A Closer Look: Oregon's Pass-Through Entity Elective Tax (PTE-E) (2 hours - morning) - NEW! - Webcast

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Aug 11, 2022

Registration: 7:30 AM / Program: 8:00 AM - 10:30 AM Pacific Time

Fees

Member Fee: $49.00
Nonmember Fee: $69.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

Join experienced local practitioners for a deep dive into the new Oregon Pass-Through Entity Elective Tax ("PTE-E"), a business alternative income tax workaround to the Federal SALT deduction limitation. This will include background on the new program and how to prepare for the tax for 2022. The course will include an overview of the PTE-E program, what we currently know and what information is still forthcoming from the Oregon Department of Revenue, and how the PTE-E will interact with similar laws in other states. We will also include a survey of programs currently available in other states throughout the country, with a focus on what Oregon practitioners and businesses should know. Practitioners will offer their perspectives on planning for the PTE-E and other SALT workaround programs, how this practically applies to client situations, and insight into planning opportunities and pitfalls.

Note: This course offers 2 hours of Technical CPE credit followed by 30 minutes of Q&A.

Two Discount Options Available – Individuals & Businesses: (one discount option per registrant and/or business)

  1. Individuals – Bundle Option: Click here to purchase the Oregon State & Local Tax Bundle and save $20!
  2. 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.

Designed For

CPAs and professionals involved in tax preparation and planning for pass-through entities and their owners in Oregon.

Objectives

Enables participants to develop a deeper understanding of the new Oregon PTE-E program and implement it for clients in 2022 and beyond.

Major Subjects

  • Deep dive into the mechanics of the Oregon PTE-E program.
  • Details on how the new program will work, what we know, and what we don't yet know.
  • In-depth review of eligibility for the PTE-E program and related entity structure planning.
  • Survey of and discussion of interaction with other SALT workaround taxes in other states.
  • Planning opportunities, pitfalls, and strategies.
  • And much more!

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

Adam R. K. Abplanalp

Adam

Adam Abplanalp has been a Certified Public Accountant since 2010, and since 2015 has served as founder and Managing Principal of Cobalt, P.C., a real estate-focused CPA firm located in Portland. Adam's practice focuses on providing world-class tax, accounting, and advisory services real estate owners, investors, managers, brokers, and developers, and Adam is also a licensed real estate Principal Broker (Oregon) and Managing Broker (Washington). Adam has been an OSCPA member since 2010.

(5/6/22)

Kim Lohr

Kim

Kim Lohr, is a tax principal at Delap. Kim specializes in providing state and local taxation advisory and compliance services to her clients. 

With more than 26 years of experience in state and local tax, she serves a diverse client base in a variety of industries, including manufacturing, financial institutions, transportation, and services to name a few. Kim focuses on multi-state income and franchise tax matters such as nexus, state tax base modifications, apportionment of income, business/non-business income, unitary taxation, gross receipt taxes, allocation of partnership items, state filing options, audit defense and voluntary disclosures.

In addition to recommending strategies to minimize clients' state and local tax liabilities, Kim consults on all aspects of state income tax, including participating in mergers and acquisition transactions, due diligence reviews, representation on state tax controversy matters, and assisting companies with state tax compliance and state tax accrual reviews.

Prior to joining Delap, Kim was a managing director at BDO USA LLP's state and local tax practice in Seattle. She has also worked for several multi-national companies, including several Fortune 500 companies, a small and mid-sized accounting firm, and a state tax authority. Kim has a B.A. in Accounting from the University of Washington.

Outside the office, Kim enjoys spending time with her family and traveling, especially to the Disney parks.

(6/13/22)

Harriet Strothers

Harriet

Harriet Strothers has nearly 40 years of experience in providing state and local tax advisory and compliance services to large multi-state and multinational companies. With extensive experience managing tax compliance and audits for all areas of state taxation as well as IRS LMSB "Large Case" audits, Harriet also performs state and local due diligence related to mergers and acquisitions.

Harriet spent almost half of her career in industry with The Ryland Group, a Fortune 500 home builder and mortgage lender that operates in 28 states. Upon her return to public accounting in 2007, Harriet observed that there was a need for business leaders to better understand how State and Local Taxes affected their financial decision making. Rather than developing an industry-specific concentration, Harriet focused on state tax minimization through planning and remediation strategies for taxpayers who operate in multiple states. These strategies include multi-state income/franchise tax refund engagements and reverse sales/use tax audits, as well as state voluntary disclosures to mitigate past tax liability. Harriet's experience in industry included extensive audit defense. She has leveraged that experience into numerous successful audit strategies that she regularly employs when defending clients under audit by taxing authorities.

A frequent presenter on multi-state tax issues, Harriet has managed many large multi-state income/franchise tax refund engagements and reverse sales/use tax audits. She has managed and delivered numerous voluntary disclosure services and audit defense services in almost every state. Harriet has substantial experience advising clients on product sales/use taxability for different types of transactions and on nexus-related issues in 50 states.

After a two-year stint at Schnitzer Steel, Harriet worked with Moss Adams for six years before joining the team at Delap in 2014.

(3/3/21)