accepted report

Reappoint Kim Lohr to the Revenue Division Appeals Board for term to expire December 31, 2026

budget finance
appointment

Department: Revenue Division
Introduced by: Former Mayor Ted Wheeler
Status: Accepted

Impact statement

Purpose & background

The term of Kim Lohr expired on December 31, 2023 and Ms. Lohr has agreed to be reappointed to the Board. This Board position is to be appointed by the Mayor, but subject to the approval of Multnomah County by intergovernmental agreement. This appointment has already been approved by Multnomah County. If appointed, the three-year term would expire on December 31, 2026. Portland City Code section 7.02.295 D requires that appointments to the Board be made to provide an appropriate level of expertise in accounting methods and tax regulations. The potential appointee meets the qualifications required by the code and should serve both the public and the City of Portland well in any matters coming before the Board.

Financial impacts

None. This legislation only relates to the filling of volunteer board positions.

Community impacts

The Board’s decisions only apply to the specific facts and circumstances of a single taxpayer so their decisions are minimally impactful to the community as a whole. Outreach has been narrowly targeted due to the unique qualifications of the Board members (strong expertise in federal, state and local tax laws). However, significant outreach has been conducted toward increasing the diversity of the Board.

▸ Full text (the legislation as adopted)

March 4, 2024 As Mayor, I request Council confirmation of the following appointment to the Revenue Division Appeals Board: Reappointment Term Kim Lohr 1/1/2024 – 12/31/2026 APPOINTEE INFORMATION Kim Lohr Bio: Ms. Lohr is a State and Local Tax Principal with Delap LLP with 30 years of experience in state and local taxation. She has previously worked as a state auditor, the tax departments for several Fortune 500 companies, as well as two other accounting firms. She has a bachelor’s degree in accounting from the University of Washington. She provides state tax education to various entities, including co-teaching a course on state taxation for the Washington State Tax Conference. Statement of Interest: "I am interested in serving on the board to facilitate the timely resolution of appeals and assisting in the application of tax rules in an educated and impartial manner. I look forward to using my expertise to help others in interpreting and understanding the tax rules and regulations." Respectfully submitted, Ted Wheeler Mayor

Tally

5 yea 0 nay