|Full time Accounting Educator:||None|
Discover new tax developments at the state and local level. Important issues that impact you and your clients will be discussed!
To view conference agenda, click here.
英雄联盟比赛下注的网: 8 hours
CLE-OR: 7 hours
CFP: 8 hours
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Conference is developed by the 英雄联盟s10外围 State & Local Taxation Project Committee.
- Oregon New Law Update
Representatives from Oregon Department of Revenue
Representatives from several tax programs will provide an overview of the statutory and administrative rule changes resulting from the most recent legislative session. 他们还将提供与程序更改表单相关的信息, administrative procedures, and other information beneficial to tax practitioners assisting taxpayers as they comply with Oregon tax laws.
- Oregon Corporate Activity Tax (CAT) Update
Scott Schiefelbien, Attorney, Deloitte LLP
Scott will lead an overview of the Oregon Corporate Activity Tax. This overview will include a review of the most recent material changes made during the 2021 legislative session and corresponding administrative changes made since that session.
- City of Portland / Multnomah County – Revenue Division Updates
Barbra Rice & Matthew Thorup, EA, LTC, City of Portland Revenue Division
本报告将提供波特兰市税收部门的最新情况. In this presentation, we will cover the Business License Tax, Multnomah县企业所得税和学前所有个人所得税, The Arts Tax, the newly passed Metro Supportive Housing Services income taxes and other programs administered by the Revenue Division.
- Oregon Case Law Update
Gwen Griffith, Attorney, Tonkon Torp LLP
格温将从国税局和法院的角度概述最近的税收发展. Gwen will cover a wide range of federal income tax topics, including individual, corporate, partnership, estate & gift, and trust taxation.
- Washington Tax Update
Darcy Kooiker, CPA, Ernst & Young
This session will provide an update on Washington taxes focusing on issues which affect Oregon practitioners.
- California Tax Update
Tim Gustafson, JD, Eversheds-Sutherland
本次会议将讨论2021年加州发生的关键税收事件, and how the projected budget surplus and upcoming election may affect the state's outlook heading into 2022. In addition, the presenter will identify recent significant tax legislation, regulatory, 以及对非加州纳税人利益有争议的活动和发展. 主持人还将重点介绍该州各税务机构当前的热点问题.
- Portland Metro Taxes – A Business Perspective
Nikki Dobay, Eversheds-Sutherland
波特兰和马尔特诺玛县长期以来一直征收地方一级的企业所得税, but over the past few years there has been a proliferation of new taxes on businesses and individuals that have created compliance challenges for local businesses. During this session, the new Portland, Metro and Multnomah County taxes that impact — either directly or indirectly —businesses operating in the Portland Metro area will be discussed along with the compliance obligations and challenges those obligations impose on businesses. In addition, the litigation that is currently pending related to the Metro Supportive Housing Services Tax will also be discussed.
More details coming soon!
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马库斯·克里奇(Marcus Cridge)是特别项目管理局的业务和政策分析师. He joined the Department of Revenue in January of 2014 and was a Policy Analyst in Personal Income Tax until October 2020 when he moved to Special Programs. Prior to Revenue, Marcus拥有超过20年的法规解读和管理经验, predominantly in the retail banking industry. After 24 years in Alaska, he moved to Oregon in 2001. 马库斯毕业于耶鲁大学，获得经济学和政治学学士学位.
Nikki Dobay is a nationally known state tax lawyer with significant experience and understanding of state tax policy. Prior to joining Eversheds Sutherland, 尼基在国家税务委员会(COST)担任了五年的高级税务顾问。. During her time with COST, 妮基和他们合作过的成员有近550家跨国公司, where she advocated for COST’s mission: to preserve and promote equitable and nondiscriminatory state taxation of multi-jurisdictional entities. Nikki has worked on legislative, 行政和司法宣传工作，涵盖一系列州和地方税收政策问题. Focusing on the Western states, she has testified before countless state legislatures and taxing agencies and has worked closely with policy makers on the significant state tax issues in those states, including the recently enacted Oregon Corporate Activity Tax. 她经常与全州范围内的企业和纳税人协会打交道, departments of revenue, as well as national tax administrator organizations, including the Multistate Tax Commission (MTC), the Federation of Tax Administrators (FTA), and the National Conference of State Legislatures (NCSL), on key SALT issues impacting multi-jurisdictional taxpayers.
Nikki also gained experience working in the national office of a Big Four accounting firm and at large corporate law firm in Oregon, 在那里她帮助客户解决多个州的税收问题和俄勒冈州的税收争议问题, including proceedings in the Oregon Tax Court.
格温多林·格里菲斯是波特兰Tonkon Torp律师事务所的合伙人, Oregon, 她是税务和员工福利实务小组的实务组长. Gwen’s tax practice is wide ranging, including corporate, partnership and international tax matters, 以及复杂的信托和遗产的所得税和转让税问题. She began her law career at the Dallas, Texas law firm of Akin Gump, and then spent many years teaching law school at Willamette University College of Law before re-entering private practice. 她自2008年以来一直在Tonkon Torp工作，并于2012年被认定为最佳税法律师. She is the author of several books on taxation and received the 2017 Multnomah County Bar Association Pro Bono Award of Merit for her work with a state wide pro bono project called The CLiF Project.
格温的丈夫佩顿·Lieuallen是一名退休的学校管理人员，他们有两个孙子. 佩顿和格温喜欢满足他们的西部高地白梗的奇思妙想, Bentley, 并对他们在蒙茅斯的100年老房子进行无休止的改造.
蒂姆·古斯塔夫森(Tim Gustafson)就州和地方税收争议的各个方面为客户提供咨询, including audits, administrative appeals and litigation. With a particular focus on California and other Western states, 蒂姆在加州特许经营税局的问题和事务上有着丰富的经验, the California Department of Tax and Fee Administration, the California State Board of Equalization, the California Office of Tax Appeals, the Oregon Tax Court, the Utah State Tax Commission, and other courts and administrative bodies. Tim routinely advises retailers and manufacturers, telecommunications companies, technology service providers, and financial institutions on income and franchise taxes, sales and use taxes, and key related issues including apportionment, nexus, business and nonbusiness income, penalties, deductions and credits.
蒂姆目前担任安永实萨瑟兰萨克拉门托办事处的合伙人. His past experience includes serving as a Captain in the US Army Judge Advocate General’s Corps at the Netherlands Law Center for three years.
Darcy Kooiker has nearly 30 years of state and local tax experience, with an emphasis on sales and use tax issues. 她的职业生涯始于在华盛顿税务局担任审计员, 是什么激发了她帮助企业处理复杂的销售和使用税收规则的热情. She was appointed by the director of the Washington Department of Revenue to its Business Advisory Council and is a member of the Washington State Society of CPAs. She has also served as an adjunct professor at Gonzaga University, teaching a masters class in state and local tax concepts.
Jason Larimer毕业于俄勒冈大学和俄勒冈州立大学. Jason has worked at the Oregon Department of Revenue since 2011. Jason is a Tax Policy Analyst in the Corporation and Estates Section.
Maribel Luna毕业于西俄勒冈大学，获得会计学士学位. 我在税务局有超过19年的工作经验. During this time, 我在个人所得税部门做过税务审计员和政策分析师, 在公司部门担任遗产和信托税收项目的高级税务审计员, 目前在企业活动税(CAT)部门担任政策分析师.
Robert Oakes is an Operations and Policy Analyst 3 in the Personal Income Tax and Compliance Division at the Oregon Department of Revenue. Robert spent 20 years in California state government, primarily as a Legislative Director and Communications Director in the State Senate at the California Capitol. He graduated from Lewis & 克拉克学院，并在俄勒冈大学新闻研究生院学习.
Daron Prara is an Oregon Department of Revenue tax policy analyst in the Personal Income Tax and Compliance Division. He has been with the department for over 17 years working out of the Medford and Salem field offices and now the Salem main building. He has been an auditor, senior auditor, 个人所得税项目的政策分析师和企业活动税收项目的分析师. Daron graduated from Oregon Institute of Technology with a Bachelor’s degree in business management and accounting.
芭芭拉·赖斯是波特兰市税收部门的个人所得税部门经理. During her career at the City, 她一直参与Multnomah县ITAX的收集和管理, the City of Portland Arts Tax and most recently Multnomah County’s Preschool for All and Mero’s Supportive Housing Services taxes.
Scott Schiefelbein, a Managing Director in Deloitte’s Washington National Tax practice, has practiced business and tax law for over 25 years. 自2008年以来，斯科特还负责德勤在波特兰的多州税务业务. 斯科特是公司在阿拉斯加州的司法技术主管, Arizona, Idaho, New Mexico and Oregon tax questions. Scott also is a member of Deloitte’s multistate tax controversy practice and represents taxpayers in audits and also before the Oregon Tax Court – Magistrate Division.
Scott joined Deloitte in 2008 after spending eight years with Portland-area law firms where he practiced tax and business law. 斯科特在与美国国税局(Internal Revenue Service)和州税务机构的纠纷中都代表客户.
Scott is a frequent speaker at Deloitte-sponsored seminars and trainings as well as external speaking events in addition to writing articles for various tax publications. Scott also serves on the Oregon State Bar Laws Committee. Scott graduated from the Duke University School of Law and graduated with Honors and Highest Distinction from the University of North Carolina at Chapel Hill.
马修·索鲁普(Matthew Thorup)是波特兰市税收部门的审计科经理. He has been with the Revenue Division since 2018. Prior to joining the Revenue Division, he worked for the Oregon Department of Revenue in the Personal Tax and Corporate Tax programs as an auditor and policy analyst.