Northwest Federal Tax Conference™ (2 days)

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Nov 5, 2018 - Nov 6, 2018 Pacific Time

Registration: 7:00 AM / Program: 7:55 AM - 5:15 PM Pacific Time

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

Click the image above to view the conference brochure.

This in-person event is sold out. Live webcast viewing option is available. Click here to register.ACPEN access link will be sent immediately upon registration.

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.

Discounts:

  • First-Time Attendee: Enjoy a $50 discount as our way of welcoming you to the conference.*
  • Multiple Attendees: Enjoy a $50 discount per person with 2+ attendees from the same firm or company.*
*Discounts cannot be combined.
To receive discounts, call OSCPA to register at 503-641-7200 / 800-255-1470, ext. 3, or email profdev@orcpa.org.


CLE (OR) Credit: 15.25 hrs
CLE (WA) Credit: 14.75 hrs
CFP Credit: 17 hrs

Conference Location:
Multnomah Athletic Club
1849 SW Salmon St., Portland, OR 97205

Parking: Parking is free at the Multnomah Athletic Club, subject to availability.

Hotel Accommodations:
Hotel deLuxe
729 SW 15th Ave., Portland, OR 97205

Room Block: A sleeping room block is available for the nights of Sunday, November 4 through Monday, November 5, 2018. Guest room rates will be offered two (2) days prior to dates above and two (2) days post dates listed, subject to availability. Hurry! Room block expires on October 8, 2018!

Room Rate: The Room rate for a deluxe queen/king is $159 per night plus tax (single/double occupancy).

Hotel Reservations:

  • To reserve online, please use the following link: Oregon Society of CPAs Booking Link
  • To speak directly with a reservations agent, please call 866-986-8085 and identify that you are with the Oregon Society of CPAs to get the special room rate listed above.


Hotel Parking:
Valet parking is available at $31 per night with unlimited in and out privileges. Other self-parking options are available surrounding the hotel property.

Conference is developed by the OSCPA Northwest Federal Tax Conference Project Committee.

Thanks to our sponsor

Sponsored by the OSCPA Group Health Trust, in partnership with The Partners Group, our 2019 broker partner for the OSCPA Group Health Program!

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

DAY 1: Monday, November 5, 2018

  • Washington D.C. Update
    Arthur Auerbach, CPA
    Art Auerbach CPA Tax Consultant, Atlanta, GA
  • Navigating the Built-in Gains Tax for C to S Conversions After the Tax Cuts and Jobs Act
    Larry Brant, Attorney
    Garvey Schubert Barer, Portland, OR
  • Technology for Tax Practitioners
    Ranica Arrowsmith
    Accounting Today, Congers, NY
  • Are Death and Taxes Really Certain? Confronting the Impact of the Tax Reform on Estate Planning
    Yoshimi Smith, Attorney
    Beller Smith Attorneys at Law, Boca Raton, FL
  • International Tax Planning for Small and Mid-Sized Businesses as a Result of the 2017 Act
    Robert Misey, Attorney
    Reinhart Boerner Van Deuren SC, Milwaukee, WI


DAY TWO: Tuesday, November 6, 2018

  • 2018 Depreciation: Lightning Fast Depreciation Under the TCJA
    Greg White, CPA
    Cutting Edge Tax Strategies LLC, Bellevue, WA
  • IRC Section 199A: Planning and Compliance
    E. Lynn Nichols, CPA
    E. Lynn Nichols CPA, Vero Beach, FL
  • Tax Cuts and Jobs Act Overview and Update
    Edward Zollars, CPA
    Thomas Zollars & Lynch Ltd, Phoenix, AZ
  • Federal Tax - Recent Cases & Rulings
    Gwendolyn Griffith, Attorney
    Tonkon Torp LLP, Portland, OR

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


Leaders

Ranica Arrowsmith

Ranica Arrowsmith, technology editor for Accounting Today, previously covered medical technology for Medical Design Technology, Medical Product Outsourcing and Orthopedic Design & Technology magazines. She holds a bachelor’s degree in English literature and psychology from Fairleigh Dickinson University and a master’s degree in international literature from Montclair State University.

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)

Larry Brant

Larry J. Brant is a Shareholder at Foster Garvey PC in Portland, Oregon. His practice focuses on tax planning and advice, tax controversy, and business transactions. Larry regularly advises clients on tax matters and in structuring mergers and acquisitions, joint ventures, and other business transactions.

Larry publishes articles on numerous income tax issues, including Tax Reform, Corporate Tax, § 1031 Exchanges, Taxation of S Corporations, Reasonable Compensation, Circular 230, Worker Classification, Choice of Entity, Entity Tax Classification, and State and Local Taxation. He is an Expert Contributor to Thomson Reuters Checkpoint Catalyst. In addition, Larry regularly speaks at national, regional and local tax institutes, including the NYU Federal Tax Institute, the Florida Tax Institute, the NYU Tax Conferences in July, the Portland Tax Forum, the Portland State Tax Institute, the IRS Tax Practitioners Forum, the OSCPA Forest Products Conference, the OSCPA Real Estate Conference, and the Oregon Tax Institute. Larry is a Fellow in the American College of Tax Counsel. He was the 2015 Recipient of the Oregon State Bar Tax Section Award of Merit. Larry is the author of a nationally recognized tax blog (www.larrystaxlaw.com).

Larry obtained his LL.M. in Taxation from the University of Florida College of Law; his J.D., cum laude, from Willamette University College of Law; and his B.S. in Business Administration, cum laude, from Portland State University.

(11/19/20)

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)

Robert Misey

Robert Misey is Chair of the International Department for the law firm of Reinhart Boerner Van Deuren and concentrates his practice in the areas of international taxation, international business, and tax litigation. Mr. Misey previously worked for the IRS Chief Counsel (International) in Washington, DC and San Jose, CA. He also previously led the International Tax Services group for a region of a Big Four accounting firm. A member of the bar in California, Wisconsin and the District of Columbia, Mr. Misey is the Chair of the American Bar Association's Committee on International Taxation. Mr. Misey has authored the treatises U.S. Taxation of International Transactions and Federal Taxation: Practice and Procedure. He writes the column A Global View for the Journal of Tax Practice and Procedure. Mr. Misey received, his LL.M. in Taxation from Georgetown University and his J.D. and M.B.A. from Vanderbilt University.

E Lynn Nichols

Lynn provides tax consulting services, tax practices quality reviews, and documentation of quality control systems to CPA firms. He is the founder, in 1982, of Nichols Patrick CPE, Inc., a provider of federal tax training sponsored by state societies of CPAs. He has produced a variety of federal tax update products; video tax updates, podcasts and webinars, and has appeared as an expert on web broadcasts produced by others. Lynn is also a featured speaker at several tax conferences. He is a member of the AICPA, Ohio Society of CPAs, and past chair of the Board of Visitors of the University of Oklahoma School of Accounting. Lynn was awarded the Ohio Society of CPA’s Gold Medal for meritorious service to the accounting profession in 2005 and selected as one of Ohio’s Most Influential CPAs in 2008. Most recently, Lynn is assisting state societies of CPAs to develop CPE programs, responsive to the needs of their members, by training program leaders, identifying topics, and designing a tax curriculum with super time efficiency. He is one of the original developers of “10 minute” CPE segments that can be combined for 50 minute CPE credit hours.

Yoshimi Smith

Yoshimi 0. Smith is a co-founding partner of the law firm of Beller Smith, P.L., located in Boca Raton, Florida. She concentrates her practice in the areas of estate and tax planning, estate and trust administration, and business succession planning. Ms. Smith is a graduate of Hofstra University Law School and the State University of New York at Stony Brook. Ms. Smith is admitted to practice law in New York and Florida. She serves on the Estate and Trust Tax Planning Committee, the Probate Law and Procedure Committee, and the Wills, Trusts and Estates Certification Review Course Committee of the Real Property, Probate and Trust Law Section of the Florida Bar ("RPPTL"). Ms. Smith is the Probate and Trust Law CLE Vice Chair of RPPTL Section and a member of the Executive Council At Large Member of RPPTL. She is currently chair of the Probate Committee for the South Palm Beach County Bar Association. Ms. Smith has published articles and lectured for the Florida Legal Education Association, South Palm Beach County Bar Association, Collier County Bar Association, New York City Bar Association, New York State Bar Association, New York University Tax Institute, Portland Tax Forum, Matthew Bender, Florida State Bar, Leimberg Services, local estate planning councils, various charities, community and professional organizations.

Gregory White

Greg White, CPA-WA, has practiced tax accounting for more than 35 years. He is founder, shareholder, and President of CPA firm WGN, P.S. in Seattle, Washington, which serves a successful entrepreneurial client base. He also owns and operates State of the Art Tax, LLC, a tax education company. Greg is in his tenth year as an adjunct professor at the Golden Gate University’s Seattle Campus where he teaches capital assets, tax accounting, and individual taxation. Greg is licensed to practice in and has argued cases before the U.S. Tax Court. He has been named “Top 50” IRS Practitioner by CPA Magazine.

Greg has extensively presented tax CPE, predominantly on the west coast, over the last decade and has written and presented live courses and webinars for CCH and others nationally. He has presented tax topics in the Pacific Northwest on TV including spots on KOMO TV, King TV, and Northwest Cable News. He is frequently in contact with Treasury, IRS, and other top government officials in Washington, D.C. as to late breaking guidance from the government and has been involved in making recommendations to them to help practically shape federal tax legislation and administrative guidance.

(11/2/20)

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)