Northwest Federal Tax Conference (2 days) - Webcast

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Oct 24, 2022 - Oct 25, 2022 Pacific Time

Registration: 7:30 AM / Program: 8:00 AM - 4:30 PM Pacific Time

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

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.

To receive discounts, call OSCPA to register at 503-641-7200 / 800-255-1470, ext. 3, or email profdev@orcpa.org.

CLE-OR Credit: 13.5
IRS CE-T (Tax Matters): 16

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.

A special thanks to the members of the Northwest Federal Tax Conference Project Committee for developing the 2022 Northwest Federal Tax Conference:

Daniel R. Pittenger - Chair, Judith E. Killian, Gayle E. Kovacs, Michael R. Miller, Paul T. Mueller, and Robert O. Nelson.

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

  • Partnership Update for 2022
    Ed Zollars, CPA, Thomas, Zollars & Lynch, Ltd.
    This session will look at key issues facing partnerships with an emphasis on developments in recent years, including the flood of state passthrough entity taxes, the partnership audit regime and how the first few years have gone, tax basis capital account reporting requirements and more.
  • Tax Implications of Cryptocurrency
    John Higgins, CPA, CITP, CPA Crossings, LLC
    This session will provide a review of the fundamentals of cryptocurrency as a digital asset and the tax implications of participating in the ecosystem. It will also help practitioners better understand how to provide clients with cryptocurrency tax services.
  • The Intersection of Code Sections 1031 and 1400Z
    Larry Brant, B.S., J.D., LL.M (Taxation), Foster Garvey PC
    This session will examine the tax deferral opportunities under Code Sections 1400Z and 1031, the key differences between these Code provisions and recent developments impacting these deferral provisions.
  • Federal Tax Update - Individuals
    Gregory White, CPA, State of the Art Tax, LLC
    This update will cover important cases, administrative releases and legislation for individuals including the Inflation Reduction Act of 2022.
  • Federal Tax Update - Businesses
    Gregory White, CPA, State of the Art Tax, LLC
    This update will cover important cases, administrative releases and legislation for businesses including the Inflation Reduction Act of 2022.
  • Federal Case Law Update
    Arthur Auerbach, CPA, CGMA
    This update will cover key cases and rulings regarding various aspects of Federal taxation, focusing on the issues relevant to practitioners.
  • Hot Topics in Estate Planning
    Eric Wieland, Attorney, J.D.
    Walker Clark, Attorney, J.D.
    This session will cover hot topics in estate planning to include any changes in the federal law that impact estate planning in Oregon.
  • Tax Controversies
    Valerie Sasaki, Attorney LLM (Taxation)
    Jessica McConnell, Attorney, J.D.
    This section will review important instances of Tax Controversies.


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 profdev@orcpa.org.


Leaders

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 Brant is a Shareholder at Foster Garvey PC in Portland, Oregon. He focuses his practice on assisting public and private companies, partnerships, and high-net-worth individuals with tax planning and advice, tax controversy, and business transactions. Larry regularly advises clients in entity selection and formation, structuring mergers and acquisitions, joint ventures and other business transactions.

Larry represents a number of professional services clients in accounting, law, healthcare, behavioral health, dentistry, engineering and architecture. Additionally, he represents a large array of clients straddling several industries, including farming and agriculture, logistics, manufacturing, high tech, recycling, construction, real estate, and maritime.

Larry is a past Chair of the Oregon State Bar Taxation Section. He was the long-term Chair of the Oregon Tax Institute and is currently a member of the Board of Directors of the Portland Tax Forum. Larry is an Expert Contributor to Thomson Reuters Checkpoint Catalyst. He is a Fellow in the American College of Tax Counsel.

Larry publishes articles on numerous income tax issues, including Taxation of S Corporations, Reasonable Compensation, Circular 230, Worker Classification, § 1031 Exchanges, Choice of Entity, Entity Tax Classification, and State and Local Taxation. In addition, he regularly speaks at national, regional and local tax institutes, including the NYU Tax Institute, the Florida Tax Institute, the NYU Tax Conferences in July, the Portland Tax Forum, the OSCPA Annual State and Local Tax Conference, the OSCPA Annual Real Estate Conference, the OSCPA Annual Forest Products Conference, the IRS Tax Practitioners Forum, the Northwest Federal Tax Conference and the Oregon Tax Institute.

Larry was the 2015 Recipient of the Oregon State Bar Tax Section Award of Merit, recognizing him for professionalism, reputation, leadership, and service to the tax community and the community at large.

He is the Editor and an author for Larry's Tax Law, a nationally recognized tax blog dedicated to providing technical support to tax and accounting professionals. Larry was named a "Top Author" for Tax by JD Supra in its Readers' Choice Awards, 2019-2021.

(11/11/21)

Walker Clark

Walker

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)

John Higgins

John

John serves as Chief Partnership Officer of CPA Crossings, LLC, a company he co-founded in 2001 to help accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services. John has been selected as a top 25 thought leader for the accounting profession by CPA Practice Advisor magazine from 2011 through 2022.
John has extensive knowledge and experience in presenting on a wide range of accounting industry related technology topics including blockchain, big data, data analytics, cloud computing and all things Office 365.  

(10/17/2022)

Jessica McConnell

Jessica McConnell is an attorney with Samuels Yoelin Kantor LLP. She submerges herself in the world of tax law. Her practice focuses on federal, state, and local tax controversies, including tax audits, offers in compromise, and tax collection matters. Since 2004, she has helped dozens of businesses and individuals efficiently resolve major tax and financial problems. Jessica has been admitted to the Oregon State Bar, the U.S. District Court – District of Oregon, as well as the U.S. Tax Court.

Well-versed in all areas of tax controversy, Jessica excels at complex audits, offers in compromise, employment tax liabilities, and protecting her clients against unwanted and unexpected collection efforts. She also handles a variety of bankruptcy cases, a majority of which involve tax dischargeability issues.

Jessica was recognized as a Rising Star in the area of tax law by Oregon Super Lawyers. The annual Rising Stars list identifies the best attorneys who are 40 or under, or who have been practicing for ten or fewer years. No more than 2.5 percent of attorneys in the state receive the honor.

A natural leader, Jessica works closely with the Oregon State Bar. Dedicated to the practice of law, and sharing her knowledge of the her field, Jessica plans and presents educational seminars, serves on legislative work-groups, and pens articles about developments in the law. She volunteers at the Bar's bankruptcy clinic, and provides legal assistance through other pro bono matters.

(9/10/20)

Valerie Sasaki

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.

(7/13/21)

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)

Eric Wieland

Eric

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.

(8/19/19)

Edward Zollars

Ed

Edward K. Zollars, CPA-AZ is a tax partner in the Phoenix, Arizona CPA firm of Thomas, Zollars & Lynch, Ltd. He has been practicing since 1982. Ed is also the primary author of updates on the Kaplan Financial Education Current Federal Tax Developments website and hosts a weekly tax update video and audio program.

(10/11/22)