Past Events

Samuel A. Donaldson will speak at the May 7, 2024 membership meeting.  Professor Donaldson will provide a federal tax update. Registration will be available for [...]

Dear Members: Our next membership meeting is February 8, 2024 at Illahe Hills Country Club.  The schedule is: 5:30 pm – Social hour 6:00 pm [...]

Dear Members: Our next membership meeting is November 14, 2023 at Illahe Hills Country Club.  The schedule is: 5:30 pm - Social hour 6:00 pm [...]

Please join us September 12th 11:45-1:00 at Illahe Country Club for a presentation on the Corporate Transparency Act (CTA) and newly adopted regulations that will [...]

Estate Planning for Retirement Benefits in a Post-Secure World. A digital presentation by Natalie Choate. Northern Lights Theatre Pub 3893 Commercial St. SE Speaker Notes [...]

In this session, Clint Bentz, CPA CMA will present, "21 Ways to Distribute Capital Gains". Salem Convention Center, Boardroom

In this session, John Draneas will present, "Law and Practice changes you may have missed during COVID". Salem Convention Center, Santiam 6 Room

In this session, Ryan Grau, CVA, CBA and Marcus Hagood of FP Transitions, will discuss the “need to know” essentials for valuing a closely held [...]

The presenters will be Steven Jamison and Ron Hunsaker.  The topic is New Passthrough Entity Elective Tax (Oregon PTE-E). Outline: A brief history of the [...]

The presenter will be Andrew Olig, executive director for Calvert Research and Management.  The topic is Responsible Investing (ESG) and why it is important to [...]