State Tax Audit Strategies and Best Practices
email to a friend
About
This Course
State tax audits can be tricky and stressful for attorneys and their clients. With the help of this program, attorneys will learn to navigate the process with ease and finesse. This program covers state tax audit strategies and best practices while being mindful of the potential for litigation. Participants will learn best practices for document retention, strategies for responding to auditors and audit assessments, the scope and limit of privileges, and the litigation process. An emphasis on the relevance of attorney-client privilege and work product doctrine in state tax audits will also be provided.
This program is useful for tax lawyers who handle audits and controversy and also helpful for in-house non-tax lawyers who are responsible for tax litigation.
Learning Objectives:
- Incorporate tax audit strategy into litigation
- Respond well to auditors
- Organize and retain documents before, during, and after state tax audit
- Understand the scope and limitation of various legal privileges
Production Date: 3/26/2024
About the Presenters
Aliza Sherman, Esq.
Stevens & Lee
Practice Area: Taxation
Aliza represents clients in a variety of state tax matters, including corporate income, franchise, sales and use, realty transfer and personal income taxes. Her experience from working in accounting firms, as in-house counsel and as an attorney handling complex state tax litigation provides her with a comprehensive perspective to handling state tax matters. Aliza assists clients with state tax audits, administrative appeals and, when necessary, litigation. She has represented clients in state tax controversy matters before the New Jersey Tax Court, New Jersey Appellate Division, New York Division of Tax Appeals and Tax Appeals Tribunal, New York Appellate Division, Pennsylvania ...
View Details