Portland Luncheon Series

The Section holds a monthly lunch and CLE in Portland at the Red Star Tavern, 503 SW Alder Street, Portland. The cost to attend the luncheon is $32, and reservations or cancellations should be made at least 7 days before the luncheon. 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

Retirement Plan Designations for Estate Planning Purposes

Presenter: Ron Shellan, Miller Nash LLP

April 19, 2012

News from the IRS Groups

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

May 17, 2012

Hot Tax Topics

Presenters: Carrie Sowders and Mark Birge, AKT LLP

July 19, 2012

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

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

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