Northwest Federal Tax Conference™ (2 days) - Webcast

Lavesh Chattlani

Lavesh Chattlani is President of Scalene AI Inc., where he helps accounting, finance and professional service teams put AI to practical, responsible use. He brings more than a decade of fintech leadership, including senior roles at Intuit QuickBooks and at Sage, where he was Senior Director of the Canadian Accountant Business Unit and worked with thousands of accountants and bookkeepers to modernize their practices. Today he teaches continuing professional education for accounting organizations across North America through K2 Enterprises, and has spoken at AICPA & CIMA ENGAGE, CPA Canada's The ONE National Conference, QuickBooks Connect and Accountex Canada. Trained as an Innovation Catalyst by Intuit founder Scott Cook, he brings human-centered design to AI adoption, guided by a simple philosophy: technology scales our capacity, but human judgment scales our impact.

(10/16/26)

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)

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)

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

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

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)

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)

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)

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)

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)

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)

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)