People:

The Executive Team:
Jake Jacobs
Susan Marks
Dennis Johnson
Mark Clift
Jill Oswald
Jim McDonald
Karin Wandtke
Sang Ahn

Even when I was a kid, my parents taught me the importance of giving back to the community. I was a good Boy Scout. That tradition still provides direction to me today. It's not every day I help a little old lady cross the street--but, when I helped my uncle celebrate his 100th birthday--I was impressed by how long we can be on this planet. So let's make it a better place! That's why I'm involved in so many volunteer activities.

For breaks you can find me at the local theater and dance companies or classical concerts, (only in the audience, although I used to be a mean percussionist). And for a break from the classics, I aim the tuner or satellite to pick up fun music from Pink Martini to Rufus Wainwright!

I keep the tax cobwebs out of my head by exercising 4-5 times a week or experimenting in the kitchen. I have started to reduce my work hours to open up more time for this leisure – a multi-year transition toward retirement.

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Get To Know Dennis Johnson
Dialogue. Responsiveness. Hands-on. For Dennis, communication forms the cornerstone of any partnership with any client-business, individual, or nonprofit. And, solid tax and estate planning start with communication. Dennis begins the process by working with clients to identify their financial objectives. He then designs a strategy to support those objectives, building in measurements to evaluate month-to-month and year-to-year progress. When the objectives change, so does the strategy. And that's why Dennis is committed to year-round contact. It's much easier to reach the target when everyone knows where it's located

Focus on tax and estate planning for individuals and trusts; exemption and tax issues for non-profits

Oregon CPA with over 35 years of tax experience: 18 years principal with MJ, 18 years KPMG, 8 years as tax partner

Professional and community services:
American Institute of Certified Public Accountants, Oregon Society of Certified Public Accountants, Estate Planning Council of Portland, Portland Institute for Contemporary Art, Basic Rights Oregon, Portland State University Accounting Advisory Board, Member, Portland Business Alliance, Member, City Club of Portland, Volunteer, SMART, Oregon Ballet Theater, Oregon Symphony, and Portland Art Museum

Education:
Juris Doctor, Law - University of Oregon; BA Economics - Willamette University

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