Jonathan Mishkin

Jonathan D. Mishkin, LL.M. is an affiliate expert in the Lake Oswego, Oregon office of Bates Group where he utilizes his extensive background in domestic and international taxation to consult and provide expert witness testimony on complex financial matters involving the federal/state/local/international tax consequences of securities transactions.

Mr. Mishkin has an economics and political science degree from the University of Pennsylvania. He received his Juris Doctorate from the University of Oregon School of Law, and an LL.M. in Taxation from the Georgetown University Law Center, where he served as the Graduate Tax Policy Scholar advising the United States Congress on matters of tax policy and legislation.

Mr. Mishkin is an Adjunct Professor at the University of Oregon School of Law where he teaches Tax Practice and Procedure (audit defense) and is an instructor on various tax courses for graduate students at Portland State University. Mr. Mishkin is also a member of the Estate Planning Council of Portland and serves on the boards of various charitable organizations. He has lectured extensively and has written articles in his field of specialization.

Jonathan Mishkin

A Consultant and subject matter expert in these services:

Securities and Financial Services Litigation & Consulting
- Retail
  - Securities and Financial Services Litigation & Consulting
  - Alternative Investments
  - Annuities
  - Income Tax
  - Real Estate Investment Trusts - REITs
  - Trusts
  - Trust Investments
  - 401K/Pension/Retirement
  - ERISA
- Institutional
  - Securities and Financial Services Litigation & Consulting
  - Alternative Investments
  - Annuities
  - Income Tax
  - Real Estate Investment Trusts - REITs
  - Trusts
  - Trust Investments
  - 401K/Pension/Retirement
  - ERISA

Credentials

EXPERIENCE

Law Office of Jonathan D. Mishkin, Portland, Oregon, Principal Owner – Estate Planning, Business and Taxation/Tax Controversy, April 2011 - Present

Harrang Long Gary Rudnick PC, Portland/Eugene, Oregon, Of Counsel – Estate Planning, Business and Taxation/Tax Controversy, November 2008 - April 2011

Fulbright & Jaworski, L.L.P., Houston, Texas, Associate Attorney - Federal Tax and Estate Planning, April 2005 - August 2008

McGladrey & Pullen, L.L.P., Las Vegas, Nevada, Federal Tax Manager, May 2003 - February 2005

Deloitte & Touche, L.L.P., Washington National Tax Office, Washington, D.C., Federal Tax Senior Associate – Mergers & Acquisitions, May 2001- March 2003

Expert witness testimony provided in: (i) divorce cases concerning asset division and tax consequences; (ii) trustee-beneficiary disputes concerning trust administration; and (iii) negligence and fraud concerning CPA preparation of tax returns/tax positions taken (preparer penalty cases).
Regularly represents companies and individuals in virtually all aspects of tax planning and controversy resolution before federal and state taxing authorities including litigation in tax, district, and appellate court. Representative cases include: (i) tax shelter defense; (ii) 100% employment tax penalty; (iii) income tax and fiduciary liability; (iv) fraud and negligence; (v) income reconstruction; (vi) tax-free exchanges; (vii) securities and derivatives; and (viii) estate/trust disputes.
Regularly represents closely held businesses regarding the income, gift, and estate tax consequences of formation, reorganization, division and liquidation; tax-efficient structuring of sales/purchases; tax-efficient transfers of ownership interests; drafting buy-sell and cross-purchase agreements; and for proposed transactions involving significant issues, the filing and obtaining of advanced letter rulings from the IRS National Office.
Regularly represents high net worth individuals and their business interests in all aspects of estate planning and tax mitigation planning; typical structuring involves use of limited partnerships/limited liability companies, irrevocable trusts, GRAT’s, QPRT’s, SCIN’s and other “freeze techniques.”

EDUCATION & PROFESSIONAL QUALIFICATIONS

Georgetown University Law Center, Washington, D.C., LL.M. in Taxation, 2001, Graduate Tax Scholar Fellowship Recipient

University of Oregon School of Law, Eugene, Oregon, JD, Concentration: Estate Planning & Business Planning, 2000

University of Pennsylvania, Philadelphia, Pennsylvania, BA, Economics & Political Science, 1997

Admitted to practice law in Oregon, Texas, and Maryland

Admitted to litigate in tax and district court

Member – Estate Planning Council of Portland

Member – Taxation and Estate Planning Sections of Oregon Bar

Board Member – Oregon Humane Society

SPEAKING ENGAGEMENTS / PARTICIPATIONS

NADE 2016: "Practical Tips for Expert Witnesses: Deposition, Testimony and Developing Effective Cross-Examination of Opponent Expert

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