Main Menu

Overview

Steve helps his clients understand and navigate complex employee benefits, taxation and business planning matters to allow them to further their business goals.

Steve assists clients in designing and implementing qualified and nonqualified deferred compensation, retirement and welfare benefit plans, advising on plan administration, ERISA compliance and fiduciary issues and correcting operational errors.  He also advises clients on the impact of health care reform under the Affordable Care Act (ACA) and assists in related planning and compliance matters.  He assists clients with business and tax planning matters, including business entity formation and ownership transfers, tax and compensation planning (including executive compensation matters), worker classification, IRC § 1031 exchanges and federal, state and local tax controversies (i.e., audits and appeals).

He is a frequent speaker and author on tax and employee benefit matters. Prior to pursuing a law degree, Steve worked as an underwriter of life and disability insurance for employee benefit plans. During this time, he also earned his certification as a Certified Employee Benefit Specialist.

Professional Activities

  • Member, Tax Section, Oregon State Bar Association
  • Significant Issues Chair, Western Pension & Benefits Conference, Portland Chapter, 2014-present
  • Member, Western Pension & Benefits Conference, Portland Chapter, 2008-present 
  • Past President, Eugene-Springfield Tax Association
  • Member, Newsletter Committee, Tax Section, Oregon State Bar Association, 2008-2013

Community Activities

  • Chair, Board of Directors, Mainspring Portland, fka Fish Emergency Service, 2014-2015
  • Member, Board of Directors, Mainspring Portland, fka Fish Emergency Service, 2007-2015

News & Insights

Speaking Engagements

Admissions

  • Oregon, 2006
  • U.S. Tax Court, 2010

Education

University of Oregon School of Law, J.D., 2006

  • Order of the Coif
  • Systems Editor and Managing Board Member, Oregon Law Review
  • Fredric R. Merrill Award for Best Student Work

Linfield College, B.S., Economics, summa cum laude, 1996

Honors | Recognitions

  • Named by peers as one of Oregon's "Rising Stars" in Oregon Super Lawyers magazine, 2009-2012 and 2016
  • LexisNexis Tax Law Center "Notable Newcomer" Exceptional Tax Law Professional, 2009
Back to Page