11th Annual Oregon Tax Institute
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1 11th Annual Oregon Tax Institute Cosponsored by the Taxation Section Thursday & Friday, June 2 & 3, 2011 Multnomah Athletic Club 1849 SW Salmon Portland, Oregon Oregon: 13.5 General CLE credits Washington: 12 General CLE credits Eligible for CPE credits
2 Some familiar faces grace the 11th Annual Oregon Tax Institute. Professor Martin McMahon returns to provide a federal tax update, while Kevin Thomason covers partnership and TIC workouts. Stefan Tucker takes a look at estate planning for entrepreneurs, and Professor Sam Donaldson will provide insight into protecting your client s S corporation. New to the Tax Institute is Professor Ann Murphy, who will explain new Tax Court and federal evidence rules in the digital age, while local presenters will cover a range of topics, from nonprofits to the IRS and ODR collection process. The June 3 lunch presentation features the Honorable Jill Tanner and the Battle of the Bulge: 21 to 10. Register by May 20, 2011 and save $20. Online registration is available at For personal assistance, call the OSB CLE Service Center at (503) or toll-free in Oregon at (800) , ext The Multnomah Athletic Club is served by the MAX light rail line, or you may park for free in the MAC garage on a space-available basis.
3 11th Annual Oregon Tax Institute Thursday, June 2 8:00 Registration and Continental Breakfast 9:00 Recent Developments in Federal Taxation Professor Martin J. McMahon, Jr., University of Florida Levin College of Law, Gainesville, FL 10:30 Break 10:45 The Established Exempt Organization Toolkit William S. Manne, Miller Nash LLP, Portland 12:00 Lunch (Included with registration) 1:45 Covering Your Client s S (Corporation) Professor Samuel A. Donaldson, University of Washington School of Law, Seattle 3:15 Break 3:30 Codification of the Economic Substance Doctrine The Impact on Tax Practice Moderator: Neil D. Kimmelfield, Lane Powell PC, Portland Christopher K. Heuer, Stoel Rives LLP, Portland Peter L. Osborne, Schwabe Williamson & Wyatt PC, Portland 4:30 Creative Planning for LLC and Partnership 1031 Transactions, Including Avoiding Partnership Status David C. Culpepper, Thede Culpepper Moore Munro & Silliman LLP, Portland 5:15 Adjourn to Hosted Reception A generous thank you to our Thursday Reception sponsors: Davis Wright Tremaine LLP, Portland Garvey Schubert Barer, Portland Greene & Markley PC, Portland Lane Powell PC, Portland Miller Nash LLP, Portland Schwabe Williamson & Wyatt PC, Portland Stoel Rives LLP, Portland Sussman Shank LLP, Portland Thede Culpepper Moore Munro & Silliman LLP, Portland
4 Cosponsored by the Oregon State Bar Taxation Section Thursday, June 2, a.m. 5:15 p.m. Friday, June 3, a.m. 5:15 p.m. Oregon: 13.5 General CLE credits Washington: 12 General CLE credits Eligible for CPE credits Multnomah Athletic Club 1849 SW Salmon Portland Friday, June 3 8:30 Registration and Continental Breakfast 9:00 Estate Planning for the Entrepreneur Stefan F. Tucker, Venable LLP, Washington, DC 10:30 Break 10:45 The Power to Tax Is the Power to Destroy: Liens, Levies, and the IRS and ODR Collection Process Jeffrey M. Wong, Attorney at Law, Portland 12:00 Lunch and Presentation (Included with registration) Battle of the Bulge: 21 to 10 The Honorable Jill A. Tanner, Oregon Tax Court, Salem 1:45 Partnership and TIC Workouts: New Problems, New Solutions Todd D. Keator, Thompson & Knight LLP, Dallas Kevin Thomason, Zupancic Rathbone Thomason PC, Dallas 3:15 Break 3:30 Strategies for Upholding Entity Planning Against Recent IRS Attacks Patrick J. Green, Davis Wright Tremaine LLP, Portland 4:15 Protecting Yourself and Your Client in the Digital Age: New Tax Court Rules and Federal Evidence Rules for Our Changing World Professor Ann Murphy, Gonzaga University School of Law, Spokane 5:15 Adjourn Institute Planning Committee F Planning Co-chair: Kimberly Pray, University of Oregon School of Law, Portland F Planning Co-chair: Amy H. Zubko, Oregon State Legislature, Salem F David C. Culpepper, Thede Culpepper Moore Munro & Silliman LLP, Portland F Dan Eller, Schwabe Williamson & Wyatt PC, Portland F Rebecca Flanagan, Attorney at Law, Portland F Neil D. Kimmelfield, Lane Powell PC, Portland F Valerie Sasaki, Miller Nash LLP, Portland F Michael C. Wetzel, Fitzwater Meyer LLP, Portland OSB CLE Seminars Attorney F Karen Lee, klee@osbar.org, (503)
5 11th Annual Oregon Tax Institute Thursday & Friday, June 2 & 3, 2011 Name Bar # Firm Name Phone Fax Address City State Zip Code INSTITUTE REGISTRATION $425 Early registration (received by 5/20/11)...$ $445 Regular registration (received after 5/20/11)...$ $0 50-year OSB members, Oregon judges and their lawyer staff please call the OSB CLE Service Center at (503) or toll-free in Oregon at (800) , ext. 413, to register. Yes, I will attend lunch on Thursday, June 2 Vegetarian Yes, I will attend lunch on Friday, June 3 Vegetarian Course materials (please select one): $0 USB flash drive version $0 Printed version $40 Both USB flash drive and printed version...$ TOTAL REGISTRATION FEES (TAX11) (739)....$ INSTITUTE PRODUCT ORDERS WB Audio CDs and course materials will be available approximately two weeks after the live program. Please call the OSB CLE Service Center at (503) or toll-free in Oregon at (800) , ext. 413, to place your order. THREE WAYS TO REGISTER OR ORDER Registrations and orders will not be processed without payment. 1. ONLINE using VISA or MasterCard at 2. PHONE: (503) , or toll-free in Oregon at (800) , ext MAIL with check: Oregon State Bar, CLE Registration, P.O. Box , Tigard, OR General Information F Questions? Call the CLE Service Center at (503) or toll-free in Oregon at (800) , ext For information about upcoming seminars, please visit the CLE Calendar at F Cancellations: Cancellation requests must be received at least 72 hours prior to the date of the seminar to qualify for a refund. Refunds are subject to a $25 cancellation fee. To cancel, please call the OSB CLE Service Center at (503) or toll-free in Oregon at (800) , ext F Dietary Restrictions or Special Accommodations: Please call (503) or tollfree in Oregon at (800) , ext. 351, at least 72 hours before the date of the seminar Oregon State Bar Unauthorized taping of CLE programs is prohibited.
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