Ian Isaacson Email & Phone Number

Saint Paul, MN, US

Saint Paul, MN, US

US

US

Mergers & Acquisitions Tax

Chicago, IL, US

• Perform state and local tax due diligence of target companies operating in a wide variety of industries.
• Completed over 75 deals with purchase prices ranging from a million dollars to over one billion.
• Draft due diligence reports detailing tax exposure areas of the target’s state and local income tax, sales and use tax, property tax, employment tax, and unclaimed property compliance. Reports include complex tax.
• Recently began supervising the work of new SALT associates interested in working in performing tax due diligence. Conduct firm-wide trainings for new and experienced M&A associates.
• Assist with international tax compliance, including workpaper and form preparation.
• Draft detailed transfer pricing reports, including the evaluation of intercompany sales of goods, property, services, and loans using industry and market research, comparative financial benchmarking, and economic.

Chicago, IL, US

St. Cloud, MN, US

• Gained experience in a wide variety of practice areas including: real estate, commercial, environmental, government, banking, probate, and tax.
• Performed detailed research for lawyers and drafted various legal documents such as motions, memorandum, purchase agreements, complaints, and persuasive letters.
• Worked directly with the firm’s clients, from the intake process until the close of the file.

• Researched areas of the law to assist the Judge in making a final adjudication in both civil and criminal settings.
• Observed multiple trials, settlements, and hearings covering a wide array of litigation and reported my thoughts back to the Judge.
• Assisted the Judge’s clerk and court reporter in their various daily activities.

San Francisco, California, US

• Serviced loans to ensure validity and completeness through the use of a strict standard operating procedure.
• Utilized multiple software platforms to investigate and correct deficiencies in legal documentation including: mortgages, assignments, notes and title policies. These corrections required a high level of attention to.
• Prepared promissory notes for large loan sales to various financial institutions.

San Francisco, California, US

• Selected as a member of a small, high performance team designed to contribute ideas and suggestions for improving the overall process and training of the job. Group worked on various projects which were then presented.
• Worked directly with management to institute new changes and fixes to help create a smoother standard operating procedure with measurable progress.

• Researched and analyzed market data to help build models for client portfolios.
• Helped design business plans for multiple departments including financial planning, administration, marketing and client relations.
• Developed strategic marketing campaigns for new and existing clients through a variety of mediums including print, e-mail, and social media.
• Communicated with various wholesalers, financial planners and other industry veterans to learn the best methods for building and sustaining a strong firm..

• Helped create and maintain multiple websites for a company which acts as a seed investor and incubator for entrepreneurs to raise early stage investment.
• Closely monitored market trends for various products to help provide the most accurate, detailed information.
• Assisted in the development of new and unique methods for online marketing through search engine optimization.

Doctor Of Law (J.D.)

B.S., Political Science, Justice Studies, International Studies