Steve is the firm’s Oregon regional managing partner and the partner in charge of the Portland office. He has practiced public accounting since 2000 advising closely held businesses and their owners in the manufacturing, distribution, and forest products industries. In addition to providing federal and state income tax services to companies operating in multistate and foreign jurisdictions, Steve provides consultation in the areas of business succession and transition planning, entity structure planning, business acquisitions and dispositions, and a variety of federal and state tax credits and incentives associated with research and development, domestic manufacturing, export activities, and alternative energy projects and resources.
Selected Publications
- "Regulatory Changes Can Help Businesses Streamline Operations and Gain a Competitive Edge" (Moss Adams Insight, June 2018)
Selected Speaking Engagements
- Key Employee Retention
Northwest Food Processors Association 2013 Expo (January 2013) - S Corps vs. LLC: The Benefits of Making the Switch
Moss Adams webcast (December 2011) - Federal & State Tax Update
2011 Oregon Society of Certified Public Accountants Business & Industry Conference (October 2011) - Health Care Reform: What Does it Mean for Employers?
2010 Oregon Society of Certified Public Accountants Business & Industry Conference (October 2010)
Professional Affiliations
- Member, American Institute of Certified Public Accountants
- Member, Oregon Society of Certified Public Accountants
Education
- BS, business accounting, University of Oregon
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