State & Local Tax Conference

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Jan 6, 2020

Registration: 7:15 AM / Program: 8:00 AM - 4:35 PM

Fees

Member Fee: $325.00
Nonmember Fee: $400.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -162.00

The above fees may not be reflective of the total event price. See below.

Description

Discover new tax developments at the state and local level. Important issues that impact you and your clients will be discussed!

CLE (OR): Pending Approval
CFP: Pending Approval

Can't attend in-person? Attend via live webcast!


Conference is developed by the OSCPA State and Local Tax Project Committee.

Designed For

CPAs and professionals looking for the latest word on state and local taxation.

Objectives

Provide an overview of recent regional developments in state and local taxes.

Major Subjects

  • Oregon New Law Update
    Deanna D. Mack, Legislative Liaison, & Shannon Ball, Personal Income Tax Division, Oregon Department of Revenue
    Find out all the Oregon changes that occurred during legislation. This session will cover rules for Oregon Personal Income Tax, corporate and estate, withholding, and the new corporate activities tax. Learn what's new for tax year 2019!
  • The Oregon Corporate Activity Tax
    Larry J. Brant, Attorney, Foster Garvey PC
    A discussion of the new Oregon Corporate Activity Tax, including any administrative rules adopted by the Department of Revenue
  • Washington State & Local Tax Update
    Darcy Kooiker, CPA, Ryan LLC
    The Washington legislature once again passed several new tax bills that are difficult to understand, comply with, and administer. Learn what bills passed that you will need to know about, and what actions are being taken by Washington CPAs to try and fix this mess.
  • California Tax Update
    Nikki Dobay, Council on State Taxation
    Session details coming soon!
  • City of Portland / Multnomah County - Revenue Division Updates
    Tyler Wallace, EA, City of Portland Revenue Division
    This session will cover the following topics: business license taxes, clean energy surcharge, residential rental registration, heavy vehicle tax, pay ratio surtax, transient lodging tax, short term rental permitting, and integrated tax system.
  • Oregon Case Law Update
    Gwendolyn Griffith, Attorney, Tonkon Torp LLP
    A review of recent Oregon Tax Court cases relevant to tax professionals, along with property and income tax "box scores" and certain other interesting developments in Oregon taxation.

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Leaders

Shannon Ball

Shannon Ball has worked for the Department of Revenue for over 16 years. She is currently an Operations and Policy Analyst 3 with the Policy & Systems unit of Revenue’s Personal Income Tax and Compliance division where she is the legislative policy coordinator for personal income tax. Shannon reviews Oregon rules, presents policy changes, reviews forms and instructions, and follows legislation relating to personal income tax.

Shannon has 9 years of experience as a personal income tax auditor. As an auditor, she incorporated law to determine if an adjustment was necessary, represented the department at magistrate, and reviewed co-worker’s adjustments.

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.

Nikki Dobay

Nikki Dobay is Senior Tax Counsel at the Council On State Taxation (COST), which has a membership of nearly 550 multistage corporations and is dedicated to preserving and promoting equitable and nondiscriminatory state taxation of multi-jurisdictional entities. At COST, Nikki is a key member of the advocacy team, and her responsibilities include monitoring and reporting on state tax legislation in the western states (Alaska, Arizona, California, Colorado, Idaho, Montana, Nevada, New Mexico, Oregon, Utah, Washington and Wyoming). In addition, Nikki regularly provides written and in-person testimony before the legislatures of those states in accordance with COST’s Policy Positions. Nikki assists with drafting and filing amicus briefs in both the U.S. Supreme Court and state courts on various state and local tax issues and is a regular speaker at COST conferences, other national conferences, and regional and state tax conferences.

Prior to joining COST, Nikki was with PWC’s National State and Local Tax Practice and acted as the firm’s Oregon tax expert, assisting with Oregon controversy matters. Prior to joining PwC, Nikki was an associate Stoel Rives, where advised clients on sophisticated multistate tax issues, the consequences of and planning opportunities related to corporate M&A transactions, and income, excise and property tax incentives related to renewable energy projects. She has also litigated Oregon income, excise and property tax issues in the Oregon Tax Court and has represented taxpayers in negotiations with the Oregon Department of Revenue and City Revenue Bureau, which administers the Multnomah County and Portland City Business Taxes.

Nikki serves on the Advisory Boards for the California Franchise Tax Board, the California Department of Tax and Fee Administration and is on the Executive and Laws Committees of the Oregon State Bar Tax Section.

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.

Darcy Kooiker

Darcy has more than 25 years of experience, including three years as a Revenue Auditor III at the Washington State Department of Revenue. Currently a Principal at Ryan, LLC, Darcy specializes in consulting on Washington state and local taxes and multi-jurisdictional transaction taxes for clients in the manufacturing and distribution, technology, construction, transportation, and services industries. As an Adjunct Professor at Gonzaga University, she taught State and Local Tax Concepts in the Master of Accounting Program. She has appeared as a speaker for the Associated General Contractors of Washington, Construction Finance Managers Association, Hospitality Finance and Technical Professionals, Lorman Education Services, Washington State Department of Revenue, and the Washington Society of Certified Public Accountants. She co-chairs the Seattle Local Luncheon Group of the Institute for Professionals in Taxation. She is past-chair and a current member of both the State Tax Subcommittee of the Taxation Committee and the Washington Tax Conference for the Washington State Society of Certified Public Accountants, and currently serves on the Washington State Department of Revenue’s Business Advisory Council.

Deanna Mack

Deanna Mack is the Legislative Liaison for the Department of Revenue for personal income tax, withholding and payroll taxes, corporate income and excise tax, tobacco and marijuana taxes, and other smaller tax programs such as state lodging and E911. She is a lifelong Oregon resident and has been with the state for more than 20 years, most of which in the Department of Revenue. She has worked in many areas of the department including the processing center, filing enforcement, audit, collections, appeals, and policy areas of the income tax programs. She can be reached at deanna.d.mack@oregon.gov or 503-947-2082. Rev. 11/2017

Tyler Wallace

Tyler is a graduate of Portland State University and has obtained his EA certification. He worked in public accounting for two years before going to work for the State of Oregon as a Tax Auditor. He has been with the City of Portland for three years and has a passion for efficient tax administration and for motivation people.