Northwest Federal Tax Conference (2 days)

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Nov 3, 2014 - Nov 4, 2014 Pacific Time

Registration: 7:00 AM / Program: 8:00 AM - 4:30 PM Pacific Time

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

This high-level program is designed specifically to address the educational needs of advanced level and experienced tax professionals. The program features top-rated and highly sought after speakers from across the nation.

Early Registration Discount: Member Fee: $600 if paid by 10/13/14; $625 thereafter / Nonmember Fee: $675 if paid by 10/13/14; $700 thereafter

Multiple Attendee Discounts & First-Time Attendee Discount:
- Save $50 for the second attendee from the same business.*
- Save $100 each for the third or more attendees from the same business.*
- First time attendees save $100 off of the regular registration fee.**

*Cannot be used in combination with early registration discount.
**Cannot be used in combination with early or multiple registration discounts.

Please call the Professional Development Division at 503-641-7200, ext. 3 to register to receive discounts.

HOTEL FEATURES/ACCOMMODATIONS/AMENITITES: The Hilton Portland & Executive Tower consists of two buildings: the landmark Hilton Portland and the elegant Executive Tower. Situated in the heart of downtown, this hotel is surrounded by restaurants, shopping and entertainment venues. Walk a block from the hotel to the MAX Light Rail system for quick and easy access to popular Portland attractions, nearby cities and Portland International Airport. To view the amenities offered by the Hilton Portland & Executive Tower, access the website at http://www3.hilton.com/en/hotels/oregon/hilton-portland-and-executive-tower-PDXPHHH/about/amenities.html.

HOTEL RESERVATIONS: When making accommodation reservations, identify that you are with the 2014 Northwest Federal Tax Conference™ room block to receive the special group rate. Contact group reservations at 1-800-HILTONS. Please make requests such as preference for bed type, special room arrangements, ADA requirements, etc. at time of call. Special requests based on availability.
ROOM BLOCK: A sleeping room block is available for the nights of Sunday, November 2 through Monday, November 3, 2014. Guest room rates will be offered by the Hilton Portland & Executive Tower three (3) days prior and three (3) days postdates listed, subject to availability. Room block expires on October 21, 2014!
ROOM RATE: Hotel accommodations for a standard king or double room are $169 per night plus tax in the main building / $189.00 per night plus tax for a king room in the Executive Tower.
ACCOMMODATION CANCELLATION: Hotel cancellation policy is 48 hours prior to arrival. Reservations cancelled within 48 hours will be assessed one night room and tax. Check-in/Checkout: Guests may check in after 3:00 p.m. on the arrival day and check out by 12:00 p.m. on the departure day.
HOTEL OVERNIGHT GUEST PARKING: Hilton Portland & Executive Tower charges $32.00 per night for valet parking for their Main Building. Self-parking at the Executive Tower is $27.00 per night.
ATTENDEE SELF-PARKING: Parking validation will be provided by OSCPA for self-parking at the Executive Tower. Parking charges from other garages and lots for participants attending the 2014 Northwest Federal Tax Conference will be reimbursed up to $11 per day with submission of parking receipts to OSCPA.

Designed For

Experienced tax professionals.

Objectives

This premier Northwest Federal Tax Conference™ features updates on important current federal tax issues as well as the recent tax developments that impact you and your clients. The Northwest Federal Tax Conference™ offers the opportunity for participants to hear from knowledgeable national speakers.

Major Subjects

Washington Update Including Key IRS Decisions * Recent Cases & Rulings in Federal Tax * Review of Requirements Under FATCA and FBAR * Tax Increases - Including Medicare * Business Owner Retirement and Exit Planning * Update on Key Tax Issues Affecting CPA Firms * Repair Regs * Difficult Tax Audits and Tax Court Litigation.

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.


Leaders

Arthur Auerbach

Arthur Auerbach, CPA, CGMA is an independent tax consultant located in Atlanta, GA, specializing in tax consulting and estate and financial planning for individuals and closely held businesses. He is affiliated with the Asbury Law Firm as a consultant. He is a member of the Georgia, Virginia, New York, and Greater Washington CPA societies. Art was appointed to the AICPA Tax Executive Committee for a three-year term beginning February 1, 2018, and ending May 31, 2021. Beginning in May 2021, Art was appointed to be a member of the AICPA Tax Practice and Procedure Committee. He is an active member of the Georgia Society of CPAs and serves on the Georgia Department of Revenue Commissioners Advisory Group, the Financial Literacy Task Force, and Leadership Council, in addition to chairing the GSCPA Federal State Tax Task Force. He is also a member of the Virginia Society’s Tax Committee. He has served as an advisor to the District of Columbia Office of Tax and Revenue and the Tax Commissioners Advisory group in Virginia. Art is currently on the editorial board of the Journal of Accountancy. Art is a nationally recognized speaker on a variety of tax topics offered for continuing education for CPAs and financial planners. He has authored several publications and articles. Art is licensed in Georgia, Virginia, District of Columbia, and New York, and he is a life member of the American Institute of CPAs.

(3/18/21)

Gwendolyn Griffith

Gwendolyn Griffith is a partner in the law firm of Tonkon Torp LLP in Portland, Oregon, where she is the practice group leader for the Taxation and Employee Benefits Practice Group. Gwen’s tax practice is wide ranging, including corporate, partnership and international tax matters, as well as the income tax and transfer tax issues of complex trusts and estates. She began her law career at the Dallas, Texas law firm of Akin Gump, and then spent many years teaching law school at Willamette University College of Law before re-entering private practice. She has been with Tonkon Torp since 2008 and has been recognized as a Best Lawyer in Tax Law since 2012. She is the author of several books on taxation and received the 2017 Multnomah County Bar Association Pro Bono Award of Merit for her work with a state wide pro bono project called The CLiF Project.

Gwen is married to Peyton Lieuallen, a retired school administrator, and they have two grandchildren. Peyton and Gwen enjoy catering to the whims of their West Highland white terrier, Bentley, and attending to the endless remodeling needs of their 100-year old house in Monmouth.

(1/5/21)

Joseph Hagen

Biography 9/14 Joseph T Hagen Hagen O’Connell Hval Joseph T Hagen was educated at Georgetown University Law Center and New York University (LL.M in Taxation). Mr. Hagen is a member of the Oregon, California and Washington State Bars, the U.S. Supreme Court Bar, and the United States Tax Court Bar. Mr. Hagen has written and lectured extensively in the field of tax law, has been the Adjunct Professor of Tax Law at the Northwest School of Law at Lewis and Clark College, and has served as an officer of the Taxation Section of the Oregon State Bar. He is a co-founder and currently a member of the Board of Directors of the Portland Tax Forum and was prior Chairman of the Board. Mr. Hagen maintains a general business, corporate, and estate planning proactive, probate and trust administration matters, family limited liability companies and tax compliance work.

Kevin O'Connell

Biography 9/14 Kevin O’Connell Hagen O’Connell Hval LLP Kevin O’Connell is a graduate of Fordham University (B.A. – 1963, LLB – 1966) and New York University (LL.M in Taxation – 1970). Mr. O’Connell served as a law clerk for the Oregon Supreme Court in 1966 and 1967, and has been engaged in private practice of law in Portland, Oregon, for 49 years. Mr. O’Connell has been a name partner in a number of major law firms in Portland, Oregon, and most recently the senior partner at Hagen O’Connell & Hval. Mr. O’Connell is a member if the American, Oregon and Multnomah County Bar Associations. Mr. O’Connell has represented clients in civil and criminal matters in state and federal court. Mr. O’Connell has been admitted to practice before the Ninth Circuit Court of Appeals, the U.S. District Court for the District of Oregon, the United States Tax Court and the United States Court of Federal Claims. Mr. O’Connell possesses expertise in a number of areas of law, including: federal, state and local taxation, individual and business tax planning, entity formation and general corporate counseling, representation of taxpayers in tax audits, appeals and tax litigation, and civil litigation in state and federal courts.

Steve Parrish

No Biography Available

Gary Tober

No Biography Available

Edward Zollars

Edward K. Zollars, CPA-AZ is a partner in the Phoenix, Arizona CPA firm of Thomas, Zollars & Lynch, Ltd. He has been practicing for the last 36 years in the areas of taxation of individuals and closely held business. Ed is also an author and speaker for Kaplan Professional Education, Inc., handling tax related continuing education courses for CPAs. He also authors tax articles appearing on Kaplan’s Current Federal Tax Developments website and presents a weekly audio and video update on tax developments.

(12/16/20)