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Construction Industry Conference – Portland

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Sheraton Portland Airport Hotel

8235 NE Airport Way
Portland, OR 97220

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8.0 Credits

Member Price $310.00

Non-Member Price $385.00

Overview

Learn about the latest challenges and solutions faced by the construction industry and the CPAs who work with them!

Highlights

  • Tax Update for 2024
  • Economic Update
  • Transactional Taxes - CAT Updates & More!
  • Employment Law, Benefits & Paid Leave Oregon
  • Construction Legislation Updates
  • Practical Use of AI in Construction Accounting

Designed For

CPAs, CFOs, controllers, attorneys, surety underwriters and producers, contractors, construction industry suppliers and interested in the financial aspects of the construction industry. This conference is perfect for those of you wishing to update your knowledge and skills.

Objectives

Provide an overview of current issues and developments impacting the private industry arena as well as the construction industry, in general.

May 10, 2024

General Session

8:00am - 8:05am Welcome & Opening Remarks

This session is available to registrants only.

General Session

8:05am - 9:05am Transactional Taxes – CAT Updates & More!

Daniel Lapour, Partner, Moss Adams LLP

Daniel Lapour

Daniel Lapour has provided state and local and federal tax services to public and privately held companies since 2005. He focuses his practice on state and local income, franchise, sales/use and gross receipts tax consulting and compliance projects. Dan has assisted clients with large multistate nexus studies, apportionment reviews, voluntary disclosure agreements, and tax planning and structuring. He has also overseen large corporate tax return compliance engagements involving both preparation and detail review.

Prior to joining Moss Adams, Dan was a multistate tax manager in the Portland, Oregon office of a Big Four accounting firm and has also worked as a law clerk and as a business analyst for a large public corporation.

(4/6/21)

Colin Quill, State and Local Tax Manager, Moss Adams LLP

Colin Quill

Colin Quill has practiced public accounting since 2013. After graduating from Willamette University College of Law, he earned an LL.M. in Taxation from the University of Washington. Colin has experience in a wide range of state and local issues, including income/franchise taxes, gross receipts taxes, indirect taxes, property tax and unclaimed property. He also regularly consults on federal and state tax incentives across a number of different industries. He assists multistate businesses with nexus and taxability analyses, apportionment reviews, tax planning and structuring, voluntary disclosure agreements, letter rulings, refund claims, and appeals.

(4/28/21)

This session is available to registrants only.

General Session

9:05am - 10:35am Tax Update for 2024

James Lundy Jr, CPA, Marcum LLP

James Lundy Jr

Jim Lundy Jr., is a partner in the Tax & Business Services division and a member of Marcum’s national Construction Industry Practice group. With more than 30 years of experience in both public and private practice, Mr. Lundy is one of the most respected tax consultants in the construction industry. He works regularly with more than 350 construction entities to provide a wide range of tax services. Services include performing tax physicals to provide a full overview of a construction company’s tax compliance and planning opportunities, establishing continuity and succession plans for contractors, dealing with federal and state authorities regarding tax issues important to contractors and leading in the timely completion of tax reporting required for the construction industry.

Mr. Lundy is an accomplished speaker and the author of many articles published on construction tax-related issues. The Tennessee Society of CPAs has honored him as Speaker of the Year more than 10 times; the Alabama Society of CPAs has presented him with their Thomas A. Ratcliff Outstanding Discussion Leader Award; and he has been the highest-rated speaker at both the American Institute of CPAs’ National Construction Industry Conference and the AICPA National Tax Conference.

He is often sought out to provide in-house training to other CPA firms and organizations interested in obtaining the most up-to-date and practical applications of the tax rules and regulations pertaining to the construction industry. He has also testified before the Tennessee Tax Commission regarding the taxation of multi-state contractors.

Mr. Lundy is a past chair of the TSCPA Construction Committee and is former chairman of the AICPA National Construction Committee. He helped direct the very successful initial statewide construction conference and has been active in other committees, including the Continuing Education Committee, the Accounting Careers Committee, the Tennessee Road Builders Investment Committee and the Board of Directors of the Middle Tennessee Associated Builders and Contractors.

(3/4/21)

This session is available to registrants only.

General Session

10:35am - 10:50am Break

This session is available to registrants only.

General Session

10:50am - 12:05pm Economic Update

Steve Scranton, Chief Investment Officer & Economist, Washington Trust Bank

Steve Scranton

Steve Scranton is the Chief Investment Officer & Economist for Washington Trust Bank and holds a Chartered Financial Analyst designation with over 35 years of investment and economic experience.

As Washington Trust Bank’s Chief Investment Officer, Steve is responsible for management of the Portfolio Management Group and actively participates on committees within the bank to help design strategies and policies related to investments. As the economist for Washington Trust Bank, Steve participates in public speaking engagements, as well as authoring multiple communications, to keep clients and the public informed of economic and investment market conditions. Throughout the Pacific Northwest, Steve is a well-known speaker on the economic conditions and the world financial markets.

(11/11/20)

This session is available to registrants only.

General Session

12:05pm - 1:05pm Lunch Break

This session is available to registrants only.

General Session

1:05pm - 2:05pm Employment Law, Benefits & Paid Leave in Oregon

Christine Zinter, Schwabe Williamson & Wyatt PC

Christine Zinter

Christine Zinter, a self-described “Benefits Geek,” has been actively engaged in ?the world of employee benefits since 1992 when she started her career taking what ?was supposed to be a temp job at an insurance broker’s office. Since then, she has ?worked for national insurers, a regional bank, a Big 5 consulting firm, then ran her own ?successful health and welfare consulting firm, assisting business clients ranging in size ?from mom-and-pop to national corporations and several public entities. Realizing that ?her clients needed regulatory compliance advice rather than insurance quotes, she ?returned to law school in 2012.? After graduating cum laude in 2015, Christine worked as a compliance attorney ?and operations director for an national pharmacy benefit management company, but ?the desire to get back into a role where she could advise and consult directly with ?business clients soon brought her home to the Pacific Northwest where she has been ?actively working as an ERISA & Employee Benefits attorney with a side of Employment ?law and a dabbling in Labor law.? When she is not being a Benefits Geek, Christine enjoys travel, competitive ?game nights, and snuggling with her goofy German Shepherds and way-too-many cats.?

This session is available to registrants only.

General Session

2:05pm - 3:05pm Construction Legislation Updates

Linda Degman, Miller Nash LLP

Linda Degman

Linda Degman brings extensive practical, industry experience in construction, government contracting, design, and land use. Before joining Miller Nash, Linda was with Portland Community College for nearly 20 years, including serving as the bond program director and the director of planning & capital construction, where she oversaw improvements, planning, construction, and real estate acquisition for the college. Linda was responsible for college-wide planning and development, which included leading the college’s affordable housing strategy and negotiations. Her work has been centered on enhancing equity and building diversity in the construction workforce.

This session is available to registrants only.

General Session

3:05pm - 3:20pm Break

This session is available to registrants only.

General Session

3:20pm - 4:20pm Practical Use of AI in Construction Accounting

John Higgins, CPA Crossings LLC

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)

This session is available to registrants only.

General Session

4:20pm - 4:25pm Closing Remarks & Conference Adjourns

This session is available to registrants only.

Non-Member Price $385.00

Member Price $310.00