Lectures

Ethics in Tax Practice

A tax practitioner who practices before the IRS must conduct his or her own practice in accordance with professional rules and standards drawn from several different sources. Practice before the IRS is governed by regulations establishing standards of professional conduct for those who engage in practice before it. These regulations are commonly known as “Circular…

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Estate Planning Basics

Building an estate plan with a client is a rewarding but oftentimes complicated practice. From your first meeting with the client until the plan is completed, your skill set must be at its sharpest to ensure your client’s financial and personal interests are carried out without complication. This CLE is designed for attorneys who are…

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Fall Seminar

Here is some good news for Americans drowning in overwhelming tax liabilities: the IRS is offering more help to substantially reduce their balances. The IRS recently announced that it is expanding the Fresh Start program to include more favorable qualifications for its Offer in Compromise (OIC) program. This continuing legal education (CLE) explores these changes…

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Litigating in the U.S. Tax Court and Oregon Tax Court

This lecture provides the background of the Tax Court, including its jurisdiction, organization and powers, and examines the advantages and disadvantages of selecting the Tax Court over other judicial forums for contesting a tax deficiency. In addition, it identifies the form and contents of pleadings; discusses the special provisions applicable to small tax cases; and…

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Choice of Entity – Corporation/Partnership/LLC/Disregarded Entity – What Factors Should I Consider in Selection

This lecture provides a summary perspective on the various legal forms of business enterprises and their relative advantages and disadvantages. These forms primarily include a sole proprietorship, general partnership, limited partnership, C corporation, S corporation, limited liability company and trust. A comparison of the attributes of the various entities necessitates an examination of both (1)…

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Advanced Estate Planning Techniques and Post-Mortem Tax Planning

This speech is geared to financial advisors wishing to: (I) augment their knowledge about advance estate planning concepts resulting in the minimization of gift/estate taxes; and (ii) learning about strategies that may be employed after a client’s death to limit and/or defer income and estate taxes due. Topics covered include grantor retained annuity trusts, qualified personal residence trusts, charitable trusts,…

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Tax Planning for Trusts and Estates

Get Practical Strategies to Ease Your Clients’ Tax Burdens The recent EGTRRA upheaval of estate and gift tax has brought to the forefront many challenges attorneys face in planning for and reporting taxes connected with trusts and estates. Are you prepared to insulate your clients’ estate plans from regulatory storms and ensure smooth and secure…

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Ethics in Tax Practice

A tax practitioner who practices before the IRS must conduct his or her own practice in accordance with professional rules and standards drawn from several different sources. Practice before the IRS is governed by regulations establishing standards of professional conduct for those who engage in practice before it. These regulations are commonly known as “Circular…

View Lecture >

Estate Planning Basics

Building an estate plan with a client is a rewarding but oftentimes complicated practice. From your first meeting with the client until the plan is completed, your skill set must be at its sharpest to ensure your client’s financial and personal interests are carried out without complication. This CLE is designed for attorneys who are…

View Lecture >

Fall Seminar

Here is some good news for Americans drowning in overwhelming tax liabilities: the IRS is offering more help to substantially reduce their balances. The IRS recently announced that it is expanding the Fresh Start program to include more favorable qualifications for its Offer in Compromise (OIC) program. This continuing legal education (CLE) explores these changes…

View Lecture >

Litigating in the U.S. Tax Court and Oregon Tax Court

This lecture provides the background of the Tax Court, including its jurisdiction, organization and powers, and examines the advantages and disadvantages of selecting the Tax Court over other judicial forums for contesting a tax deficiency. In addition, it identifies the form and contents of pleadings; discusses the special provisions applicable to small tax cases; and…

View Lecture >

Choice of Entity – Corporation/Partnership/LLC/Disregarded Entity – What Factors Should I Consider in Selection

This lecture provides a summary perspective on the various legal forms of business enterprises and their relative advantages and disadvantages. These forms primarily include a sole proprietorship, general partnership, limited partnership, C corporation, S corporation, limited liability company and trust. A comparison of the attributes of the various entities necessitates an examination of both (1)…

View Lecture >

Advanced Estate Planning Techniques and Post-Mortem Tax Planning

This speech is geared to financial advisors wishing to: (I) augment their knowledge about advance estate planning concepts resulting in the minimization of gift/estate taxes; and (ii) learning about strategies that may be employed after a client’s death to limit and/or defer income and estate taxes due. Topics covered include grantor retained annuity trusts, qualified personal residence trusts, charitable trusts,…

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Practical Tips for Expert Witnesses: Deposition, Testimony, and Developing Effective Cross Examination of Opposing Expert

This speech is designed to aid legal and accounting professionals retained to testify as an expert witness and/or write expert witness reports. The focus of the speech will be on: (i) how to prepare for deposition; (ii) how to present effective testimony in trial; and (iii) providing assistance to litigation counsel in cross examination of…

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Cannabis Tax Update

Since the cannabis industry’s inception, IRS regulations have made it extremely challenging for cannabis businesses to realize after-tax profits. Money continues to flow into in the industry, but high effective tax rates often prevent owners and investors from seeing much of it. This presentation will discuss the daunting and amorphous body of federal tax law…

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Settling Individual and Business Tax Disputes

This lecture provides businesses and individuals with practical information that can be used to settle tax disputes with the IRS and Oregon Department of Revenue. Deductions can be maximized to the Taxpayer’s advantage and used to reach a favorable settlement. Date: Wednesday, September 11, 2019 Location:NALS of Portland, Oregon – Standard Insurance Building Time: 12 p.m. to…

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