Portland Luncheon Series

The Section holds a monthly lunch and CLE at the Red Star Tavern in Portland. To suggest new topics or potential presenters or to register, please contact John Magliana.

February 16, 2012

Exit Planning For Business Owners

Presenter: Michael P. Roy, CLU, CHFC, LLIF

March 22, 2012

News from the IRS Groups

Presenters: (Tentative) IRS Personnel From Collections, Audit, Criminal and Offer in Compromise

April 19, 2012

Using IRA and 401(k) Plan Rollovers to Start Businesses

Presenter: David Roth, Heltzel, Williams, Yandell, Roth, Smith & Petersen

May 17, 2012

Hot Tax Topics

Presenters: Carrie Sowders and Mark Birge, AKT LLP

July 19, 2012

Retirement Plan Designations for Estate Planning Purposes

Presenter: Ron Shellan, Miller Nash LLP

September 20, 2012

Oregon Legislative Update

Presenter: Robert Manicke, Stoel Rives LLP

October 18, 2012

Oregon Tax Court Update

Presenter: Honorable Henry Breithaupt, Oregon Tax Court

November 15, 2012

Estate Tax Update

Presenter: Josh Husbands, Holland & Knight LLP

December 27, 2012

Washington DC Tax Update

Presenter: Mark Prater, U.S. Senate Committee on Finance