State Tax Litigation: Administrative and Non-Administrative Remedies (Completed)

State tax departments are becoming increasingly aggressive and sophisticated in their audit and enforcement activities, bringing state tax controversies to the forefront for many tax practitioners and businesses. Often cases are resolved at the audit stage. Sometimes this is not possible, forcing taxpayers to seek resolutions through the appeals process. Knowing how to navigate these adversarial proceedings, including a thorough knowledge of practice and procedure, is a must.

This two-hour CPE course provides an overview of different aspects of handling complex state tax cases at different points in the controversy process. The presenters, state tax attorneys from Hodgson Russ LLP Andrew W. Wright, Esq., Ariele R. Doolittle, Esq., and Michelle M. Helm, Esq., focus their practices on state tax controversies and appeals and bring significant experience in this area. They will discuss different considerations and approaches for handling both administrative and non-administrative state tax controversies and appeals.

Who Should Attend
All CPAs, enrolled agents, tax return preparers, tax attorneys, corporate attorneys, and other practitioners who advise on multistate tax issues will benefit from this insightful webinar.

Topics Covered

• The Audit Process
• Administrative Protests and Appeals
• Judicial Review
• Tax Planning to Minimize Audit Exposure
• Using Freedom of Information Laws to gain agency records

Learning Objectives

• Gain a practical understanding of state tax audit, controversy and litigation processes
• Identify the types of notices that give rise to statutory rights of appeal and how to exercise those rights to protect the taxpayer
• Understand the different potential avenues for resolving a disputed state tax matter, including administrative and non-administrative remedies
• Identify settlement opportunities
• Discuss best practices for concluding contested audits and preserving appeal rights
• Recognize tax litigation hazards
• Understand procedural aspects of state tax appeals

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None