University of Portland, B.B.A., Accounting, 2003
University of Oregon School of Law, J.D., 2009
University of Florida, LL.M., Taxation, 2010
Admitted to Practice
Oregon State Courts
Jonathan's peers have selected him for inclusion in Oregon Super Lawyers as a Rising Star.
Jonathan advises clients on taxation, estate planning, and business matters. He assists clients with structuring tax-free formations of business entities, income and estate tax planning, fiduciary income tax planning, and tax efficient ownership transfers. Jonathan also represents clients in tax controversy matters before the Internal Revenue Service and state taxing authorities.
Prior to law school Jonathan practiced as a CPA for Moss Adams.
Secretary, Taxation Section, Oregon State Bar
Member, Taxation, Probate & Trust Law Section, Idaho State Bar
Member, Estate Planning Council of Portland
Member, American Academy of Attorney-CPAs
"Estate and gift tax planning in an environment without a one-size fits all approach."
"Federal Fiduciary Income Tax Workshop"
"Tax Policy Under the Current Administration"
"The Inevitable: Taxes"
"The Changing Landscape of State Income Taxation: Gillette Co. v. Franchise Tax Board"
"Planning at the End of the Bush Era Tax Cuts"
"Treasury Proposes Necessary and Long Awaited Amendments to Circular 230 - Written Advice Disclaimers May be a Thing of the Past"
"Treasury Proposes Long-Awaited Amendments to Circular 230"
News and Articles