Tax Attorney Bend, Oregon

Tax Litigation

Looking for help with tax litigation? Look no further than tax attorney Jonathan D. Mishkin! With over 22+ years of experience litigating all kinds of tax controversies, from individual tax disputes to the biggest corporate deficiency and refund cases, he's got the expertise you need.

Sometimes you just can't avoid a legal battle with the IRS or the Oregon Department of Revenue. Maybe the money at stake is too much to settle, or there are disagreements about the facts or interpretation of the law. That's where Mr. Mishkin comes in, ready to help you get the results you're after.

But Mr. Mishkin knows that litigation can be costly, so he works closely with his clients to identify the key issues at play and focus his efforts accordingly. He may even start preparing while the audit is still going on, so he's ready to negotiate a favorable settlement or argue your case with maximum effectiveness. Whether he's presenting the facts and the law in court or working to settle a dispute out of court, he'll always be fighting to get you the best possible outcome.

Tax attorney Jonathan Mishkin with a client in the Bend location office

Tax and Tax Controversy

Looking for a top-notch tax attorney who can help you navigate the complexities of tax law and represent you in disputes with the IRS or the Oregon Department of Revenue? Look no further than Jonathan Mishkin!

As a specialist in tax and tax controversy, Mr. Mishkin has the expertise and experience to advise and represent taxpayers in all stages of the tax controversy process, from initial audit administration to court litigation. His practice is distinguished by his comprehensive offering of:

  • Substantive expertise in diverse sophisticated tax issues
  • Deep knowledge of tax procedure
  • Extensive experience in correspondence with the IRS, Oregon Department of Revenue, and U.S. Department of Justice
  • Proven success in tax dispute resolution

Whether you're a business entity, estate, trust, individual, or non-profit corporation, Mr. Mishkin can help you resolve domestic and international tax issues related to income, estate and gift, employment, excise, and tax-exempt entities. And as a trusted business and trust tax lawyer, he'll be there to assist you every step of the way, from initiating audits and preparing protests to negotiating settlements and litigating cases in U.S. Tax Courts and U.S. District Courts.

But don't worry about the cost and exposure of tax court litigation - Mr. Mishkin always tries to avoid it whenever possible. Instead, he'll counsel you and draw on his deep familiarity with substantive, procedural, and evidentiary rules to help you develop a coherent, consistent strategy for obtaining your desired outcome.

And if you're facing an IRS inquiry at the earliest stages of a tax audit, Mr. Mishkin can help you respond and identify potential settlement opportunities to maximize your leverage while preparing for litigation if necessary.

So whether you're just starting to experience tax controversy or you need someone to help you pick up the pieces after your CPA or corporate counsel has failed, Mr. Mishkin will explore every way to resolve your tax issues and fight for your rights.

Areas of Expertise

  • Wills / Trust planning
  • Gifting strategies and techniques
  • International estate planning, including offshore trusts
  • Life insurance planning
  • Charitable giving and entities
  • Succession planning for business owners, including buy-sell agreements
  • Estate administration and probate
  • Estate and gift tax audit defense
  • Trust and estate tax dispute litigation for any aspect

Closely Held Business Counsel

Mr. Mishkin counsels closely held businesses, whether owned by family or non-family shareholders, on varying legal and business issues. Witnessing the legal problems owners face every day, Mr. Mishkin designed his closely held business services to solve people problems. Thus, he counsels you to meet business goals based on your personal and professional ethics, style, approaches, risk tolerance and priorities. By getting to know you and your past experiences, he can help you facilitate effective problem solving.

Whether you make suits, sell software, build houses or log trees and are one patent away from an IP or one class action away from a disaster, you need a plan. Fully understanding family business, Mr. Mishkin develops this plan with you through the services:

Strategic Planning

  • Asset-protection planning
  • Management structure analysis
  • Succession planning for owners

Governance

  • Corporate and partnership control device development
  • Minority-shareholder evaluation
  • Management succession planning
  • Ownership and management restructuring

Personal Wealth Management

  • Estate planning
  • Buy-sell agreement arrangement
  • Tax planning and compliance
  • Personal charitable foundation management

Finance

  • Loans, letter of credit and finance lease transactions
  • Venture capital and other private equity transactions
  • Structured finance transactions

Mergers, Acquisitions and Dispositions

  • Strategic acquisition expansion advisory
  • Sell-out advisory
  • Spin-off and spin-out advisory
  • Transaction tax consequence analysis
  • Financial adviser search and support

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