry Pregerson, United States Circuit Judge for the Ninth Circuit Court of Appeals.

Tickets

Virtual

January 21, 2027

Loper Bright & Tax Administration

Professor Kristin E. Hickman is a leading authority in the fields of tax administration, administrative law, and statutory interpretation. Her articles on these topics have appeared in the Columbia Law Review, Virginia Law Review, Cornell Law Review, and Duke Law Journal, among other publications. She co-authors the Administrative Law Treatise on federal administrative law with Richard J. Pierce, Jr., as well as a textbook on federal administrative law with Pierce and Christopher J. Walker. Her scholarly work has been cited several times in opinions of the United States Supreme Court and as well as regularly in lower court judicial opinions and court briefs.

Tickets

Virtual

December 3, 2026

Nonprofit Topic

Brad assists private foundations and public charities with navigating complex tax regulations and procedures, including receipt and disposition of complex charitable gifts and participation in innovative forms of impactful philanthropy. He also advises on governance matters, guiding charities and other nonprofits through formation, reorganizations, mergers, affiliations, and dissolutions.

Additionally, Brad advises private clients on securing their long-term goals related to preserving and protecting their wealth and executing their philanthropic endeavors. He counsels families on structured charitable giving, estate planning and lifetime gifting strategies. Brad was recognized as a Notable Practitioner assisting US and international high net worth families with philanthropy and trusts and estates planning in Chamber’s High Net Worth guide. He is also a Fellow and Regent of the American College of Trust and Estate Counsel.

Tickets

Virtual

November 12, 2026

Hot Topics in Estate Planning

Kevin counsels clients on wealth transfer planning; drafting wills and trusts; gift, estate, income, and generation-skipping transfer tax planning and tax return preparation; charitable gift planning; probate proceedings and estate administration; and associated litigation as well as corporate counseling.

Kevin often serves as outside general counsel to his high net worth clients and their family offices, and melds a unique combination of technical and practical excellence with outstanding skills as both a communicator and empathic listener.

Tickets

In-person

September 24, 2026

Tariffs/Transfer Pricing

Carl is a Transfer Pricing Practice Leader and Tax Partner in Aprio’s International Tax team. He has a strong track record of advising multinational corporations on complex transfer pricing matters, assuring compliance with international tax regulations, and improving global tax strategies. Passionate about helping businesses grow, Carl has helped many clients through his transfer pricing strategies, such as saving $1 million in U.S. tax annually for the client. He is a recognized thought leader who frequently speaks at international conferences and has authored numerous articles about transfer pricing issues.

Tickets
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Access Past Portland Tax Forum Programs

Need to rewatch or download materials from a previous Portland Tax Forum Program? You can find all of the past Program’s here.
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