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Dan Eller assists clients with tax and business law issues in both transactions and controversies. His transactional practice emphasizes choice of entity and formation, mergers and acquisitions, real property development, foreign bank account and asset reporting, and tax-exempt entity formation, qualification and operation. On the controversy side, Dan has handled a wide variety of tax collection and controversy matters, both federally and at the state level in Oregon and Washington. He has litigated cases before both the United States Tax Court and the Oregon Tax Court, where he formerly clerked for the Hon. Henry C. Breithaupt.

Since the enactment of Oregon’s Corporate Activity Tax (“CAT”) in 2019, Dan has been at the forefront of the implementation of this new tax. Dan is a frequent speaker on the CAT. Additionally, with Alee Soleimanpour Dan has co-authored a number of articles on CAT developments, both from the Oregon Department of Revenue and the Oregon Legislature. For more on the CAT, please refer to those articles here. To be added to our email list of CAT updates, please contact Dan at [email protected]. Dan is an Adjunct Professor at Lewis and Clark Law School and an Adjunct Instructor in the School of Business Administration at Portland State University. 

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M. John Way brings a unique perspective to tax and estate planning law.  With a background working as Assistant Public Defender and later as a consultant in the corporate world, John approaches each client’s legal issue with the heart of an advocate and the mind of a businessman.

He advises private business owners throughout the entire business lifecycle from formation, operation and growth, through eventual transition out of the business, whether by sale, reorganization or liquidation. Tackling all phases of wealth preservation and estate planning, he creates customized strategies for the most complex situations.  John also represents clients in their dealings with the IRS and state and local taxing authorities, including the Washington Department of Revenue.  

John is an Adjunct Professor at the University of Washington’s School of Law, ‎teaching in the Masters in Taxation program. He is the current Vice Chair of the American Bar Association Real Property Trust and Estate Section’s Elder Law and Special Needs Planning Group, a Past President of the South Puget Sound Estate Planning ‎Council, a Fellow with the American Bar Foundation and a former City Council ‎Member.

Guests may attend at no cost.

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Toija (“Toy-uh”) Beutler, Owner of Beutler Exchange Group, LLC,graduated from Lewis and Clark Law School and joined the Oregon State Bar in 1982.  After leaving private practice she began her 1031 career in 1992.  Toija teaches classes on the various aspects of 1031 to investors, real estate professionals, tax advisors, and attorneys.

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GEORGE W. HOSFIELD, CFA
Director and Chief Investment Officer

BRAD H. HOULE, CFA
Executive Vice President
Fixed Income Research and Portfolio Management

JASON NORRIS, CFA
Executive Vice President
Equity Research and Portfolio Management

RALPH COLE, CFA
Director
Equity Strategy and Portfolio Management

PETER JONES, CFA
Senior Vice President

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Justin Hobson advises clients in all aspects of business taxation.  Justin has significant experience in a variety of tax matters, including choice of entity, business formations, M&A transactions, tax controversy, international tax, and state and local taxes. He regularly authors for the Journal of Multistate Taxation and Incentives’ “Shop Talk” column.

Ben Pirie counsels cannabis businesses on a wide range of corporate and regulatory needs. He is passionate about building long-lasting relationships with clients as they reach toward their goals in one of the most dynamic and fraught industries in the world. He advises on mergers and acquisitions, negotiating complex contracts and corporate governance, as well as regulatory compliance in the emerging cannabis and hemp industries.  

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Timothy A. Kalberg arrived at Perkins back in 1988 with a pair of cowboy boots, some dusty jeans and a ton of smarts under his belt. He “cut his teeth” with a national accounting firm in Billings, Montana, and as a controller in private industry. Perkins & Co lassoed him without second thoughts. 

Tim’s expertise covers the full range of tax planning and compliance, but he is renown in the real estate and construction industry and leads the firm’s Real Estate and Construction Practice Group. Perhaps his Montana heritage gives him a natural appreciation for the possibilities of wide open spaces, since he’s widely recognized by clients and peers for his outstanding knowledge and expertise and is the go-to-guy in town for real estate and construction accounting.  In fact, you’ll often find him out and about speaking on real estate accounting topics.

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Marc Fovinci, CFA, leads Ferguson Wellman’s fixed income team. He is a principal of the firm and a member of its Investment Policy Committee. Before joining the firm in 1991, Fovinci was a senior investment officer for the Washington State Investment Board with responsibility for the state’s fixed income investments. Raised in Northern California, he graduated with honors from Stanford University with a B.S. in mechanical engineering and later received his M.B.A. in finance from the University of Washington. Fovinci is a member of the Chartered Financial Analysts Society of Portland as well as member and past president of the Northwest Taxable Bond Club. Fovinci is a board member of the Portland Business Alliance, is board chair of Morrison Child & Family Services and a board member and treasurer of Legacy Good Samaritan Foundation. He is past president of Morrison Child & Family Services, the Rotary Club of Portland, the Portland State University Foundation and the Portland Rotary Charitable Trust.

Peter Jones, CFA, Vice President of Equity Research and Analysis Peter Jones, CFA, joined Ferguson Wellman in 2015 and is vice president of research, serving as an analyst and a member of the firm’s investment team. Jones leads the firm’s Global Sustainable Investing strategy team, manages the communication services sector, and co-manages the industrial and basic material sectors. In addition, he maintains the multifactor model used by the investment team for its equity selection process. Jones is a native of Portland and graduated from the University of Portland with a B.A. in political science and minors in Spanish and psychology. While attending college, Jones played tennis for the Pilots. Prior to joining Ferguson Wellman, Jones was employed at UBS Financial Services.

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Matt Montez, CPA is a Senior Manager who has been practicing public accounting since 2007. He is dedicated to providing accounting and tax services to closely held businesses and their owners, with a focus on clients in the construction and real estate industries. His experience includes technical tax research projects, accounting methods, tax return and income tax provision review, and developing and implementing various tax planning strategies. Matt has been involved in bringing value‐added solutions to many clients in areas such as state and local tax, corporate and transaction tax, and entity structuring. 

Tito Garcia, CPA has practiced public accounting since 2013. He provides tax compliance, consulting, and planning services to entities including family-owned businesses, closely held entities, and venture capital-owned businesses; federal and state income tax services to companies operating in multi-state jurisdictions.  Tito currently serves clients in the manufacturing, distribution, real estate development, and hospitality industries. He takes a hands-on approach to serving his clients and is focused on being actively involved with engagements from planning to completion.

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Tim Amen, CFP®, Lead Advisor, Brighton Jones

Tim has more than a decade of experience in the financial industry. He holds a Bachelor of Science degree from the University of Arizona, a Certified Financial Planner™ designation, and a master’s degree in financial planning from the College for Financial Planning.

As an advisor, the financial goals and personal pursuits of our clients are crucial to developing a financial strategy that will relieve them of stress and allow them to focus on other aspects of their lives. Tim is truly passionate about what he does and strives to provide the best personalized experience to each client. Tim’s main goal is to use his knowledge and the resources at Brighton Jones to provide clients with the peace of mind to live the life that makes them feel most fulfilled.

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Stuart is responsible for researching and investing across asset classes on behalf of clients.  He has worked with retail and institutional clients in weathering bull and bear markets in different asset classes and geographies.  Prior to joining Ambassador Wealth Management, Stuart served as Senior Investment Manager and International Strategist with Brinker Capital.  Stuart has over 25 years of investment experience.  He graduated from the Wharton School of the University of Pennsylvania and holds the CFA designation.