New York Practice and Procedure: Handling a NY Tax Case from Start to Finish (Completed)

The NYS Department of Taxation and Finance is one of the most, if not the most, aggressive and sophisticated taxing agencies in the nation. While many audits are resolved at the audit stage, disputed audits can proceed to either a conciliation conference or to a hearing before an administrative law judge. Knowing how to work through an adversarial proceeding, including a thorough knowledge of practice and procedure, is a must. In this course, we will cover all aspects of handling a New York tax case from the audit all the way to an appeal before the State’s highest court.

Join Hodgson Russ LLP for a seven week Tax Series covering the most important New York State Tax Issues of 2020. Hodgson Russ’s experienced tax attorneys will provide insight into some of the most critical tax issues today, including what’s happening in state tax after the Wayfair decision, the impact of the COVID-19 and TCJA, New York State law changes and residency hot topics.

Who Should Attend
CPAs in public practice, attorneys who work with state tax issues, and all who are responsible for handling state tax audits in their organizations.

Topics Covered

• The Audit Process
• Conciliation Conferences
• Taking a Case to the Division of Tax Appeals
• Judicial Review of a State Tax Decision
• Bypassing the Administrative Process

Learning Objectives

• Recognize and gain a practical understanding of the New York state tax audit, controversy and litigation processes
• Identify the types of Tax Department notices that give rise to statutory rights of appeal and how to exercise those rights to protect the taxpayer
• Differentiate between potential avenues for resolving a disputed audit

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None