All Other Events

Breakfast Briefing:
“Tax Issues in Employment Settlements”

Thursday, May 9, 2019
7:30 a.m. to 8:30 a.m.
Moda Tower, 601 SW Second Ave, Suite 1930, Portland

Registration information will be posted and circulated.

This CLE will discuss the recent Tax Cut and Jobs Act of 2017 and its impact on settlements, including the repeal of miscellaneous itemized deductions, the “Weinstein Provisions” regarding settlements that involve confidentiality provisions, the IRS’s ongoing targeting of employment settlements, planning and tactical decisions when settling (i.e. allocation issues and more) and concepts around whether additional tax liability are or can be an element of damages. Furthermore, the presentation will discuss how structured settlements can be utilized for taxable settlements.

SPEAKERS
John McCulloch, JD/MBA, CSSC, CMSP
John is a Settlement Consultant with Arcadia Settlements and serves as Vice President, Advanced marketing for Integrated Financial Settlements. John’s expertise is in employment, medical malpractice, construction, tort, and workers’ compensation settlements, with a specialty in the taxation of damages. John obtained the landmark ruling from the IRS on using periodic payments to settle employment claims in 2008 and co-authored the carve out for attorney fee structures under the American Jobs Creation Act of 2004. Prior to joining Arcadia, John served in various leadership roles with Allstate, Aegon/Transamerica, and Safeco. John is a U.S. Army veteran and holds a JD, MBA, and BA in Business as well as numerous professional designations. John is a frequent speaker on the taxation of damages, and he will provide an overview of recent tax court cases and the Tax Cut and Jobs Act of 2017.

Audrey Kenney, CSSC
Audrey is a Settlement Consultant with Sage Settlement Consulting. She works with attorneys and their clients to design settlement plans to meet the needs of the injured claimant. She has been a speaker at state trial lawyer association conferences across the country and a recent speaker at the National Structured Settlement Trade Association’s Annual Conference. She advises attorneys and their clients about structured settlement options and helps law firms navigate the complexities of settlement-related issues. Audrey has worked with attorneys and their clients on many types of cases including: Personal Injury, Medical Malpractice, Wrongful Death, Workers’ Compensation, Sexual Abuse, Employment, Class Action, and Mass Tort.

FACILITATOR
Andrew Altschul
Andrew is a partner at the employment law firm Buchanan Angeli Altschul and Sullivan LLP. Andrew has more than 20 years’ experience litigating employment law cases on both the employer and employee sides. His practice now is primarily focused on working as a mediator.

 

Save the Date: 2019 Labor & Employment Law Boot Camp

June 13-14, 2019
Schwabe, Williamson & Wyatt, PacWest Center, 1211 SW Fifth Ave, Portland, OR 97204

The annual Boot Camp is a two-day program that provides an introductory overview of labor & employment law.

Note: the 2018 Boot Camp’s written materials are available here: https://osblabor.osbar.org/resources/cle-materials/.