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Ninth AnnualOregon TaxInstituteCosponsored by the Oregon State Bar TaxationSection, in cooperation with the Washington State BarAssociation Taxation Law Section and WSBA-CLEThursday & Friday, June 4 & 5, 2009Multnomah Athletic Club1849 SW SalmonPortland, OregonOregon: 9.5 General CLE creditsWashington: 8.75 General CLE creditsQualifies for 10.5 hours of CPE credit
With the economy in turmoil, timelyand relevant information is crucial to taxpractitioners. The Ninth Annual Oregon TaxInstitute brings an outstanding faculty to Portlandto discuss topics that affect your clients and their taxplanning. This year’s institute features nationallyknown tax authorities and locally recognized expertsproviding the latest developments in:F Federal income taxF Transfer tax and the current economic climateF Charitable gifting and planningF Tax issues in bankruptcyF Real estate and pass-through entitiesF Oregon and Washington tax lawPlease join the Taxation Section in honoring the firstrecipient of the Oregon State Bar Taxation SectionAward of Merit to David C. Culpepper, ThedeCulpepper Moore Munro & Silliman LLP, Portland.Register before May 22, 2009 and save 20. Onlineregistration is available at www.osbarcle.org or callthe OSB CLE Service Center for personal assistance:(503) 431-6413 or toll-free in Oregon (800) 452-8260,ext. 413.
Ninth AnnualOregon Tax InstituteCosponsored by Oregon State Bar Taxation Section, in cooperation with theWashington State Bar Association Taxation Law Section and WSBA-CLE8:008:459:00Thursday, June 4, 2009Registration and Continental BreakfastInstitute WelcomeKatherine O. VanZanten, Chair—Oregon State Bar TaxationSection, Schwabe Williamson & Wyatt PC, PortlandCurrent Developments in Federal Income TaxationMartin J. McMahon, Jr., Stephen C. O’Connell Professor ofLaw, University of Florida, Fredric G. Levin College of Law,Gainesville, FL10:30 Break10:45 Transfer Tax Planning in Turbulent TimesLouis Nostro, Shutts & Bowen LLP, Miami, FLDonald R. Tescher, Tescher & Spallina PA, Boca Raton, FLNoon Lunch (Included with registration)1:453:303:45Presentation of the OSB Taxation Section Award of Meritto David C. Culpepper, Thede Culpepper Moore Munro &Silliman LLP, PortlandSophisticated Charitable Gifting and Planning: theFrozen T-CLAT and OthersLouis Nostro, Shutts & Bowen LLP, Miami, FLDonald R. Tescher, Tescher & Spallina PA, Boca Raton, FLBreakTax Issues for a Recession: Phantom Gains andCancelled Indebtedness Income with Distressed RealPropertyJeffrey M. Wong, Attorney at Law, Portland, OR5:00Adjourn/Hosted Reception8:309:00Friday, June 5, 2009Late Registration and Continental BreakfastRecent Developments Affecting Real Estate andPass-Through EntitiesStefan F. Tucker, Venable LLP, Washington, DC10:30 Break10:45 Oregon and Washington UpdatesGregg D. Barton, Perkins Coie, Seattle, WARobert T. Manicke, Stoel Rives LLP, Portland, OR12:15 Adjourn
Thursday, June 4, 2009—9 a.m.–5 p.m.Friday, June 5, 2009—9 a.m.–12:30 p.m.Oregon: 9.5 General CLE creditsWashington: 8.75 General CLE creditsQualifies for 10.5 hours of CPE creditMultnomah Athletic Club 1849 SW Salmon PortlandA generous thank you to our Thursday Reception sponsors:Garvey Schubert Barer, PortlandGreene & Markley PC, PortlandMiller Nash LLP, PortlandSchwabe Williamson & Wyatt PC, PortlandStoel Rives LLP, PortlandSussman Shank LLP, PortlandWillamette Management Associates, PortlandInstitute Planning CommitteeF Larry J. Brant, Garvey Schubert Barer, Portland, ORF Christopher S. Brown, Summit Law Group, Seattle, WAF John A. Clynch, Seattle, WAF David C. Culpepper, Thede Culpepper Moore Munro & Silliman LLP, Portland, ORF Amber Kikine Quintal, Ogden Murphy Wallace PLLC, Seattle, WAF Valerie H. Sasaki, Miller Nash LLP, Portland, OROSB CLE Seminars AttorneyF Karen Lee, klee@osbar.org, (503) 431-6382General InformationF Questions? Call 503-431-6413, or toll-free in Oregon at 1-800-452-8260,ext. 413. For information about upcoming seminars, please visit the CLECalendar at www.osbarcle.org.F Cancellations: Cancellations must be received in writing at least 48 hours priorto the start of the seminar to qualify for a refund. Requests are accepted viaphone, fax, or mail; please see “Four Ways to Register” for contact information.All cancellations are subject to a 20 cancellation fee.F Dietary Restrictions or Special Accommodations: Call 503-431-6351, ortoll-free in Oregon, 1-800-452-8260, ext. 351.
Ninth Annual Oregon Tax InstituteThursday & Friday, June 4 & 5, 2009NameBar #Firm NamePhoneFaxE-mailAddressCityStateZip CodeINSTITUTE REGISTRATION: 360 Early registration (received by 5/22/09). 380 Regular registration (received after 5/22/09). 050-year OSB members, Oregon judges and their lawyer staffplease call the OSB CLE Service Center at (503) 431-6413 ortoll-free in Oregon at (800) 452-8260, ext. 413, to register. Yes, I will attend lunch on Thursday Vegetarian Additional lunch tickets are available at 35 each:# of tickets 35. Course materials (please select one): 0 USB flash drive version (no extra charge) 0 Printed version (no extra charge) 40 Both USB flash drive and printed version. TOTAL REGISTRATION FEES (TAX09) (739). INSTITUTE PRODUCT ORDERS:Audio CDs will be available approximately 2 weeks after the live program. Pleasecall the OSB CLE Service Center at (503) 431-6413 or toll-free in Oregon at(800) 452-8260, ext. 413, to place your order.PAYMENT OPTIONS: Check Enclosed: Payable to Oregon State Bar Credit Card (VISA or MasterCard only)—All information below required when paying by credit card. —Credit Card NumberExpiration DateName on Credit Card (please print)Credit Card Billing AddressCityStateZip CodeAuthorized SignatureFOUR WAYS TO REGISTER:Registrations will not be processed without payment.1. ONLINE at www.osbarcle.org.2. PHONE: 503-431-6413, or toll-free in Oregon at 1-800-452-8260, ext. 4133. FAX with VISA or MasterCard number: 503-968-44564. MAIL with check: Oregon State Bar, CLE Registration, PO Box 231935, Tigard, OR97281‑1935 2009 Oregon State BarUnauthorized taping of CLE programs is prohibited.
Section, in cooperation with the Washington State Bar Association Taxation Law Section and WSBA-CLE Thursday & Friday, June 4 & 5, 2009 Multnomah Athletic Club 1849 SW Salmon Portland, Oregon Oregon: 9.5 General CLE credits Washington: 8.75 General CLE credits Qualifies for 1
