CLE Seminars

 

Ethics and Digital Communications
May 26, 2020/10:00 AM
Audio Webcast

Lawyer use of technology, in both their professional and personal lives, is inescapable, and frequently those two worlds blend and give rise to substantial ethical issues.  Lawyer talk to, email, text and otherwise communicate with clients using smartphones and tablets.  Frequently these and laptops are connected to public or at best semi-secure networks, despite the fact they are used to carry sensitive and often confidential information.  The ease of technology obscures its complexity – a complexity lawyers are required, as duty of competence, to understand before they use it.  This program will provide you with a roadmap through the maze of ethical issues that occur when lawyers use technology in their lives and practices.

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Coronavirus and Business Insurance
Thursday, May 28, 2020/12:00 – 1:00 PM
Online (Meeting links provided the day before the event)

The coronavirus has triggered a global health and economic crisis that touches nearly every aspect of our lives and those of our clients, and it will implicate insurance at multiple junctures. Companies of all sizes will need guidance on the extent to which their policies may provide coverage for the devastating impact on their businesses caused by the presence of the virus and/or government-mandated shutdowns.

Gabriel Le Chevallier and Jason Gauss of Parsons Farnell & Grein LLP’s insurance recovery group will discuss the coverages and exclusions implicated by coronavirus-related losses under first-party property policies, which often provide business interruption coverage, and other potentially applicable policies. They will also discuss what policyholders can do to preserve their coverage claims and provide an update on the numerous lawsuits and nationwide class actions that have been filed against insurance companies, including plaintiffs’ attempts to consolidate those actions.

Registration:

Click here to register. (Note: Participants must register by 1:00pm on Wednesday, May 27, 2020.)

CLE Materials: Materials for this CLE will be provided the day before the event.

For registration or payment questions please contact the OSB CLE Service Center at (503) 431-6413.


Valuation of Closely Held Companies
May 29, 2020/10:00 AM
Audio Webcast

Virtually every transaction of a closely held company requires a valuation. The company may be selling itself or some of its assets; obtaining a loan or placing equity with new investor; or the valuation may be needed for trust and estate planning. But valuing a closely held company is much art as science because there is no regular and liquid market matching buyers and sellers. This can make valuation highly contentious as parties argue over add-backs, discounts and premiums, and how to “price” cash flow or earnings. And all the familiar calculations have been altered by recent tax law changes. This program will provide you a real-world guide to valuation methodologies, areas of common dispute, and drafting tips.

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Choice of Entity for Service Businesses
June 2, 2020/10:00 AM
Audio Webcast

Familiar tradeoffs in choice of entity for businesses selling goods are scrambled when it comes to service-based businesses. This is particularly true with regard to tax law and the relatively new deduction for certain types of income in pass-through businesses. Choice of entity for service businesses also differ in consideration of distributions and employment taxes, incentive compensation and vesting of restricted ownership interests, and the eventual sale, liquidation or accession of new owners.  This program will provide you with practical guide to choice of entity for service businesses with special emphasis on the new tax law.

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Ask the Tax Girl: 
What Lawyers Need to Know About Tax During the COVID Crisis
June 3, 2020/9:00–11:00 AM
Webinar

In response to the COVID crisis, Congress has made a number of changes to the tax laws that affect individuals and businesses. Needless to say, lawyers need to understand these changes to effectively advise clients; and even to manage our own affairs.

As a result, we are calling on the “Tax Girl”—Kelly Phillips Erb, a Senior Contributor at Forbes. In this timely webinar, Ms. Erb will answer some of the most common questions likely to be asked by clients. She will also take questions from the attendees.

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2020 Ethics in Litigation Update, Part 1
June 3, 2020/10:00 AM
Audio Webcast

This annual ethics update will cover a wide range of ethical developments important to your civil litigation practice.  The program will provide detailed coverage of developments in conflicts of interest in litigation, confidentiality and the attorney-client privilege, and ethics in defense and common interest agreements.  The program will provide a wide ranging discussion of the ethical issues that arise with the spread, use and development of technology in litigation.  Also, the panel will discuss ethical issues in discovery of digital files, records, and communications.  Please join for this annual program which will provide you with a lively discussion of ethical developments important to civil litigation practice.

Day 1:

  • Emerging issues in ethics and discovery
  • Working with and preparing witnesses – the limits of coaching
  • Recent developments in conflicts of interest, part 1

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2020 Ethics in Litigation Update, Part 2
June 4, 2020/10:00 AM
Audio Webcast

This annual ethics update will cover a wide range of ethical developments important to your civil litigation practice.  The program will provide detailed coverage of developments in conflicts of interest in litigation, confidentiality and the attorney-client privilege, and ethics in defense and common interest agreements.  The program will provide a wide ranging discussion of the ethical issues that arise with the spread, use and development of technology in litigation.  Also, the panel will discuss ethical issues in discovery of digital files, records, and communications.  Please join for this annual program which will provide you with a lively discussion of ethical developments important to civil litigation practice.

Day 2:

  • Annual technology review – the many ways in which technology can cause ethical traps for lawyers in litigation
  • Current developments in client confidentiality, the attorney-client privilege, and work product doctrine

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Oregon Sales Taxes?
The New Oregon and Portland Taxes on Gross Receipts
June 12, 2020/2:00–4:00 PM
Multnomah Bar Association CLE seminar
ZOOM Video Conference

Portland and Oregon will impose new gross receipts taxes: the Clean Energy Surcharge (CES) and the Corporate Activity Tax (CAT), respectively.

Join speakers Nikki Dobay, Senior Tax Counsel at Counsel On State Taxation (COST), Dan Eller, Shareholder at Schwabe Williamson & Wyatt, and Valerie Sasaki, Partner at Samuels Yoelin Kantor who will discuss how these taxes operate, some technical aspects such as tax rates, registration requirements, apportionment and exemptions, and whether Oregon is on its way to a state wide sales tax.  

Seminar participation is available by remote attendance only via Zoom, a live videoconferencing software. You do not need to have a Zoom account in order to access the seminar and may attend using your computer or telephone. Additional information will be provided to registrants.

A digital recording of the live webcast will be available following the seminar at a separate link.

For more information: Contact Samuel Grosz, Attorney at Law, at 503.676.3800. For registration questions, contact the MBA at 503.222.3275. 


Trusts & Estates
June 17, 2020/ 12:00 to 1:00 PM
Red Star Tavern; 503 S.W. Alder Street, Portland
Oregon State Bar Taxation Section CLE luncheon

Speaker: Ashley Sundar, Foster Garvey

Click here to register for this event.


Discharge of Taxes in Bankruptcy
Wednesday, August 5, 2020/12:00–1:00 PM
Red Star Tavern; 503 S.W. Alder Street, Portland
Oregon State Bar Taxation Section CLE luncheon

Speaker: Arnold Wuhrman, The Wuhrman Law Firm

Click here to register for this event.


Corporate Activity Tax
September 23, 2020/12:00 to 1:00 PM
Red Star Tavern; 503 S.W. Alder Street, Portland
Oregon State Bar Taxation Section CLE luncheon

Speaker: Dan Eller, Schwabe Williamson & Wyatt

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Department of Justice Update
October 14, 2020/12:00 to 1:00 PM
Red Star Tavern; 503 S.W. Alder Street, Portland
Oregon State Bar Taxation Section CLE luncheon

Presenter from the Oregon Department of Justice

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Oregon Legislative Update

November 4, 2020/ 12:00 to 1:00 PM
Red Star Tavern; 503 S.W. Alder Street, Portland
Oregon State Bar Taxation Section CLE luncheon

Presenters: OSB Tax Section Laws Committee

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Oregon Tax Court Update
November 18, 2020/12:00 to 1:00 PM
Red Star Tavern; 503 S.W. Alder Street, Portland
Oregon State Bar Taxation Section CLE luncheon

Presenters from Oregon Tax Court

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Federal Legislative Update
December 16, 2020/12:00 to 1:00 PM
Red Star Tavern; 503 S.W. Alder Street, Portland
Oregon State Bar Taxation Section CLE luncheon

Speaker: Mark Prater, PricewaterhouseCoopers

Click here to register for this event.