Professional Experience
Jonathan represents high net worth clients to achieve their tax, business, and estate planning goals. Jonathan’s practice includes representing individuals and families in connection with their personal and business matters through sophisticated tax and estate planning, entity formation, trust design, and post-death administration. Jonathan also advises closely held businesses through entity creation, governance matters, succession planning, and exit strategies. In addition, Jonathan works closely with clients to achieve their charitable and philanthropic goals.
Jonathan practiced as a CPA for Moss Adams before law school.
Away from the office, Jonathan enjoys spending time with his wife and two daughters. Jonathan spends his Saturdays in the Fall at Autzen Stadium.
Professional Activities
- Chair, Taxation Section, Oregon State Bar (2020)
- Executive Committee Member, Taxation Section, Oregon State Bar (2013-2021)
- Member, Taxation Section, Oregon State Bar
- Member, Taxation, Probate & Trust Law Section, Idaho State Bar
- Member, Estate Planning Council of Portland
Speaking Engagements
- “Tax Cuts and Jobs Act of 2017 – Big Picture and Challenging Issues”
Portland State University Professional Practices Seminar, August 24, 2018 - “Estate and gift tax planning in an environment without a one-size fits all approach.”
American Academy of Attorney-CPAs, July 5, 2018 - “Federal Fiduciary Income Tax Workshop”
Portland, Oregon, June 21, 2018 - “Tax Policy Under the Current Administration”
Portland State University Professional Practices Seminar, September 8, 2017 - “The Inevitable: Taxes”
Multnomah Bar Association, April 27, 2017 - “The Changing Landscape of State Income Taxation: Gillette Co. v. Franchise Tax Board”
2013 Oregon Property Tax Strategies Seminar, October 16, 2013 - “Planning at the End of the Bush Era Tax Cuts”
2012 Oregon Estate Planning Seminar, October 25, 2012
Publications
- “Treasury Proposes Necessary and Long Awaited Amendments to Circular 230 – Written Advice Disclaimers May be a Thing of the Past”
Oregon State Bar Taxation Section Newsletter
(Volume 16, Number 1), Winter 2013 - “Treasury Proposes Long-Awaited Amendments to Circular 230”
The Oregon Certified Public Accountant, November/December 2012 - “Making Green by Going Green”
The Oregonian, April 2, 2009