The Section hosts a one-day CLE every other year on a wide array of tax topics for new tax lawyers and non-tax practitioners at the OSB Center. Please encourage the new tax lawyers and non-tax practitioners in your firm to attend this CLE.
2023 Program: Taxes affect everyone—but not everyone knows tax law. Tailored for attorneys without a tax background, this program provides a wealth of information to help spot common tax issues before they become tax problems. A federal tax update will highlight Biden administration tax proposals and tax issues coming out of the pandemic. Learn what every lawyer needs to know about state and local tax. Receive property tax tips, and gain an understanding of the tax aspects of operating agreements. Find out about the pitfalls of employment taxes and explore IRS and Oregon Department of Revenue collections alternatives. Explore IRS and Oregon Department of Revenue collection alternatives, tax considerations during the sale of a business, and the tax consequences of remote work in the COVID-19 era and beyond.
Join the ABA Tax Section at the Fall Virtual Meeting on October 16-20 to learn from the country’s leading tax attorneys and government officials, discussing the latest federal, state, and local tax policies, and more.
Any lawyer or non-lawyer may nominate an OSB attorney member for the Award of Merit. Nominations must be in writing and should give at least a brief description of the nominee’s qualification for the award. All nominations must be submitted to the Chair of the Executive Committee no later than August 31, 2023. Email your nominations to:
Catherine M. Schulist: [email protected]
The Executive Committee of the OSB Taxation Section recognizes and honors those who exemplify professionalism in the practice of tax law in the State of Oregon with the Award of Merit.
Any current or former member of the OSB is eligible to receive the OSB Taxation Section Award of Merit as described in the award standards and guidelines. The Award is granted to the candidate whom the Executive Committee believes to best personify the Oregon State Bar’s Statement of Professionalism, and best serves as a role model for other lawyers. Factors considered include reputation, conduct, leadership activities and service within the bar or the community in general, and pro bono service. The candidate’s accomplishments must fall within the tax field.
This announcement is from the ABA Taxation Section:
Register Today for the Next Virtual Settlement Week!
After a successful second Virtual Settlement Week in March 2023, the Tax Section and the IRS will partner again to host a third joint Virtual Settlement Week July 19-21, 2023 . Volunteer attorneys will be matched with unrepresented taxpayers to meet and discuss settlement with the IRS Chief Counsel’s Office attorney assigned to the case.
Select a two-hour shift during the days of July 19-21 at your convenience.
Volunteers do not need to commit to taking on representation of the taxpayer beyond this volunteer event.
Experience with pro bono matters is not required. Those who are new to this work will be paired with a more experienced pro bono attorney whenever possible.
Experienced pro bono attorneys: help train those new to pro bono representation and expand your own impact!
The deadline to sign up for the third Virtual Settlement Week is June 30, 2023 at 11:59 pm ET.
Please register below or contact Meg Newman, Counsel for the Tax Section, with any questions: [email protected]
Can’t make it for Virtual Settlement Week but interested in pro bono representation? Join LITC Connect, a project of the Tax Section’s partner, the Center for Taxpayer Rights . LITC Connect matches volunteer attorneys, CPAs, and enrolled agents with cases referred from Low-Income Tax Clinics based on skillset, interests, and availability. Volunteers also have access to resources and training materials through their account. Sign up for LITC Connect today and you can indicate your location, availability and ability to take pro bono tax matters and will receive a personalized match.
The Oregon Department of Revenue will hold a tax professional liaison meeting on May 19, from 9 a.m. to 11 a.m.
The department conducts liaison meetings on a quarterly basis to provide updates about tax-related state legislation, new tax programs, and other topics. Meetings required remote attendance during the COVID-19 pandemic, but now the department will offer a hybrid presentation with the options of in-person attendance or remote via Zoom.
The meeting will be in the Alfreda Bales Conference Room (formerly known as the Fish Bowl) at:
Oregon Department of Revenue
955 Center St. NE
Salem, OR 97301
Department staff will discuss topics including:
- The new Agriculture Overtime Tax Credit program, which will start accepting applications in 2024 and provide tax credits for eligible agriculture employers who pay state-required overtime.
- Updates about the new Pass-Through Entity Elective Tax.
- Updates from the Oregon Board of Tax Practitioners.
- There is no need to preregister for the Zoom attendance option. Click on this URL to join: https://www.zoomgov.com/j/1610295613, Passcode: 644703.
Continuing Education Credit. The department does not issue continuing education credit for this meeting. However, credit may be issued by the Oregon Association of Tax Consultants (OATC). For more information and to register, go here. Please note: All in-person and virtual attendees wanting to receive credit must register using the OATC link. No sign-up sheets will be available at the in-person location.
In response to a need for tax legal assistance for low-income taxpayers, to foster a greater interest in tax-related public service, and to provide seasoned attorneys the opportunity to move into the public interest sector, the ABA Tax Section partnered with Tax Analysts to launch the Tax Analysts Public Service Fellowship in 2022. The application period for the second Tax Analysts Public Service Fellowship is now open, applications are due June 30, 2023.Applicants are expected to identify and secure a position with a qualifying sponsoring organization for the two-year fellowship before submitting the application. All Fellowships must involve taxation or administration of tax law and the sponsoring organizations must be a public interest nonprofit organization or a government entity.
Join us on Thursday, May 25 from 12:00 – 1:00 pm ET for an information session. Register here to join the information session to learn more about the application and Fellowship.
Help spread the word out about this opportunity and forward this email to your network. Please reach out to Meg Newman, Counsel for the Tax Section, with questions. ([email protected]).
Thursday, June 1 – Friday, June 2
In-person event at the Oregon State Bar Center, Tigard
Brochure link: https://www.osbar.org/cle/2023/OTI23.pdf
Registration link: https://ebiz.osbar.org/ebusiness/Meetings/Meeting.aspx?ID=6123
The IRS chief counsel’s office is organizing virtual settlement days on September 3 and 4, 2020. The purpose is to settle as many pro se taxpayer cases as possible ahead of the October 5 trial calendar. There may be a need for additional attorneys to help out, but we are waiting for counsel’s office to let us know exactly how many. If you are interested, please review the court’s guidance regarding limited entries of appearance, and contact Sarah Lora at [email protected].
OSB Tax Section, Pro Bono Committee
Dear Members of the OSB Taxation Section:
On behalf of the OSB Taxation Section Executive Committee (EC), we would like to extend our appreciation to those of you who have participated in our programs this year and we hope that you are excited for the 20th Annual Oregon Tax Institute (live webcasts Tuesday, September 15 – Friday, September 18, 2020, registration is now open!: https://www.osbar.org/cle/2020/OTI20.pdf. If you enjoy the programming and would like to get more involved…
We are seeking new EC members to serve two-year terms beginning January 1, 2021.
- Current EC Members: https://taxation.osbar.org/executive-committee/
- Section Website: https://taxation.osbar.org/
If you are interested in serving on the EC or you would like to nominate someone else to serve, please email anyone on the nominating committee and provide your resume (or a link to your bio/professional profile) and a brief statement expressing your interest by August 11.
Be safe and stay healthy,
Taxation Section Nominating Committee
Heather A. Kmetz [email protected]
Chris Heuer [email protected]
Marc Sellers [email protected]
To all Oregon Tax Court stakeholders:
This message is to inform you that Chief Justice Walters has issued Chief Justice Order 20-027, extending statutory time periods and time requirements in certain Oregon Tax Court appeals. The Tax Court has posted a copy of the order on its website here. The order is authorized by Section 6 of House Bill 4212 (2020), which the Governor signed on June 30. The order applies to the initiation of appeals to either division of the Tax Court and generally extends the appeal deadline to 60 days after the end of the COVID‑19 emergency period. Note that the extension differs from the extension the legislature adopted for commencement of civil actions. (Compare to Section 7 of HB 4212.) In addition, the order authorizes the Tax Court Judge, or his delegate, to extend statutory deadlines that apply after the initiation of a proceeding.
Please direct any questions to Rocco Lieuallen at: [email protected]
Tax Court Administrator
Oregon Tax Court