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Discover new tax developments at the state and local level. Important issues that impact you and your clients will be discussed!
To view conference agenda, click here.
CPE: 8 hours
CLE-OR: 7 hours
CFP: 8 hours
Businesses registering 6 or more receive a discount. Two livestream webcast viewing options available. Click here for more information and to select the appropriate order form:
- Volume Discount: Individual Viewing Access — Select this viewing option to register multiple individuals from your firm/business to view webcast individually from their own PC/laptop.
- Group Discount: Group Viewing Access — Provided circumstances surrounding COVID-19 allow for safe gatherings, participants view as a group in a firm/business conference/training room.
Conference is developed by the OSCPA State & Local Taxation Project Committee.
CPAs and professionals looking for the latest word on state and local taxation.
Provide an overview of recent regional developments in state and local taxes.
- Oregon New Law Update
Representatives from Oregon Department of Revenue
Representatives from several tax programs will provide an overview of the statutory and administrative rule changes resulting from the most recent legislative session. They will also provide information related to program changes to forms, administrative procedures, and other information beneficial to tax practitioners assisting taxpayers as they comply with Oregon tax laws.
- Oregon Corporate Activity Tax (CAT) Update
Scott Schiefelbien, Attorney, Deloitte LLP
Scott will lead an overview of the Oregon Corporate Activity Tax. This overview will include a review of the most recent material changes made during the 2021 legislative session and corresponding administrative changes made since that session.
- City of Portland / Multnomah County – Revenue Division Updates
Barbra Rice & Matthew Thorup, EA, LTC, City of Portland Revenue Division
This presentation will provide updates for the City of Portland Revenue Division. In this presentation, we will cover the Business License Tax, Multnomah County Business Income Tax and Preschool For All Personal Income Tax, The Arts Tax, the newly passed Metro Supportive Housing Services income taxes and other programs administered by the Revenue Division.
- Oregon Case Law Update
Gwen Griffith, Attorney, Tonkon Torp LLP
Gwen will provide an overview of recent tax developments from the IRS and the courts. Gwen will cover a wide range of federal income tax topics, including individual, corporate, partnership, estate & gift, and trust taxation.
- Washington Tax Update
Darcy Kooiker, CPA, Ernst & Young
This session will provide an update on Washington taxes focusing on issues which affect Oregon practitioners.
- California Tax Update
Tim Gustafson, JD, Eversheds-Sutherland
This session will cover key tax events that occurred in California during 2021, and how the projected budget surplus and upcoming election may affect the state's outlook heading into 2022. In addition, the presenter will identify recent significant tax legislation, regulatory, and controversy activity and developments of interest to non-California taxpayers. The presenter will highlight current hot-button issues at the state's various tax agencies as well.
- Portland Metro Taxes – A Business Perspective
Nikki Dobay, Eversheds-Sutherland
Portland and Multnomah County have long imposed local-level business income taxes, but over the past few years there has been a proliferation of new taxes on businesses and individuals that have created compliance challenges for local businesses. During this session, the new Portland, Metro and Multnomah County taxes that impact — either directly or indirectly —businesses operating in the Portland Metro area will be discussed along with the compliance obligations and challenges those obligations impose on businesses. In addition, the litigation that is currently pending related to the Metro Supportive Housing Services Tax will also be discussed.
More details coming soon!
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Questions: contact us at firstname.lastname@example.org or 503-641-2700 / 800-255-1470, ext. 3.
Did you know? The OSCPA member rate for CPE courses is extended to all OSCPA members and their employees who are not eligible for OSCPA membership. Members of other state CPA societies are also eligible for member rates.
After adding the course(s) to your cart, click “Apply Discounts” and select either “This person is an uncertified staff of an OSCPA member” or "This person is a member of another state CPA society."
If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email email@example.com.
Marcus Cridge is an Operations and Policy Analyst in Special Programs Administration. He joined the Department of Revenue in January of 2014 and was a Policy Analyst in Personal Income Tax until October 2020 when he moved to Special Programs. Prior to Revenue, Marcus gained over 20 years of regulatory interpretation and management experience, predominantly in the retail banking industry. After 24 years in Alaska, he moved to Oregon in 2001. Marcus graduated with a Bachelor’s degree in Economics and Political Science from Yale University.
Nikki Dobay is a nationally known state tax lawyer with significant experience and understanding of state tax policy. Prior to joining Eversheds Sutherland, Nikki spent five years as Senior Tax Counsel of the Council On State Taxation (COST). During her time with COST, Nikki worked with their membership of nearly 550 multistate corporations, where she advocated for COST’s mission: to preserve and promote equitable and nondiscriminatory state taxation of multi-jurisdictional entities. Nikki has worked on legislative, administrative and judicial advocacy efforts covering an array of state and local tax policy issues. Focusing on the Western states, she has testified before countless state legislatures and taxing agencies and has worked closely with policy makers on the significant state tax issues in those states, including the recently enacted Oregon Corporate Activity Tax. She regularly engages with statewide business and taxpayer associations, departments of revenue, as well as national tax administrator organizations, including the Multistate Tax Commission (MTC), the Federation of Tax Administrators (FTA), and the National Conference of State Legislatures (NCSL), on key SALT issues impacting multi-jurisdictional taxpayers.
Nikki also gained experience working in the national office of a Big Four accounting firm and at large corporate law firm in Oregon, where she assisted with clients with multistate tax issues and Oregon tax controversy matters, including proceedings in the Oregon Tax Court.
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.
Tim Gustafson counsels clients on all aspects of state and local tax controversy, including audits, administrative appeals and litigation. With a particular focus on California and other Western states, Tim is extensively experienced on issues and matters before the California Franchise Tax Board, the California Department of Tax and Fee Administration, the California State Board of Equalization, the California Office of Tax Appeals, the Oregon Tax Court, the Utah State Tax Commission, and other courts and administrative bodies. Tim routinely advises retailers and manufacturers, telecommunications companies, technology service providers, and financial institutions on income and franchise taxes, sales and use taxes, and key related issues including apportionment, nexus, business and nonbusiness income, penalties, deductions and credits.
Tim currently serves as Partner in Charge of the Eversheds Sutherland Sacramento office. His past experience includes serving as a Captain in the US Army Judge Advocate General’s Corps at the Netherlands Law Center for three years.
Darcy Kooiker has nearly 30 years of state and local tax experience, with an emphasis on sales and use tax issues. She began her career as an auditor with the Washington Department of Revenue, which inspired her passion for helping businesses navigate the intricacies of sales and use tax rules. She was appointed by the director of the Washington Department of Revenue to its Business Advisory Council and is a member of the Washington State Society of CPAs. She has also served as an adjunct professor at Gonzaga University, teaching a masters class in state and local tax concepts.
Jason Larimer attended University of Oregon and Oregon State University. Jason has worked at the Oregon Department of Revenue since 2011. Jason is a Tax Policy Analyst in the Corporation and Estates Section.
Maribel Luna graduated from Western Oregon University with a Bachelor’s degree in accounting. I have over 19 years of experience working at the Department of Revenue. During this time, I worked in the Personal Income Tax section as a Tax Auditor and Policy Analyst, in the Corporation section as a Senior Tax Auditor for the Estate and Trust tax programs, and presently working in the Corporate Activity Tax (CAT) section as a Policy Analyst.
Robert Oakes is an Operations and Policy Analyst 3 in the Personal Income Tax and Compliance Division at the Oregon Department of Revenue. Robert spent 20 years in California state government, primarily as a Legislative Director and Communications Director in the State Senate at the California Capitol. He graduated from Lewis & Clark College and attended the Graduate School of Journalism at the University of Oregon.
Daron Prara is an Oregon Department of Revenue tax policy analyst in the Personal Income Tax and Compliance Division. He has been with the department for over 17 years working out of the Medford and Salem field offices and now the Salem main building. He has been an auditor, senior auditor, and policy analyst in the personal income tax program and an analyst in the corporate activity tax program. Daron graduated from Oregon Institute of Technology with a Bachelor’s degree in business management and accounting.
Barbra Rice is the Personal Income Tax Section Manager in the City of Portland Revenue Division. During her career at the City, she has been involved with the collection and administration of the Multnomah County ITAX, the City of Portland Arts Tax and most recently Multnomah County’s Preschool for All and Mero’s Supportive Housing Services taxes.
Scott Schiefelbein, a Managing Director in Deloitte’s Washington National Tax practice, has practiced business and tax law for over 25 years. Scott has also led Deloitte’s Portland multistate tax practice since 2008. Scott serves as the firm’s Jurisdictional Technical Lead for all Alaska, Arizona, Idaho, New Mexico and Oregon tax questions. Scott also is a member of Deloitte’s multistate tax controversy practice and represents taxpayers in audits and also before the Oregon Tax Court – Magistrate Division.
Scott joined Deloitte in 2008 after spending eight years with Portland-area law firms where he practiced tax and business law. Scott represented clients in disputes with both the Internal Revenue Service and state tax agencies.
Scott is a frequent speaker at Deloitte-sponsored seminars and trainings as well as external speaking events in addition to writing articles for various tax publications. Scott also serves on the Oregon State Bar Laws Committee. Scott graduated from the Duke University School of Law and graduated with Honors and Highest Distinction from the University of North Carolina at Chapel Hill.
Matthew Thorup is the Audit Section Manager for the City of Portland's Revenue Division. He has been with the Revenue Division since 2018. Prior to joining the Revenue Division, he worked for the Oregon Department of Revenue in the Personal Tax and Corporate Tax programs as an auditor and policy analyst.
Matthew graduated from the Shidler College of Business at the University of Hawai'i at Manoa (2010).