After a quarter of a century of presentations by outstanding tax experts, the Oregon Tax Institute continues that tradition with this year’s curriculum. Paul Lee again brings his expertise and dynamic speaking style to Oregon, this time to discuss qualified small business stock (QSBS) exclusions. Professor Bruce McGovern returns with the latest federal tax developments. Special purpose trusts as a business succession planning technique will be examined, as well as key changes to Required Minimum Distributions (RMD) under the SECURE 2.0 Act. How to resolve state and federal tax collection issues continues to be a popular topic. Receive an overview of the Portland Revenue Division Appeals Board, along with practice tips. Transfer pricing controversies are increasing, so learn how to defend audits. A session on U.S. tariffs will bring you up to date on their current state.

Thursday’s hosted bar and heavy appetizer reception is an engaging way to conclude the day and connect with your tax colleagues in a relaxed environment.

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Dietary Restrictions or Accessibility Accommodations: Please call (503) 431-6375 or toll-free at (800) 452-8260, ext. 375, at least 72 hours before the date of the seminar.

Please note that it may take up to 30 days after you complete this seminar for it to appear on your online MCLE Compliance Report at www.osbar.org.