Law Practice:

Jay focuses his law practice in the areas of business and transactions, taxation, estate planning, employee benefit plan consulting, and real estate. Jay has advised small and medium-sized business owners for more than 28 years and they include service, technology, and manufacturing companies.

Jay is a Certified Public Accountant, Certified Management Accountant, and is certified in Financial Management by the Institute of Management Accountants. Jay is also a member of the American Institute of CPAs and holds a Certified Global Management Accountant designation from the AICPA. He is also past Chair of the OSCPA Board of Directors and is a member of council of the AICPA. Due to his extensive accounting background, Jay is able to bring economic and financial perspectives to real world legal problems.

Jay has published numerous articles for the Oregon Society of Certified Public Accountants and the Oregon State Bar.

 

Education & Bar Admissions:

Jay attended Willamette Law School where he received his Juris Doctorate degree. He received his Bachelor of Science degree from Brigham Young University.

Jay is admitted to practice in the Oregon State Courts and Washington State Courts.

Personal Financial Specialist Credential, Association of International Certified Professional Accountants

  • CPAs who earn the AICPA’s Personal Financial Specialist (PFS™) credential badge specialize in financial planning with individuals, families, and business owners, through all the ins and outs of life. Badge holders advise and assist clients in planning the areas of their lives, such as taxes, investments, estates, retirement, and insurance. Credential holders commit to continued development in these areas as well as charitable, elder, college/education, and employee benefit planning.

Professional:

  • Member of the AICPA Council at Large
  • Vice-Chair of the OSCPA Professional Conduct Committee
  • Vice-Chair of the OSCPA Legislative Policy Committee
  • Co-Chair of the OSCPA Taxation Legislative Bill Review/Oversight Subcommittee
  • Member of the OSCPA Taxation Strategic Committee
  • Member, American Institute of CPAs, and The Institute of Certified Management Accountants
  • Past Chair of the Board of Directors, Oregon Society of CPAs

Personal:

Jay enjoys playing golf, skiing, racquetball, biking, and running. When not working you can find him spending time with his family travelling to Mexico, and exploring the Mt. Hood Territory.

Presentations

“Brawl in the Family – Reducing Family Disputes After the Death of a Parent”
January 7th, 2021

“Oregon Legislative Updates”
December 3rd, 2019 – Jay presented at the OSCPA Professional Issues Updates Conference

Recognition:

AV Preeminent® Peer Review Rated by Martindale-Hubbell

Awards:

The Best Lawyers in America, Tax Law (2021, 2022)