Stephen was raised in Rochester, New York. After graduating from Amherst College and Boston University School of Law, he served as an Assistant Attorney General in Washington State, living in Olympia and Bellingham. Stephen then earned a Masters in Taxation from New York University School of Law and practiced with a firm of tax attorneys in Rochester, New York, for six years. In 1983, Stephen, his wife Janet, and their two children, Zach and Josh, moved to Medford. Stephen's primary areas of practice are business and individual income tax planning, estate tax planning, business transactions, trust and estate issues, real estate, and tax controversies. Outside the office, Stephen enjoys music, chess, surfing, snowboarding and mountain biking.

Education

Amherst College - B.A., 1967
Boston University School of Law - J.D., Cum Laude, 1971
New York University School of Law - L.L.M. (Taxation), 1977 

Primary Practice Areas

Business tax planning and general business law issues
      Formation, operation and dissolution of sole proprietorships,
      corporations, partnerships and limited liability companies.
Estate planning and inheritance tax law
      Wills, Trusts and sophisticated estate planning arrangements.
Tax compliance and tax litigation

Admitted to Practice

Washington State Supreme Court, 1971
Appellate Division of Supreme Court, State of New York, 1978
United States Tax Court, 1980
Oregon State Supreme Court, 1983

Professional Associations

Oregon State Bar 
Jackson County Bar Association
Washington State Bar Association
New York State Bar 

Professional Affiliations

Rogue Valley Medical Center Foundation, 1992 - 2002
Southern Oregon University Foundation, 1993 - 2000
Mt. Ashland Association, 1992 - 1998
     President from 1992 - 1995