Background

Michael Lortz won’t go so far as to call himself a prodigy, despite being the youngest Shareholder in the firm’s history. He attributes his success, in part, to having grown up quickly in the industry, one in which he’s been working since he was 15 years old, an age when most kids are still getting by on allowances. “My father helped me land what was supposed to be a summer job doing administrative work for a small CPA firm. Soon I was handling the clients’ payroll, which I continued to do after school started again. I never looked back.”

Whether in the office or visiting a client, Michael is known for the sense of calm he brings to his work, along with a sharp, quick intellect. Even though Michael found his career path at a young age, he doesn’t expect others to follow suit, even if it means they’ll look around for a while. “I trust the adage that you shouldn’t try to mold people to become who you are. You have to help them focus on their strengths so they can become their own person. If you do, they’ll find their path, and they’ll be glad you were there to support them.”

Michael is a frequent speaker on a variety of tax-related topics including recent developments, real estate transaction planning, and business transition planning.

Professional Organizations

American Institute of Certified Public Accountants

Oregon Society of Certified Public Accountants

Legacy Health System, Allied Professionals Council

NAIOP Commercial Real Estate Development Association, Oregon Chapter, Member

COMMUNITY INVOLVEMENT

Reformation Covenant Church, Elder
City Club, Finance Committee, Past Member
King’s Academy, Past President
Love in the Name of Christ of Clackamas County, Oregon, Past Chair
Noble Institute for Leadership Development, Past Director

RECOGNITION

Named to Portland Business Journal’s “Forty Under 40” list
Oregon Award Recipient – 2002 Uniform CPA Examination

EDUCATION

Bachelor of Science in Business Administration, major in Accounting, University of Idaho, 2002, GPA 4.0
Certified Public Accountant, Oregon
LEED Accredited Professional

Key To Success

“Deliver on time, and deliver what you say you’ll deliver.”

SPECIALIZATIONS

Succession planning

Renewable energy

High net worth individuals

Tax credits

Incentives for design firms