Brian Isaacson

As a partner at Isaacson & Wilson, P.S., Brian Isaacson focuses his practice on Tax Planning and Litigation. Mr. Isaacson has more than a decade of experience in tax, and has represented various cases regarding the alternative minimum tax (AMT), exercise of stock options that resulted in unfavorable tax effects, as well as the tax consequences of other financial transactions. Mr. Isaacson has also been an active member of the Washington Society for Certified Public Accountants, the American Bar Association Section of Taxation. He is also the Seattle Chapter President of the CPA Attorney Association.

Recent Articles:

• Tax Court Jurisdiction and Code Sec. 6330 Challenges: A Need for Clarification
  Journal of Tax Practice & Procedure  Feb-Mar 08

Admissions:

• U.S. Court of Appeals for the Ninth Circuit
• U.S. Court of Appeals for the Fifth Circuit
• U.S. Court of Appeals for the Second Circuit
• U.S. Court of Appeals for the Federal Circuit
• U.S. Court of Federal Claims
• U.S. District Court for the Western District of Washington
• U.S. Tax Court

Education:

• University of Miami School of Law, LL.M. in Real Property Development and Finance, 1995.
• University of Denver School of Law, LL.M. in Taxation, 1994.
• Seattle University School of Law, J.D., 1993.
• Saint Martin's College, B.A. Accounting, 1988.

Reported Cases:

• Nield and Linda Montgomery v. Commissioner of Internal Revenue, Docket No. 16864-02L.

Published Opinions:

• Montgomery v. Comm'r Internal Revenue, U.S. Tax Court, Docket 16864-02L, 122 T.C. No. 1, January 22, 2003; Montgomery v. Comm'r Internal Revenue, U.S. Tax Court, Docket 633-05, 127 T.C. No. 3, August 28, 2006; Cidale v. U.S.A., U.S. District Court for Western District of Texas Austin Division, No. A04-CAj-66LY, August 12, 2005; Palahnuk v. Comm'r Internal Revenue, U.S. Tax Court, Docket 12015-05, 127 T.C. No. 9, October 11, 2006; Kadillak v. Comm'r Internal Revenue, U.S. Tax Court, Docket 2860-04L, 127 T.C. No. 13, November 7, 2006; Merlo v. Comm'r Internal Revenue, U.S. Tax Court, Docket 21538-03, T.C. Memo 2005-178, July 20, 2005; Racine v. Comm'r Internal Revenue, U.S. Tax Court, Docket 17633-04, T.C. Memo 2006-162, August 14, 2006; U.S.A. v. Tuff, U.S. Court of Appeals for the 9th Circuit, No. 05-35195, December 4, 2006, on appeal from U.S. District Court for Western District of Washington, No. CB-04-00570-TSZ; Swartz v. KPMG, LLP and Presidio Advisory Services Inc.; Deutsche Bank AG' Deutsche Bank Securities, Inc., U.S. Court of Appeals for the 9th Circuit, No. 05-35167, February 12, 2007, on appeal from the U.S. District Court for the Western District of Washington, No. CV-03-01252-MJP; Spitz v. Comm'r Internal Revenue, U.S. Tax Court, Docket 4075-05, T.C. Memo 2006-18, August 15, 2006; Hilen v. Comm'r Internal Revenue, U.S. Tax Court, Docket 21768-02, T.C. Memo 2005-226, September 29, 2005; Facq v. U.S.A., U.S. District court Western District of Washington, No. C03-3851C, January 6, 2005; Miller v. U.S.A., U.S. District Court Northern District of California, No. C04-00522JSW, November 22, 2004; Palahnuk v. U.S.A., U.S. Court of Federal Claims, No. 04-1513T, February 28, 2006. Member, Washington Society of Certified Public Accountants.

Mark J. Wilson
As a partner at Isaacson & Wilson, P.S., Mark Wilson focuses his practice on investor fraud losses.

Steven M. Graham
As a staff attorney at Isaacson & Wilson, P.S., Steve Graham is also a Certified Fraud Examiner.