Portland Tax Forum
Six Program Package

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SEPTEMBER 19, 2019
Opportunity Zones
Adam M. Cohen


NOVEMBER 7, 2019
Pass Through and Individual Foreign Taxation
Mark C. Peltz


JANUARY 30, 2020
Section 199A
Jerald D. August


APRIL 23, 2020
Subchapter S Taxation
Larry J. Brant


MAY 21, 2020
Corporation Taxation
Tijana J. Dvornic


JUNE 11, 2020
State and Local Tax
Jaye A. Calhoun

AGENDA

7:00–7:30am        Continental Breakfast
7:30–7:45am        Short Program
7:45–9:00am        Featured Speaker

WHERE

Multnomah Athletic Club
1849 Southwest Salmon Street
Portland, OR 97205



Driving Directions

GOLD SPONSORS

SILVER SPONSORS

For information on Gold and Silver Sponsorships, click here or contact Joe Hagen (503) 227-2900.

The Portland Tax Forum announces the return of our tax topic programs. We invite you to attend our six tax forums and enjoy stimulating lectures from nationally recognized speakers. CPE, CLE, and CFP CE credit is available and all programs can be transferred to others in your firm.


Adam M. Cohen

SEPTEMBER 19, 2019
Opportunity Zones
Adam M. Cohen

Adam Cohen provides strategic advice to clients about the tax aspects of structuring the formation, acquisition, disposition, operation, and liquidation of businesses, with a principal focus on fund formation.

He is a vital member of fund formation, corporate, merger and acquisition, master limited partnership, and real estate deal teams at Holland & Hart, working closely with other lawyers in the firm to achieve clients’ transactional goals.

Adam counsels a number of funds focused on investing in various sectors of the economy, including hedge funds, venture capital funds, oil and gas funds, and real estate funds. He has published a number of papers on the emerging area of “qualified opportunity funds.”

Adam has sophisticated expertise counseling clients on renewable energy and low-income housing tax credit projects and he is a sought-after, industry-leading speaker on the topics of opportunity zones, renewable energy tax incentives, and partnerships.

Adam is a quarterly columnist for the Journal of Passthrough Entities and he co-chairs the firm’s MLP and Multifamily and Affordable Housing Development practices.


Mark C. Peltz

NOVEMBER 7, 2019
Pass Through and Individual Foreign Taxation
Mark C. Peltz

Mark Peltz has more than 35 years of experience delivering domestic and international tax planning services to corporations and high-net-worth individuals. At his firm Mazars, he represents clients before the Internal Revenue Service, the state and city of New York, and foreign taxing authorities. He negotiates foreign concession agreements, reviews foreign tax credit calculations, participates in cross border financing and bilateral transfer pricing agreements, and litigated and settled a major territorial tax issue in Hong Kong. Mark’s expertise extends to corporate bankruptcy issues, and he played an integral role in a major corporate Chapter 11 filing, assisting in tax restructuring and pursuing recoverable tax benefits for the company. Mark graduated from Brooklyn College of the City University of New York. He received a Juris Doctor degree and a Master of Laws degree in Taxation from New York University School of Law.


Jerry August

JANUARY 30, 2020
Section 199A
Jerald D. August

Jerry August, chair of Fox Rothschild’s International Taxation and Wealth Planning Practice Group, is a nationally recognized tax lawyer who advises clients on income tax matters, including foreign taxation of U.S. businesses and U.S. taxation of foreign businesses and investors. He is frequently referred matters from outside law and accounting firms on choice of entity issues related to domestic or foreign business operations, structuring as well as assisting in the negotiation of mergers and acquisitions, both taxable and non-taxable, joint ventures, financings, workouts and recapitalizations. He has advised domestic and foreign public and private business entities, including private equity firms and hedge funds. Jerry also advises clients on tax and related matters as well as on tax disclosures required for SEC filings, IPOs and reserves for contingent tax liabilities. His legal representation extends to the domestic and international wealth planning areas, where he represents high net worth individuals, including non-residents, as well as non-citizen residents of the U.S., on both U.S. and foreign income and wealth tax matters.


Larry Brant

APRIL 23, 2020
Subchapter S Taxation
Larry J. Brant

Larry Brant, Principal at Garvey Schubert Barer, focuses on tax planning and advice, tax controversy and business transactions. He regularly advises clients in structuring mergers and acquisitions, joint ventures and other business transactions.

Larry is a past Chair of the Oregon State Bar Taxation Section.  He was the long term Chair of the Oregon Tax Institute and is currently a member of the Board of Directors of the Portland Tax Forum.  Larry is an Expert Contributor to Thomson Reuters Checkpoint Catalyst.  He is a Fellow in the American College of Tax Counsel.

Larry publishes articles on numerous income tax issues, including Taxation of S Corporations, Reasonable Compensation, Circular 230, Worker Classification,  1031 Exchanges, Choice of Entity, Entity Tax Classification, and State and Local Taxation.  In addition, he regularly speaks at national, regional and local tax institutes, including the NYU Tax Institute, the Florida Tax Institute, the Portland Tax Forum and the Oregon Tax Institute.

Larry was the 2015 Recipient of the Oregon State Bar Tax Section Award of Merit, recognizing him for professionalism, reputation, leadership, and service to the tax community and the community at large.


Tijana Dvornic

MAY 21, 2020
Corporation Taxation
Tijana J. Dvornic

Tijana Dvornic is a Partner in Wachtell, Lipton, Rosen & Katz’s Tax Department.

Ms. Dvornic focuses on tax aspects of U.S. and cross-border mergers and acquisitions, spin-offs and other dispositions, leveraged buy-outs, joint ventures and financing transactions. Law360 has recognized Tijana as one of the country’s five top tax lawyers under 40.

Ms. Dvornic received a B.B.A. with highest distinction from the University of Michigan. Ms. Dvornic completed a J.D. magna cum laude from Harvard Law School, where she was the articles editor for the Harvard Civil Rights-Civil Liberties Law Review. Following law school, she was a law clerk to the Honorable Judge Priscilla R. Owen in the United States Court of Appeals for the Fifth Circuit. Ms. Dvornic received an LL.M. in taxation from New York University School of Law in 2016 and was awarded the David H. Moses Memorial Prize.

Ms. Dvornic is a member of the Executive Committee of the Tax Section of the New York State Bar Association and a member of the Tax Section of the American Bar Association.


Jaye Calhoun

JUNE 11, 2020
State and Local Tax
Jaye A. Calhoun

Jaye has been listed for a decade as one of the Best Lawyers in America (2007-2019), and in Louisiana Super Lawyers (2007-2019). She is AV-rated preeminent by Martindale-Hubble. She has been recognized by New Orleans City Business as a 2005 Woman of the Year and selected as a 2014 recipient of the Leadership in Law award. Jaye was also recognized by New Orleans Magazine as a Top Lawyer in 2012 and 2016 as a Top Woman Attorney by Louisiana Super Lawyers. She was elected as a Fellow of the American College of Tax Counsel (ACTC) in 2017 and she was accepted into the Fellows of the American Bar Foundation (ABF) in 2019.

Jaye is an Adjunct Professor of Law at Tulane University Law School, Loyola University New Orleans College of Law and Northeastern University D’Amore-McKim School of Business in Boston (online program). She is also a guest lecturer at Georgetown University Law Center in Washington D.C.

To learn more about Portland Tax Forum, and to register for individual events, please visit www.pdxtaxforum.org