Northwest Federal Tax Conference

This high-level program is designed specifically to address the educational needs of advanced level and experienced tax professionals. The program features top-rated and highly sought-after speakers from across the nation.

DAY ONE: Monday, November 5, 2018

7:55 – 8:00 a.m. Welcome & Opening Remarks

Ray Jordan, CPA Ray Jordan CPA, Portland OR 2018-19 Northwest Federal Tax Conference Chair

8:00 – 9:45 a.m. Washington D.C. Update

Arthur Auerbach, CPA Art Auerbach CPA Tax Consultant, Atlanta, GA

9:45 – 10:00 a.m. Refreshment Break

10:00 – 11:45 a.m. Navigating the Built In Gains Tax for C to S Conversions After the Tax Cuts and Jobs Act

Larry Brant, Attorney Garvey Schubert Barer, Portland, OR 1

11:45 a.m. – 1:15 p.m. Luncheon & Program Technology for Tax Practitioners

Ranica Arrowsmith Accounting Today, Congers, NY

1:15 – 1:30 p.m. Transition Break

1:30 – 3:15 p.m. Are Death and Taxes Really Certain? Confronting the Impact of Tax Reform on Estate Planning

Yoshimi Smith, Attorney Beller Smith Attorneys at Law, Boca Raton, FL

3:15 – 3:30 p.m. Refreshment Break

3:30 – 5:15 p.m. International Tax Planning for Small and Mid-Sized Businesses as a Result of the 2017 Act

Robert Misey, Attorney Reinhart Boerner Van Deuren SC, Milwaukee, WI

5:15 p.m. Closing Remarks & Conference Adjourns until Tuesday

Paul Mueller, CPA Schultz Group CPAs PC, Portland, OR 2018-19 Northwest Federal Tax Conference Vice Chair

DAY TWO: Tuesday, November 6, 2018

7:55 – 8:00 a.m. Welcome & Opening Remarks

Ray Jordan, CPA Ray Jordan CPA, Portland OR 2018-19 Northwest Federal Tax Conference Chair

8:00 – 9:40 a.m. 2018 Depreciation: Lightning Fast Depreciation Under the TCJA

Greg White, CPA Cutting Edge Tax Strategies LLC, Bellevue, WA

9:40 – 9:55 a.m. Refreshment Break

9:55 – 11:35 a.m. IRC Section 199A: Planning and Compliance

E. Lynn Nichols, CPA E. Lynn Nichols CPA, Vero Beach, FL

11:35 a.m. – 12:35 p.m. Luncheon

12:35 – 2:20 p.m. Tax Cuts and Jobs Act: What We Do and Don’t Know

Edward Zollars, CPA Thomas, Zollars & Lynch, Ltd., Phoenix, AZ

2:20 – 2:35 p.m. Refreshment Break

2:35 – 4:15 p.m. Federal Tax – 2018 Cases and Rulings

Gwendolyn Griffith, Attorney Tonkon Torp LLP, Portland, OR

4:15 p.m. Closing Remarks & Conference Adjourns

Paul Mueller, CPA Schultz Group CPAs PC, Portland, OR 2018-19 Northwest Federal Tax Conference Vice Chair

Basic Course Information

• This premier Northwest Federal Tax Conference™ features updates on important current federal tax issues as well as the recent tax developments that impact you and your clients.
• The Northwest Federal Tax Conference™ offers the opportunity for participants to hear from knowledgeable national speakers. 

• Washington DC Update
• Navigating the Built in Gains Tax for C to S Conversions After the Tax Cuts and Jobs Act
• Technology for Tax Practitioners
• Are Death and Taxes Really Certain? Confronting the Impact of the Tax Reform on Estate Planning
• International Tax Planning for Small and Mid-Sized Businesses as a Result of the 2017 Act
• 2018 Depreciation: Lightning Fast Depreciation Under the TCJA
• IRC Section 199A: Planning and Compliance
• Tax Cuts and Jobs Act Overview and Update
• Federal Tax - Recent Cases & Rulings