The Portland Tax Forum announces the return of our tax topic programs. This year we offer eight stimulating lectures from nationally recognized speakers, all conducted online. CPE, CLE, and CFP CE credit is still available and all programs can be transferred to others in your firm.

SEPTEMBER 24, 2020
The Road Between Subchapter C and Subchapter S
Larry J. Brant

Larry Brant, Principal at Foster Garvey PC, focuses on assisting public and private companies, partnerships, and high-net-worth individuals with tax planning and advice, tax controversy, and business transactions. He regularly advises clients in entity selection and formation, structuring mergers and acquisitions, joint ventures and other business transactions.

OCTOBER 29, 2020
Partnership Equity
Bahar A. Schippel

Bahar Schippel specializes in tax planning for mergers and acquisitions, joint ventures and real estate transactions, drafting LLC and partnership agreements, tax planning in connection with fund formation and operations, structuring tax-efficient debt workouts, designing service provider equity compensation for LLCs and partnerships and representing taxpayers before the Internal Revenue Service.

NOVEMBER 12, 2020
1031 Transactions
Max Hansen & Jim Miller

DECEMBER 3, 2020
Deferred Compensation in M&A Transactions
Larry Goldberg

JANUARY 14, 2021
Reliance on IRS Guidance
Stephanie Hunter McMahon

Professor Stephanie McMahon teaches courses in tax law and legal history, and her research often combines her interest in these areas. Professor McMahon’s scholarship focuses on the historical relationship between taxation and the public’s perception of taxation and, from that relationship, discovers lessons for improving today’s law. 

APRIL 22, 2021
IRS Appeals
Sheri A. Dillon

Sheri Dillon, Partner at Morgan Lewis, focuses on federal tax controversy matters, guiding clients through IRS examinations and appeals, the administrative claims process, and litigation. Sheri also counsels clients on a variety of business and tax-planning matters that involve acquisitions, dispositions, combinations, and debt restructuring and reorganizations, with a special focus on partnership transactions and closely held businesses.

MAY 27, 2021
Partnership Audits
Megan L. Brackney

Megan Brackney, Partner at Kostelanetz & Fink LLP, has a distinguished track record of delivering exceptional results for clients facing complicated and difficult tax issues. An expert in the interplay between civil and criminal tax controversies, Ms. Brackney develops innovative strategies to resolve compliance concerns, civil audits, and criminal investigations.

JUNE 17, 2021
Business Succession Planning
Jerome M. Hesch, Esq.