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Northwest Federal Tax Conference™ (2 days) - Webcast

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16.0 Credits

Member Price $599.00

Non-Member Price $699.00

Overview

Are you looking to stay at the forefront of the ever-evolving tax landscape? Look no further than the OSCPA Northwest Federal Tax Conference! Join us for an unparalleled opportunity to enhance your expertise, connect with industry leaders and gain valuable insights into the latest federal tax regulations and strategies. Our conference brings together top-notch speakers in an engaging networking setting, all dedicated to empowering you with the knowledge and tools needed to excel in today's complex tax environment.

CLE-OR Credit: Pending Approval
IRS CE: Pending Approval

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.

A special thank you to the members of the Northwest Federal Tax Conference™ Project Committee for developing the 2026 conference.

Highlights

  • Federal Tax Update with Greg White & George Koutelieris
  • Tax Controversy & IRS Enforcement
  • Federal & Northwest Economic Update
  • Cybersecurity: Facing AI Threats
  • Estate & Gift Tax Update
  • Artificial Intelligence
  • Primer and Updates on QSBS – What Has Changed and How to Access QSBS Benefits
  • Modernizing the §1031 Exchange

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.

November 9, 2026

General Session

- Welcome and Opening Remarks

This session is available to registrants only.

General Session

- Artificial Intelligence: Tools & Practical Use for Tax Practitioners

This session is available to registrants only.

General Session

- Break

This session is available to registrants only.

General Session

- Unreported Foreign Assets & Income: What to Do When a Client Comes Forward

Douglas Oas, M Squared Tax PLLC

Douglas Oas

Doug Oas has over 40 years of experience in taxation of expatriates and foreign nationals. He has lived and worked in Portland, Singapore, London, New York and now calls Bend, Oregon his home. Doug grew up in Seattle, graduated from the University of Oregon (B.S. Finance and M.B.A. Accounting) and is a licensed CPA in Oregon and New York. He enjoys skiing, kayaking, collecting wine and chasing his two younger grandsons around.

(7/21/25)

Moses Man, CEO, M Squared Tax PLLC

Moses Man

Moses Man, CPA-WA, is the CEO of M Squared Tax PLLC, a CPA firm specializing in international taxation. His practice focuses on US international tax planning and compliance for individuals and small businesses. He also assists CPA firms across the US with international tax issues, including international tax consultation and compliance review. Moses is a frequent speaker on international tax topics. Prior to M Squared Tax, Moses spent 11 years at national and regional accounting firms serving multinational companies, including startups, venture capital funds, and Fortune 500 companies. Moses earned his B.A. from Seattle University and his Master's in Taxation from the University of Washington.

(7/21/25)

This session is available to registrants only.

General Session

- Topic to be Announced

Douglas Oas, M Squared Tax PLLC

Douglas Oas

Doug Oas has over 40 years of experience in taxation of expatriates and foreign nationals. He has lived and worked in Portland, Singapore, London, New York and now calls Bend, Oregon his home. Doug grew up in Seattle, graduated from the University of Oregon (B.S. Finance and M.B.A. Accounting) and is a licensed CPA in Oregon and New York. He enjoys skiing, kayaking, collecting wine and chasing his two younger grandsons around.

(7/21/25)

Moses Man, CEO, M Squared Tax PLLC

Moses Man

Moses Man, CPA-WA, is the CEO of M Squared Tax PLLC, a CPA firm specializing in international taxation. His practice focuses on US international tax planning and compliance for individuals and small businesses. He also assists CPA firms across the US with international tax issues, including international tax consultation and compliance review. Moses is a frequent speaker on international tax topics. Prior to M Squared Tax, Moses spent 11 years at national and regional accounting firms serving multinational companies, including startups, venture capital funds, and Fortune 500 companies. Moses earned his B.A. from Seattle University and his Master's in Taxation from the University of Washington.

(7/21/25)

This session is available to registrants only.

General Session

- Lunch

This session is available to registrants only.

General Session

- Modernizing the §1031 Exchange: Using Delaware Statutory Trusts to Better Serve Clients

John Newhouse, Licensed Attorney, Wealth Management Advisory, Vineyard Asset Management, LLC

This session is available to registrants only.

General Session

- Break

This session is available to registrants only.

General Session

- Employment Law & Tax Update

Justin Hobson, Partner, Miller Nash LLP

Justin Hobson

Justin Hobson is a corporate, nonprofit, and tax attorney. He helps clients navigate complex transactions, possessing particular experience with merger and acquisition transactions. Justin also has experience with corporate and nonprofit matters, including exit planning, financing transactions, securities offerings, and corporate and nonprofit governance.

Justin regularly assists nonprofit entities on a variety of matters. He is well versed in nonprofit formations, obtaining and maintaining tax-exempt status, negotiating and drafting gift and grant agreements, and strategic transactions.

Justin understands international business transactions and multinational operations. He helps clients negotiate inbound procurement and supply agreements with vendors located outside of the U.S. Justin began his career at PricewaterhouseCoopers LLP where his practice primarily focused on international tax matters. His experience includes tax return compliance, tax controversy, as well as general tax advice and planning.

(3/23/26)

Heather Van Meter, Miller Nash LLP

Heather Van Meter

Heather Van Meter represents and advises private, public, and not-for-profit entities throughout the Pacific Northwest. She counsels employers on a full range of employment- and workplace-related issues, including employment handbook and policy development, compliance with complex state and federal leave laws, wage and hour issues, disability and religious accommodations, employment discrimination, harassment and retaliation claims, and employee discipline and termination. Heather also helps employers draft, negotiate, and enforce employment-related contracts, such as noncompete, nonsolicitation, and nondisclosure agreements, as well as employment and executive employee contracts. She regularly prepares employment-related and contractor agreements and advises on employee situations for regional, national, and international companies. As a former professor and teacher, Heather enjoys providing workplace trainings on a variety of topics to ensure legal compliance while fostering a culture of inclusion. Heather is a trusted advisor to both small and large employers, offering forward-looking guidance to help clients maintain healthy, efficient workplaces.
Heather is recognized by her peers as a leading trial attorney. Her litigation practice specifically includes employment-related litigation, while she also has extensive experience in general civil litigation, including mass torts, drug and medical device and products liability, construction defects, negligence, condemnation, insurance coverage, and multi-district litigation in state and federal courts in Oregon and Washington. Heather's background includes over eight years in the Oregon Department of Justice's Civil Litigation Section as a senior assistant attorney general and trial attorney. She has completed over 30 trials to verdict in state and federal courts.

(2/3/25)

Andrea Moore, J.D. LL.M. (Tax), Miller Nash LLP

Andrea Moore

Andrea Moore is an associate in the tax practice team at Miller Nash, where she provides strategic guidance to clients on a wide range of tax matters. Whether helping businesses navigate complex M&A transactions, affordable housing transactions, or developing tax strategies that align with long-term goals, Andrea is committed to delivering customized solutions that address each client's distinct needs. Andrea holds an LLM in Tax from Northwestern University and a JD from University of Oregon.

(03/23/2026)

This session is available to registrants only.

November 10, 2026

General Session

- Welcome and Opening Remarks

This session is available to registrants only.

General Session

- National Economic Update

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

Steve Scranton

Steve is the Chief Economist for Washington Trust Bank and holds a Chartered Financial Analyst designation with over 40 years of investment and economic experience. 

In Steve's role as the Chief Economist for Washington Trust Bank he participates in public speaking engagements, as well as authoring multiple communications, to keep clients and the public informed on economic conditions. Throughout Idaho, Oregon and Washington, Steve is a well-known speaker on economic conditions.

(2/18/26)

This session is available to registrants only.

General Session

- Primer and Updates on QSBS

Eric Kodesch, Attorney, Partner, Ballard Spahr | Lane Powell PC

Eric Kodesch

Eric Kodesch counsels clients on a wide array of federal income tax, and state and local tax issues in both transactional and litigation matters. Eric's tax practice includes general business planning, advising on qualified small business stock (QSBS) matters, assisting with allocation and distribution provisions of partnership agreements, equity compensation (restricted stock, restricted stock units, profits interests, etc.), structuring investments to obtain opportunity zone benefits, financial transactions, trust taxation, executive compensation, and choice of entity issues. Eric also assists clients with U.S. tax matters for cross-border transactions.

(4/16/26)

This session is available to registrants only.

General Session

- Break

This session is available to registrants only.

General Session

- Federal Tax Update

George Koutelieris, CPA, Cutting Edge Tax Strategies LLC

George Koutelieris

George J. Koutelieris, CPA, MS-Tax, is a shareholder in the firm Johnson & Shute P.S. and a Member of Cutting Edge Tax Strategies, LLC. He is also an Adjunct Professor at Golden Gate University teaching various tax courses.

George's practice includes planning and consulting on complex transactions including formations, liquidations, mergers and acquisitions, purchase and sales, multi-state and international tax for closely held businesses and their owners, with a concentration on the real estate industry.

George is a member of the American Institute of Certified Public Accountants and the Washington Society of Certified Public Accountants, where he is a former chair of the WSCPA's Taxation Committee. George is also an active speaker on various tax topics, having presented in the past for all the State Societies on the west coast.

(3/19/21)

Gregory White, CPA, Cutting Edge Tax Strategies LLC

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)

This session is available to registrants only.

General Session

- Lunch

This session is available to registrants only.

General Session

- Tax Controversy

Jessica McConnell, Attorney, Partner, Samuels Yoelin Kantor LLP

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)

This session is available to registrants only.

General Session

- Estate & Gift Tax Update

This session is available to registrants only.

General Session

- Break

This session is available to registrants only.

General Session

- Cybersecurity & AI Threats

Christian Perrier, Vice President of Technical Solutions, Fixed Fee IT

Christian Perrier

Christian Perrier specializes in helping people with their technology so that they can achieve success in their business. He has spent the last 15 years working with organizations to allow them to harness the power of new technology while defending themselves against cyber-attack. As the Vice President of Technical Solutions at Fixed Fee IT, Christian oversees the security posture, policies, and management of a SOC II Type II audited organization and has experience with SEC, FINRA, HIPAA, PCI, SOC, and NIST compliance standards. He has a passion for helping people and organizations navigate the ever-changing world of cybersecurity and implementing solutions to keep themselves protected.

(1/14/21)

This session is available to registrants only.

General Session

- Closing Remarks and Conference Adjourns

This session is available to registrants only.

Non-Member Price $699.00

Member Price $599.00