About Us

OVERVIEW

Every day, taxpayers make important business and personal financial decisions that can affect their tax burden. At Isaacson & Wilson, P.S., our primary goal is to ensure that our clients are well informed on the tax consequences of their decisions and are given the opportunity to consider alternate approaches aimed at reducing their tax burden and even obtain additional tax refunds.

Isaacson Wilson, P.S. is comprised of experienced attorneys who provide clients with the highest standard of personalized service in the areas of taxation and securities law.

In all matters, we undertake to represent each of our clients as we ourselves would want to be represented. As lawyers, we each commit to excel in our individual area of expertise and provide our clients the full benefit of our knowledge, ability and effort.

Contact Isaacson Wilson, P.S. today to arrange your consultation with our experienced attorneys about your legal matter.

SERVICES

DERIVIUM TAX TRANSACTION AUDITS

We defend against IRS claims regarding loan transactions through Derivium Capital. We evaluate each loan arrangement based on the financial contracts and the facts and circumstances of each individual transaction. For more information or a private and confidential preliminary meeting please make an appointment with Brian Isaacson.

TAXATION OF STOCK OPTIONS

We help clients who have exercised employee, nonqualified or incentive stock options to obtain a refund and or abatement of taxes based upon arguments of law relating to alternative minimum tax credits (AMT), stocks exercised by utilizing company debt, insiders subject to Section 16(b) liability, and stock which was subject to a substantial risk of restricted from being traded in any manner. For more information, or to discuss the tax treatment of your stock option or restricted stock, please feel free to contact Brian Isaacson.

INVESTOR FRAUD LOSS

We pursue litigation on behalf of investors against brokers, financial advisors, brokerage firms, and investment advisors. Through our investor fraud loss litigation, we have assisted many investors recover losses from stocks, bonds, mutual funds, variable annuities, and other investments as a result of broker or financial advisor misconduct. For more information regarding loss that you may have incurred as a result of fraud, please contact Mark Wilson.

ATTORNEYS

BRIAN ISAACSON
As a partner at Isaacson Wilson, P.S., Brian G. Isaacson focuses his practice on Tax Planning and Litigation. Mr. Isaacson has over a decade of experience in tax and has represented a number of 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.

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 J. Wilson focuses his practice on investor fraud losses.

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