SALT Mastery Series: Multnomah County / City of Portland Taxation Update (2 hours - morning) - Webcast
Overview
Learn about the Multnomah County and City of Portland taxation laws and calculations, including changes and current issues! This in-depth 2-hour session will walk you through how these local taxes are calculated and update important taxation issues in Multnomah County and the City of Portland.
Highlights
- Current tax year changes
- Determining liability
- Nexus and apportionment issues
- All exemptions
- Tax calculations
- Penalty and interest discussions
- An opportunity to ask client-specific questions
Designed For
CPAs with general taxation experience
Objectives
Learn how these two local taxes work with updates on current issues.
This event is part of the following bundles:
Leader(s):
Leader Bios
Harriet Strothers, State and Local Tax Partner, Delap LLP
Harriet Strothers has nearly 40 years of experience in providing state and local tax advisory and compliance services to large multi-state and multinational companies. With extensive experience managing tax compliance and audits for all areas of state taxation as well as IRS LMSB "Large Case" audits, Harriet also performs state and local due diligence related to mergers and acquisitions.
Harriet spent almost half of her career in industry with The Ryland Group, a Fortune 500 home builder and mortgage lender that operates in 28 states. Upon her return to public accounting in 2007, Harriet observed that there was a need for business leaders to better understand how State and Local Taxes affected their financial decision making. Rather than developing an industry-specific concentration, Harriet focused on state tax minimization through planning and remediation strategies for taxpayers who operate in multiple states. These strategies include multi-state income/franchise tax refund engagements and reverse sales/use tax audits, as well as state voluntary disclosures to mitigate past tax liability. Harriet's experience in industry included extensive audit defense. She has leveraged that experience into numerous successful audit strategies that she regularly employs when defending clients under audit by taxing authorities.
A frequent presenter on multi-state tax issues, Harriet has managed many large multi-state income/franchise tax refund engagements and reverse sales/use tax audits. She has managed and delivered numerous voluntary disclosure services and audit defense services in almost every state. Harriet has substantial experience advising clients on product sales/use taxability for different types of transactions and on nexus-related issues in 50 states.
After a two-year stint at Schnitzer Steel, Harriet worked with Moss Adams for six years before joining the team at Delap in 2014.
(3/3/21)
Jake Schnur, Senior Revenue Auditor, City of Portland Revenue Division
Jake Schnur is the current interim Audit and Accounting Manager with the City of Portland Revenue Division. Jake has been with the
Division for three years, starting as a Senior Revenue Auditor, and later becoming a supervisor on the Business Income Tax team, and
then eventually Audit Section Manager. Prior to his time at the Revenue Division, Jake worked in public accounting for five years. He
holds a bachelor's degree in Accounting from the University of Portland, and earned his Certified Public Accountant license in 2016.
edited 12/13/24
Non-Member Price $99.00
Member Price $69.00