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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.
CLE (OR) Credit: 13 hrs
CLE (WA) Credit: Pending Approval
IRS CE-T (Tax Matters): 14 hours
IRS CE-U (Tax Update): 2 hours
Businesses registering 6 or more receive a discount. Check out the group livestream pricing here! To ensure the health and safety of attendees and to follow the local and federal guidelines during the Coronavirus pandemic, group registration process is below:
- Email us at email@example.com to provide your participant list (names & emails)
- Webcast confirmation emails will be sent direct to each participant
- OSCPA will provide the group contact with an invoice
Conference is developed by the OSCPA Northwest Federal Tax Conference Project Committee.
- 163(j) Business Interest Expense Limit, Complete with Aggregation Rules: Keeping Financing from Being Even More Expensive
Brad Burnett, JD, LLM (Taxation), Bradley Burnett Tax Seminars LTD
Borrowing to finance a business is expensive enough to begin with. Losing the tax deduction for business interest expense (BIE) opens a new wound and pours salt into it. If new §163(j) applies to limit the BIE deduction, interest expense stacks up like checkers on a bad checkerboard. If it stacks up on you, then maybe, just maybe, you can deduct it later, or perhaps it will sit there and just rot.
- Centralized Partnership IRS Audit Rules: Every Partnership and LLC Must Make a Stand and Other Freight Train Stories
Brad Burnett, JD, LLM (Taxation), Bradley Burnett Tax Seminars LTD
Effective in 2018 (coming like a freight train), the TEFRA partnership audit rules were axed and a whole new regime kicked in. Under these rules, partnerships (and LLCs) will became strange new beasts taxed as an entity in many respects. Escape routes are available, but not for all. Advance planning is a must to avoid train wrecks of catastrophic proportion. Participants will be made to understand how to advise partnerships to posture, sidestep, and mitigate the harsh new effect of IRS dramatically broadened audit powers.
- Offers in Compromise and Collection Alternatives
Dan Eller, Attorney, MSFA, JD, LLM (Taxation) & Alee Soleimanpour, JD, LLM (Taxation), Schwabe Williamson & Wyatt PCC
In general, the IRS has 10 years to collect outstanding tax liabilities from taxpayers. Since the IRS has a limited amount of time to collect such liabilities, the IRS may aggressively seek to collect such debts by obtaining future refunds to apply against the past-due debt, filing a Notice of Federal Tax Lien, and even seizing a taxpayer’s assets. Once in collections, however, all hope is not lost as a taxpayer has several options in case the taxpayer cannot pay their tax debt in full, or if paying it all will create a financial hardship for them. Those options include working with the IRS to establish an offer in compromise, placing the taxpayer’s account in currently not collectible status, or entering into an installment agreement. This presentation will review those options and provide guidance on how to reach an agreement with the IRS where the taxpayer agrees to pay less than full amount of the delinquent account in full satisfaction of the amount.
- Section 199A, Other TCJA Developments, and Federal Taxability of PPP Loan Forgiveness
Greg L. White, CPA, Cutting Edge Tax Strategies
This session will provide an overview on new regulations including Section 199A qualified business income deduction (QBID), definition of personal property (under section 1031 like-kind exchanges), as well as meals and entertainment deductions.
- 2020 Federal Tax Law Update
Kate Roth, Attorney, JD, LLM (Taxation), Tonkon Torp LLP
This session focuses on changes in 2020 to federal tax laws. It will include a review of: judicial opinions from the US Tax Court and Federal Circuits; a broad array of legislative changes; and updates from Treasury and the Internal Revenue Service.
- Qualified Opportunity Funds - Formation, Operation, and Exit Planning
Jonathan R. McGuire, CPA, Aldrich CPAs + Advisors LLP
We will be reviewing the basic rules regarding fund setup, operations of the fund, as well as exit planning considerations. The compliance around fund formation and operation is complex, so it is important to understand the requirements and pitfalls to avoid impacting the fund's investor group. Knowing what exit strategies exist and avoiding certain pitfalls around 'early exits' is paramount to avoiding inclusion events of previously deferred income.
- Estate Planning & Estate Tax
Art J. Werner, JD, MS, Werner-Rocca Seminars LTD
Details coming soon!
- Top Tax and Estate Planning Strategies Today (COVID, Chaos, & the Election)
Paul S. Lee, JD, LLM (Taxation), Northern Trust Company
TCJA, COVID-19, and the election have and will change everything we know as planners. This presentation will discuss straightforward and innovative planning opportunities for families (and their businesses) that best take advantage of both the “expiring” and “permanent” provisions of the tax law, with an eye toward anticipated changes to the future planning landscape.
If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email firstname.lastname@example.org.
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.
Dan Eller assists clients with tax and business law issues in both transactions and controversies. His transactional practice emphasizes choice of entity and formation, mergers and acquisitions, real property development, foreign bank account and asset reporting, and tax-exempt entity formation, qualification and operation. On the controversy side, Dan has handled a wide variety of tax collection and controversy matters, both federally and at the state level in Oregon and Washington. He has litigated cases before both the United States Tax Court and the Oregon Tax Court, where he formerly clerked for the Hon. Henry C. Breithaupt.
Since the enactment of Oregon’s Corporate Activity Tax (“CAT”) in 2019, Dan has been at the forefront of the implementation of this new tax. Dan is a frequent speaker on the CAT. Additionally, with Alee Soleimanpour Dan has co-authored a number of articles on CAT developments, both from the Oregon Department of Revenue and the Oregon Legislature.
Dan is an adjunct professor at Lewis and Clark Law School and an adjunct instructor in the School of Business Administration at Portland State University.
Paul S. Lee is the Chief Tax Strategist of The Northern Trust Company, within the Global Family & Private Investment Offices Group and Wealth Management division of Northern Trust. He is also a Senior Vice President and Managing Director of the company. Prior to joining Northern Trust, he was at Bernstein Global Wealth Management as National Managing Director, and a partner in the Atlanta-based law firm of Smith, Gambrell & Russell, LLP.
Paul is a Fellow of the American College of Trusts and Estate Counsel, has been inducted into the NAEPC Estate Planning Hall of Fame®, and designated an Accredited Estate Planner® (Distinguished). He was the American Bar Association Advisor to the Uniform Law Commission Uniform Fiduciary Income and Principal Act. Paul is a member of the American Bar Association, Florida Bar, and State Bar of Georgia.
Paul received a B.A., cum laude, in English and a B.A. in chemistry from Cornell University, and a J.D., with honors, from Emory University School of Law, where he was notes and comments editor of the Emory Law Journal; he also received an LL.M. in taxation from Emory University. Paul was the recipient of the Georgia Federal Tax Conference Award for Outstanding Tax Student and the Ernst & Young Award for Tax and Accounting.
A frequent lecturer and panelist on investment planning, tax and estate planning, Paul has spoken at the Heckerling Institute on Estate Planning, ACTEC National Meeting, Southern Federal Tax Institute, USC Institute on Federal Taxation, Southern California Tax & Estate Planning Forum, Notre Dame Tax and Estate Planning Institute, AICPA National Tax Conference, and the AICPA Advanced Estate Planning Conference. His articles have been published by The ACTEC Law Journal, Tax Notes Federal, Tax Notes International, BNA Tax Management Estates, Gifts & Trusts Journal, BNA Tax Management Memorandum, Estate Planning Journal, Trusts & Estates, Estate Planning & Community Property Law Journal, The Practical Tax Lawyer, Major Tax Planning, and the Emory Law Journal. Paul co-authored the law review article, “Retaining, Sustaining and Obtaining Basis,” which was awarded Outstanding Law Review Article in 2016 by the Texas Bar Foundation.
He is a member of the Advisory Committee of the Heckerling Institute on Estate Planning, Bloomberg BNA Estates, Gifts and Trusts Advisory Board, and the University of Florida Tax Institute Advisory Board.
Jonathan McGuire has over eight years of experience providing strategic tax planning and compliance expertise to private middle-market clients. He has a deep focus as a real estate accountant, working with investors, developers, property managers, and other professional service providers in real estate. He works with a wide range of property types ranging from single and multi-family residential to commercial properties. Jonathan specializes in repair regulations and the effects they have on those who own real estate. He also helps clients defer capital gains taxes using qualified opportunity zones and qualified opportunity funds.
Jonathan graduated with a master’s in taxation from the University of Denver. He has a bachelor’s degree in accounting and business management from Corban University in Salem, Oregon. Jonathan is also an adjunct professor Corban University’s business school.
Kate Roth is an associate in Tonkon Torp’s Tax and Executive Compensation & Employee Benefits practice groups. She joins the firm from the United States Tax Court where she gained unique insight into taxation matters working as a judicial law clerk for the Honorable Kathleen Kerrigan. While there, she conducted research on federal taxation matters and drafted memoranda and opinions regarding tax-related disputes and issues.
Prior to the U.S. Tax Court, Kate worked at Grant Thornton, LLP as a Mergers & Acquisitions tax associate where she uncovered and presented tax exposure and opportunities related to domestic and foreign acquisition targets. She also served as a law clerk for the Oregon Department of Justice, Civil Enforcement Division. Prior to her legal career, Kate was the owner and operator of a construction and design firm, where she managed construction projects, drafted building plans, and performed bookkeeping services for general contractor clients.
Kate earned her Taxation LL.M. from Georgetown University Law Center, graduating with Distinction and Dean’s List honors. She earned her J.D. from University of Oregon School of Law where she was Managing Editor of the Oregon Law Review, and Managing Director of the Moot Court Board. She received her B.S., cum laude, from Oregon State University.
A native Oregonian, Kate loves taking part in the region’s outdoor culture, through hiking, camping, snowboarding, and golfing; she recently discovered the excitement and peacefulness of fly fishing. She also enjoys learning about the Oregon wine industry and discovering innovative wines from throughout the state
Alee Soleimanpour helps clients navigate complicated tax issues on the federal, state, and local level. Alee finds that the most complicated legal problems are often best resolved with a combination of understanding his client’s unique needs and his strategic tax planning experience.
Prior to joining Schwabe, Williamson, and Wyatt, Alee served as a law clerk on the United States Tax Court in Washington, DC, for the Honorable Carolyn P. Chiechi and Joseph W. Nega. While in law school, Alee worked as a law clerk for the United States Attorney’s Office in the Eastern District of Washington, where he prosecuted federal governmental regulatory offenses in the magistrate court as well as drafted pleadings and memorandum for assistant U.S. attorneys related to civil and criminal matters, including bank fraud and other white collar cases.
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.