Jan 2025 SALT Mastery Series: City of Portland, Multnomah County, and Metro Taxes: Practitioner Perspectives - Informational Only (No CPE)

Overview

The January 21, 2025 webcast on City of Portland, Multnomah County, and Metro Taxes: Practitioner Perspectives (2 hours) will be recorded. Join experienced local practitioners for their practical perspectives on the City of Portland, Multnomah County, and Metro Taxes, including compliance requirements, apportionment, pass-through entity considerations, and interaction with other tax programs. Practitioners will offer their perspectives on tax planning and strategies for these tax programs, insight into potential future developments, and suggestions for communicating with clients. This program will cover the City of Portland, Multnomah County, and Metro business and personal tax programs.

This Informational (no CPE) video replay is NOT designed for CPE credit. You will receive a link to the recorded program and one set of participant materials.

Note: All sales are final.

Highlights

• Background on each of the City of Portland, Multnomah County, and Metro personal and business taxes and detailed discussion of compliance and filing requirements.
• Detailed review of the new apportionment rules, effective January 1, 2023.
• Review of apportionment for business activity within and outside of the district.
• Net operating losses, pass-through entities, and other carry-forward items.
• Best practices for owner K-1 reporting and multi-tiered entities. 
• Passthrough entities and interaction between the personal and business taxes.
• Planning opportunities, pitfalls, and strategies.
• And much more!

Designed For

CPAs and professionals involved in preparing and reviewing City of Portland, Multnomah County, and Metro Business and Personal tax returns and advising clients on these tax programs.

Objectives

Enables participants to develop a deeper understanding of the City of Portland, Multnomah County, and Metro Business and Personal tax programs, understand compliance considerations for clients with businesses or residences in these districts, and best practices for practitioners to plan for and advise clients on these taxes.