Tax Attorney Jonathan D. Mishkin, P.C. - Portland, Bend and West Linn Offices
Tax and Estate Planning Attorney
A respected tax attorney and University of Oregon adjunct instructor of law in taxation, Jonathan Mishkin capably represents clients in tax controversy. Structuring affairs to minimize Oregon and IRS tax exposure, he is intricately familiar with spousal exemptions, annual gifting and trust use, intentionally defective grantor trusts (IDGT), grantor retained annuity trusts (GRAT), qualified personal residence trusts (QPRT) and self-canceling installment notes (SCIN).
As the IRS and Oregon Department of Revenue commonly scrutinize these estate planning instruments, Mr. Mishkin can anticipate their challenge and prepare you for an effective IRS tax audit defense.
Further, when designing estate plans, Mr. Mishkin focuses on reducing the risk of audit through his experience in defending other attorneys’ estate plans.
Tax Disputes, Sophisticated Estate Planning, Tax Planning and Business Advice for Small and Medium Businesses
Mr. Mishkin is your trusted, cost-effective legal partner serving the communities of Portland, Bend and West Linn for tax disputes, estate planning, tax planning and closely held business advice helping you, your family and your business thrive.
In diverse tax disputes, Mr. Mishkin represents business owners, corporate executives, other professionals and high-net-worth individuals in U.S. Tax Court and U.S. District Court litigation. He also helps individuals settle back taxes with the IRS and Oregon Department of Revenue. Providing income, estate planning and corporate tax planning services, Mr. Mishkin helps small businesses and double-income families minimize federal and state taxes on homes, retirement and other investments. He further assures you protect and smoothly transfer your assets onto your loved ones through sophisticated trust and corporate vehicles. Additionally, Mr. Mishkin advises closely held and family-owned businesses on identifying legal risks and satisfying objectives. As a business lawyer able to think like a businessperson, he can cost-effectively counsel you on a full range of vital legal services, from family succession planning to shareholder disputes, with the utmost respect.
Learn more about Mr. Mishkin’s tax practice areas.
Business Attorney for Small Business Law
A business attorney, Jonathan D. Mishkin, P.C. provides outside business law counsel for many small- and medium-sized businesses (SMB). He advises on general business law matters, lending, finance and tax matters, whether you are a family business, small business, emerging or middle-market company, partnership or limited liability company (LLC). By drawing on extensive knowledge and experience in these areas of law while closely partnering with you, he can help you practically, punctually and affordably overcome legal challenges in today’s business climate.
Mr. Mishkin is able to offer flat-fee structuring for many corporate projects promoting transparency and trust with his clients.
Tax, Estate and Business Attorney Nicole Erickson
Nicole B. Erickson specializes in estate planning, tax planning, and closely held business matters serving clients from offices in Portland and Bend. She delivers timely and practical results that give clients the freedom to focus on what matters most. She brings ten years of sophisticated estate planning and probate experience to our law firm.
Learn more about Nicole B. Erickson