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Upcoming Seminars:

Please join Randy Sutton and David Briggs at HR Basics – A Crash Course on Employment Law June 1st at Willamette University. This program is designed for business owners, HR managers, supervisors, and anyone else who needs to understand the big picture in a short amount of time. Topics will include: wage & hour law, harassment, family leave, legal hiring practices, developing a union-resistant workplace, discipline & documentation, and how to terminate problem employees. To register, visit www.shrmsalem.org.

The Oregon Society of CPAs will be hosting their Estate & Trust Conference on June 22nd in Portland. Bob Saalfeld and Jeff Moore will be speaking about the $5 Million Lifetime Gift-Tax Exlusion. Visit the Oregon Society of CPAs' Estate & Trust Conference page for more information.

Past Seminars:

Christine Moehl and Freeman Green presented at Planning 101: What Every Tax Professional Should Know About Estate Planning and Qualified Plans on May 12th at the Scottish Rite Center. Freeman discussed property titling, estate planning documents, gift tax planning, and probate administration. Christine discussed retirement plan design, reportin, fiduciary liability traps, and IRS audits. The seminar was put on by the Oregon Society of Tax Consultants.

"Creative Retirement Plan Design for Today’s Law Firm" is the name of Randy Cook & Christine Moehl's recent webinar about the most common challenges faced by today’s law firms when designing and implementing a successful retirement program. Included in the discussion: flexible funding designs, targeted allocation groups, “deemed CODA: traps, brokerage window uses (and abuses), and non-qualified deferred compensation incentives. This webinar was on April 17th, and was specifically designed for members of LEGUS, an international network of medium sized law firms, which Saalfeld Griggs has been a part of for many years.

Doug Alexander and Randy Sutton, two of our attorneys who focus on the dental industry, spoke at OHSU School of Dentistry on April 4th about new dentists starting their careers. There are many legal protections and practical issues to consider when establishing a relationship with an existing dental practice. In this informative and interactive session, Doug and Randy discussed the many important details that need to be carefully thought through before signing on the dotted line.

Hunter Emerick along with Rich Davis and Ed Davis of Maps Insurance presented at a Home Builders Association Lunch & Learn on March 20th about liability insurance. They discussed the statutory requirements for insurance coverage for Oregon residential contractors, as well as typical construction contract provisions and insurance requirements needed to maintain compliance during and after the course of construction.

Randy Cook recently presented to the Mid-Valley Tax Forum with David Roth of Heltzel Williams Law Firm about ERISA and retirement plan updates on March 20th. The Mid-Valley Tax Forum Luncheon Series is an ongoing informative program for CPAs and attorneys.

Erich Paestch and Shannon Martinez, presented “MERS, Robo-Signers and the Foreclosure Mess: What does it all mean?” at Ticor Title on April 20th. The presentation will cover pertinent issues surrounding MERS, the Mortgage Electronic Registration System, and the recent robo-signing controversy.

Hunter Emerick presented “Protecting Your Business Form Recent Lien Law Changes” to the Home Builders Association of Marion & Polk Counties. The presentation explored how recent changes in Oregon lien law take away construction lien rights from material suppliers and subcontractors that supply materials to, or work for, unlicensed contractors on most residential remodel projects. 

David Briggs gave a presentation to the Chemeketa Small Business Management Class on employment laws and another to the Salem chapter for the Society for Human Resources Management on wage and hour law.  

Bob Saalfeld attended the annual meeting of American College of Trust and Estates Counsel in March. ACTEC is a national organization of lawyers elected to membership by demonstrating the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors.