Advocate. Counselor. Problem Solver.

These are how I see my roles when I work with you to help you resolve your difficult tax and business problems. I understand the pressure you face with a stressful tax or business matter, when you simply need to turn to someone to fight on your behalf.  I also understand the confusion and uncertainty when you deal with complicated tax and business questions, when you just want someone to truthfully explain to you what is happening and what options are available to you. Most of all, I understand the desire for realistic and practical solutions to resolve your tax and business problems when it seems like there is no answer in sight.

I work to find the best solutions for you–solutions to save you time, to save you money, and to save you frustration. So when you feel like you are caught in a dark and endless storm of problems with no help and no protection, I am here to provide you shelter with confidential and experienced counsel, to guide you and to help find a hopeful resolution.

When you are ready for help, give me a call.

Education and Background

University of Washington School of Law

LL.M., Taxation, 1998
Masters of Law in Taxation

Gonzaga University School of Law

J.D., Law, 1997
Tax/Business Concentration certification

University of Hawai’i at Manoa

B.A., Philosophy and Political Science, 1993

For additional background information, see my profile on LinkedIn.com

Writing

Books/Treatises

• “Tax Preparer Penalties and Circular 230 Enforcement,” Arthur H. Boelter and Hertsel Shadian, Authors (West Thomson) (2010 Ed.)
• “Representation Before the Appeals Division of the IRS,” Arthur H. Boelter, Author (West Thomson) (1998 update–Present)
• “Tax Penalties and Interest,” Arthur H. Boelter, Author (West Thomson) (1998 update–Present)
• “Representing the Bankrupt Taxpayer,” Arthur H. Boelter, Author (West Thomson) (1998 update–Present)
• Mertens Treatise on the Law of Federal Income Taxation, Chapter 5, “Income and Assignment of Income” (West Thomson) (2008 update)

Articles

• Mertens Law of Federal Income Taxation, Current Developments and Highlights,“Tax Spotlight Article: Treasury and IRS Issue Guidance Outlining Phased Implementation of the Foreign Account Tax Compliance Act (FATCA) Beginning in 2013” (Aug. 2011)
• Mertens Law of Federal Income Taxation, Current Developments and Highlights, “Tax Spotlight Article: Congress Shuts the Cabinet on Certain Over-the-Counter Drugs” (Mar. 2011)
• Mertens Law of Federal Income Taxation, Current Developments and Highlights, “Tax Spotlight Article: Congress Passes the Compromise Tax Relief Act of 2010” (Jan. 2011)
• Mertens Law of Federal Income Taxation, Current Developments and Highlights, “Tax Spotlight Article: IRS Issues Guidance on the Expanded Adoption Credit Available for Tax Year 2010” (Nov. 2010)

Speaking

• “Basic Legal Issues for Non-Married Couples,” CubeSpace Entrepreneurial Series Legal Workshop, June 11, 2008.
• “Income Tax & Estate Planning Ideas for Real Estate,” Stewart Title of Oregon Commercial Department’s Monthly Seminar Series, January 20, 2005.
• “Drafting Wills in Oregon” (sections on “Fundamental Principles of Will Drafting,” “Ethics and Estate Planning,” and “Planning Methods to Control Medical Treatment”), National Business Institute Continuing Legal Education Seminar, December 8, 2003.
• “Comparison of Oregon and Washington Tax Schemes,” Oregon Realty Association Quarterly Meeting, April 29, 2003.

Groups and Associations

• Oregon State Bar Association (including Taxation, Estate Planning and Diversity Sections)
• Washington State Bar Association (including Taxation Section)
• Multnomah County Bar Association (including Taxation and Estate Planning Sections)
• Jewish Federation of Greater Portland, Solomon’s Legacy CLE Series (Steering Committee Member)
• Architects Without Borders–Oregon (Past Steering Committee Member)
• Oregon Minority Lawyers Association (Past Member)
• Classroom Law Project, Regional and State Mock Trial Competitions (Volunteer Judge)
• CubeSpace Entrepreneurial Series (Past Participant and Volunteer)
• Portland Baseball Foundation (Past Director and Officer)
• Portland Baseball Group
• Portland Jazz Festival (Past Volunteer)
• Multnomah County Bar Association, Young Lawyers Section Nonprofit Project (Past Volunteer)
• Oregon Bus Project (Past Volunteer)