Delap Joins Forces With Portland Tax Advisory Firm

Gary Stachlowski, Karen Nelson and their staff at PNW Tax Advisors of Portland, Ore., have joined Delap (FY14 net revenue of $12.8 million) of Lake Oswego, Ore., effective Jan. 1.

Stachlowski assumes the role of PIC of Delap’s high-net-worth tax practice and Nelson assumes the role of principal on Delap’s trust and estate team.

Stachlowski brings to Delap 35 years of tax and leadership experience. He began his career with Arthur Andersen in Seattle, where he became a partner, leading the firm’s tax practices both in Portland and Warsaw, Poland. He later co-founded PNW Tax Advisors in 2006. He works primarily with private companies and their owners in the manufacturing, distribution, real estate and forest products industries. Stachlowski’s experience also includes significant consulting on business, individual, trust and estate taxation and federal, state and foreign tax compliance. He handles complex IRS and state tax audits, consults on real estate investments, business acquisitions and dispositions, as well as family wealth and estate planning.

Nelson, who also brings 35 years of tax experience, is one of the leading estate and trust tax advisors in the region. She worked the majority of her career at KPMG in Portland and later co-founded PNW Tax Advisors in 2006. She works with corporate executives, individuals, family partnerships and trusts/estates, working closely with each client to achieve their unique family and financial goals. She also represents clients in IRS exams, assists executives with stock compensation matters, and provides tax consulting for complex transactions.

Stachlowski says, “As our client base continued to expand, we started to look for potential partners to add to our firm’s resources and capabilities. It was clear in my mind that Delap provided us the best team and culture to serve our clients now and into the future.”

Alex Corrigan, the CEO of Delap says, “With the addition of Gary, Karen and their team, we are even more confident in our ability to help Delap clients win in their markets both today and in the years to come.”