State Tax Audit Strategies and Best Practices

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