Jonathan Cavanagh Email & Phone Number

Portland, Oregon Area

• Advocate for clients in tax controversy matters before the Internal Revenue Service and state authorities
• Advise CPAs on tax reporting positions and tax planning strategies
• Advise clients on business transactions for methods and strategies to increase tax efficiency
• Advise clients on advanced estate and gift planning, including charitable and business succession planning
• Draft estate planning documents, including wills, revocable trusts, and irrevocable trusts
• Form and advise tax-exempt organizations on federal tax matters

Portland, Oregon

• Advocated for clients in tax controversy matters before the Internal Revenue Service and state authorities
• Advised CPAs on tax reporting positions and tax planning strategies
• Advised clients on business transactions for methods and strategies to increase tax efficiency
• Advised clients on advanced estate and gift planning, including charitable and business succession planning
• Drafted estate planning documents, including wills, revocable trusts, and irrevocable trusts
• Formed and advised tax-exempt organizations on federal tax matters

Portland, Oregon Area

• Advocated for clients in tax controversy matters before the Internal Revenue Service and state authorities
• Advised CPAs on tax reporting positions and tax planning strategies
• Advised clients on business transactions for methods and strategies to increase tax efficiency
• Advised clients on advanced estate and gift planning, including charitable and business succession planning
• Drafted estate planning documents, including wills, revocable trusts, and irrevocable trusts
• Formed and advised tax-exempt organizations on federal tax matters

Boise, Idaho Area

• Represented clients in tax controversy matters before the Internal Revenue Service and state taxing authorities
• Advised clients on advanced tax planning matters involving pass-through entities
• Negotiated and structured acquisitions and divestitures
• Structured and formed new business entities

• Oregon Law Review, Executive Editor
• Nancy Farmer Distinguished Service Award (Outstanding Editor on the Managing Board)
• Ruby R. Vale Interschool Corporate Moot Court Competition, National Quarterfinalist
• Outstanding Student in Securities Regulation, 2007 – 2008
• Volunteer Income Tax Assistance Program (IRS), Territory Manager

• Advocated for the Governor’s legislative priorities by working with lawmakers and legislative committees
• Completed legal analysis and wrote memorandums on issues involving sensitive policy and revenue issues

• Completed legal analysis and wrote memorandums on issues involving corporate finance, government relations, securities, taxation, and white-collar criminal defense
• Drafted motions for federal court

• Completed legal analysis and wrote memorandums on issues involving administrative law, business disputes, governmental relations, and taxation
• Drafted motions for federal and state courts and handled discovery proceedings with opposing counsel

• Completed analysis on issues involving the Internal Revenue Code, Treasury Regulations, FASB and GASB Pronouncements, and SFAS Interpretations
• Responsibilities included planning, fieldwork, supervision, review, tax return preparation, and financial statement preparation for forest products, governmental, health care, manufacturing, and utilities clients

• Developed and nurtured relationships with new clients
• Named the “College Financial Representative of the Year”

Ll.M., Taxation Law

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• Oregon Law Review, Executive Editor • Nancy Farmer Distinguished Service Award (Outstanding Editor on the Managing Board) • Ruby R. Vale.

Bachelor Of Business Administration, Major: Accounting, Minors: Theology And Political Science

• University of Portland Business Leadership Council, Member • Associated Students of the University of Portland, Student Senator •.