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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.
- 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.*
To receive discounts, call OSCPA to register at 503-641-7200 / 800-255-1470, ext. 3, or email email@example.com.
Can't attend in person? Attend via live webcast!
The 2019 Northwest Federal Tax Conference will be recorded so training is more convenient than ever!
- For more information and to purchase the On-Demand Group CPE Training Package - Click Here
- For more information and to purchase an Informational Package (No CPE) - Click Here
CLE (OR) Credit: 13.5 credit hours
CLE (WA) Credit: 13.5 credit hours
CFP Credit: 16 credit hours
PTIN Credit: 14 credit hours
Multnomah Athletic Club
1849 SW Salmon St., Portland, OR 97205
Conference is developed by the OSCPA Northwest Federal Tax Conference Project Committee.
- The Road Between Subchapter C and Subchapter S: Potholes and Obstacles
Larry J. Brant, Attorney, Foster Garvey PC
It may be a well-traveled two-way thoroughfare, but it isn't free of potholes and obstacles! With TCJA reducing the corporate income tax rate to a flat 21%, a significant number of S corporations will likely be converting to C corporations. These same corporations, however, may find themselves down the road desiring to regain S status. This presentation explores the potholes and obstacles that may hinder travel on this two-way road, including the built-in-gains tax, LIFO recapture, excessive passive income, unreasonable compensation, personal holding company status, excessive accumulated earnings, and re-election time restrictions.
- Federal Tax Update
Chastity Wilson, CliftonLarsonAllen LLP
This session will touch on key highlights such as: an update on regulatory guidance issues following the Tax Cuts and Jobs Act, review of IRS pronouncements, treasury regulations, and court cases from the past year. This session will cover identifying planning tips and illustrations from a practitioner viewpoint. Finally, you will learn about important estate and gift changes, tax exemptions, payroll tax, and other federal developments.
- Federal Case Update
Valerie H. Sasaki, Attorney, Samuels Yoelin Kantor LLP
This session will cover exciting federal cases issued in the past year.
- Post TCJA Chaos: Disclosure? Don't File an Uncertain Tax Return Without It
Bradley Burnett, JD, LLM (Taxation), Bradley Burnett Tax Seminars LTD
With the plethora of Tax Cuts Jobs Act (TCJA) unanswered questions coming at us like a pack of defensive linemen, tax practice is (or at least seems to be) out of control. Approaches by tax software companies are “all over the board” moving targets. Clients want their tax returns now. If IRS scrutinizes a return (years later), they’ll have the benefit of hindsight. Much of the law is messy, messy, messy, messy. What is a tax preparer to do? One approach is to disclose uncertainties (re: §199A or any other messy area) to IRS on tax returns now. Yes, that’s right. Kiss and tell. Tell the adversary what you’re up to. All for the sake of seeing your client and you through to a better day. Want to learn the ropes as to how? Then don't miss out on the info packed session!
- New QBID Regulations/199A Update - Planning to Make the Most of the Biggest Tax Benefit in 35 Years
Greg L. White, CPA, Cutting Edge Tax Strategies LLC
The final regulations were issued in January of this year. We'll cover a variety of planning ideas with the new rules, including reducing guaranteed payments to increase QBID, determining which rental properties qualify for QBID and what you should do in "grey" areas, taking the QBID into account in selecting the right type of business entity, and how to use the QBID when structuring the purchase or sale of a business.
- Income Tax Planning Workarounds Based on Changes in the Internal Revenue Code
Arthur J. Werner, JD, MS, Werner-Rocca Seminars LTD
This session is ideal for the CPA who wants to update their Federal Income Tax knowledge. Many clients seek sophisticated tax planning ideas that reduce their year-end tax obligations. This session will provide a comprehensive planning update that will include "Workarounds" to changes made to the Internal Revenue Code due to the Tax Cuts and Jobs Act.
- Planning for the Oregon Taxable Estate
Eric J. Wieland, Attorney & Walker R. Clark, Attorney, Samuels Yoelin Kantor LLP
This session will cover various subjects such as: Oregon and federal estate tax structure. Marital planning. Gifting with the estate tax in mind. Portability. Planning under the current estate tax law. Marital planning. Consideration on funding credit shelter trust and marital trust. Taxation of out-of-state property.
- Living Dangerously: Riding the Lines between Employee and Independent Contractor
Jeffrey M. Wong, Attorney, Jeffrey M Wong Attorney
This presentation focuses on the different tests used by different federal and state agencies to determine whether a worker is an employee or an independent contractor, and the tax and other liabilities that can arise for an employer whose workers are re-classified from independent contractors to employees.
This event has already passed. If you have any questions, please contact us at 503-641-7200 or email firstname.lastname@example.org.
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.
Bradley Burnett, J.D., LL.M., is a practicing Colorado tax attorney with 33 years of tax practice experience. His practice emphasis is on tax planning and tax controversy resolution. He also prepares a handful of tax returns. Prior to establishing his own law firm in 1990, he practiced tax accounting with national and local CPA firms, worked as a trust officer for a Denver bank and managed the tax department as partner in a medium-sized Denver law firm. After receiving his undergraduate degree in accounting and law degree (J.D.), he earned a Master of Laws (LL.M.) in Taxation from the University of Denver School of Law Graduate Tax Program.
Mr. Burnett has delivered more than 3,000 presentations on U.S. tax law throughout all fifty U.S. states, Washington, D.C., the Bahamas, Italy, Greece, Turkey and Canada. He has authored texts of 35 CPE courses. Bradley served as adjunct professor at the University of Denver School of Law Graduate Tax Program, where he pioneered an employment tax course and occasionally pinch hit teaching the IRS practice and procedure topic. He has appeared on television answering tax questions for call-in viewers of Denver NBC affiliate KUSA Channel 9. Brad received the Illinois Society of CPAs Instructor Excellence Award for teaching in Chicago and five times has been the top rated, most requested instructor for CPA Society annual tax conferences. Burnett’s seminar style is to deliver the subject matter in briskly paced, enthusiastic and witty fashion. His forte’ is the candid communication of practical ideas relating to tax law.
A focused and driven attorney, Walker Clark believes in working directly with his clients to best meet their needs. A member of the Washington and Oregon State Bars, Walker assists his clients in the areas of Estate Planning, Trust and Estate Administration, Taxation, and Business Planning.
After graduating from the University of Oregon with a degree in Political Science, Walker spent two years working for a local law firm, where he assisted with pleadings, hearings, and trial prep on a day to day basis. He went on to earn his law degree from the University of Oregon School of Law, earning certificates of mastery in taxation and estate planning along the way. After completing his law degree, Walker obtained an LL.M. in Taxation from the University of Washington School of Law.
Outside of work, Walker enjoys spending time with his family and is an avid supporter of the Portland Trail Blazers and Oregon Ducks.(8/19/19)
Valerie Sasaki is a partner with Samuels Yoelin Kantor LLP where she chairs the Taxation Practice. She focuses her practice on resolving complex tax matters for clients with state and federal revenue agencies. She regularly speaks and writes on tax topics of interest to her. Ms. Sasaki is a member of the Oregon, Washington, Idaho, and Utah State Bars. She regularly appears on behalf of clients in US Tax Court and the Oregon Tax Court.
She is a “Big-4” accounting alumna who worked as a State and Local Tax Manager for KPMG LLP as well as with the Miller Nash LLP tax department. Valerie has served as Chair of Portland Tax Forum, The Oregon State Bar Taxation Section, and the Oregon State Bar Business Law Section. Valerie has served on the laws committee of the Oregon State Bar’s Taxation Section since 2003. She is now involved in leading an Oregon Laws Commission Project to modernize and restate Oregon’s Limited Liability Company Act.
Valerie serves and has served as an Adjunct Professor of Taxation with: Portland State University’s Masters in Tax Program; Northwestern School of Law, Lewis & Clark College; Portland Community College; and the University of Oregon School of Law. She is a fellow of the American College of Taxation and has been recognized as an outstanding tax attorney by the SuperLawyers and Best Lawyers in America organizations.
Valerie received her BA degree, magna cum laude, from Tulane University, earned her JD degree from University of Oregon School of Law and her LLM in Taxation from the University of Washington School of Law.
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.
Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
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.
Eric Wieland puts his mastery of tax law and sharp attention to detail to work in the areas of estate planning, business planning, taxation, and trust and estate administration. The belief that no two clients are alike and no set of legal circumstances or objectives are the same is at the heart of his specialized, individual approach.
Eric’s work representing clients before the Internal Revenue Service in examinations, administrative appeals, and collection proceedings as a student attorney in the University of Washington’s Low Income Taxpayer Clinic honed his skills in negotiation, client counseling, and written and oral advocacy.
After graduating with honors from the University of Portland with a degree in Business Administration, Eric earned a Master of Arts in Teaching while participating in the Pacific Alliance for Catholic Education volunteer program associated with AmeriCorps and spent two years as a high school and middle school teacher and coach. He earned his law degree from the University of Missouri-Columbia School of Law where he was awarded Order of Barristers. He then achieved a LL.M. in Taxation from the University of Washington School Of Law. He is licensed to practice law in Oregon and Missouri.
Chastity Wilson leads CLA’s National Tax Office. Chastity also leads the firm’s IRS controversy practice. In her role as the leader of the National Tax Office, Chastity works closely with the Chief Risk Officer to identify areas of risks and assist in managing known risk. Chastity also works closely with the Chief Tax Officer to identify training needs for all levels of practitioners. Part of Chastity’s role as leading the National Tax Office includes managing CLA’s annual tax update. This annual tax update is delivered nationally through various state CPA societies and directly to large and medium sized CPA firms (including direct competitors of CLA).
In her role as leading the firm’s IRS controversy practice, Chastity leads numerous projects. These projects include representing clients before IRS examination, appeals, and the office of professional responsibility. Chastity’s practice includes IRS penalty administration and collection work. Chastity also files cases with the US Tax Court.
Prior to joining CLA, Chastity was the Local Taxpayer Advocate for the state of Arizona.The Taxpayer Advocate Service is an independent function within the IRS that assists taxpayers in resolving their problems with the IRS. In her capacity as a Local Taxpayer Advocate, Chastity assisted taxpayers in many ways, including: negotiating with IRS senior managers and executives to take action to resolve various issues which included delayed refunds, IRS notices, collections, misapplied payments, incorrect IRS adjustments, statute issues, exam issues, and issue within IRS Appeals. Chastity also served as an IRS chief counsel attorney in the national office. In this role, Chastity drafted internal and external guidance. Chastity also argued various motions before the US Tax Court.
Before joining the IRS, Chastity was a manager in the Tax Controversy practice of a big four accounting firm. In this capacity, Chastity served clients in many ways, including: managing complex IRS audits, prepared protest, represented clients during the Appeals process, represented clients in alternative dispute resolution processes, performed interest computations and IRS transcript review. While with the big four firm, Chastity was on a national tax rotation in Washington, DC. Chastity drafted tax alerts on new legislation, regulations, and court decisions; researched and drafted memoranda and tax opinions, and helped develop and conduct technical education and training programs. Recently, Chastity testified before the House Ways and Means Subcommittee on Oversight regarding the IRS appeals process and challenges her clients have faced with the appeals process.
Jeffrey Wong is a graduate of Reed College and the University of Oregon School of Law. He spent the first fourteen years of his law career as a US Tax Court trial attorney for the Internal Revenue Service, and a Special Assistant US Attorney in the Oregon Bankruptcy Court. Between 1991 and 1998, he was the primary legal advisor to the IRS Collection Division in Oregon and its primary bankruptcy litigator. Jeff was involved in the development of many aspects of the IRS bankruptcy program that exists today.
In 1998, he left government service and entered private practice with the Portland firm of Greene & Markley, PC. Over the next eleven years, he developed and managed a six-person tax and bankruptcy group that handled many of Oregon's largest and most complex tax controversies. In June of 2009, Jeff left Greene & Markley to start his own solo practice.
Jeff has expertise in many areas of federal and state tax, bankruptcy, and debtor-creditor law. He has written and taught over many subjects for IRS employees and private attorneys, accountants, and tax consultants. He has held a Martindale-Hubbell AV rating since 1999 and has been selected for inclusion in Oregon Super Lawyers for 2012 through the present year in the fields of bankruptcy and debtor-creditor law, and the 2010 through the present editions of Best Lawyers in America. He was selected as the Best Lawyers' 2014-15 Portland, OR Litigation and Controversy "Tax Lawyer of the Year."
Jeff has served on three different committees for the Oregon State Bar Taxation Section. His experience and relationships allow him to provide unique and superlative service with many tax and insolvency problems.