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DOES ANYBODY RESIDE HERE? REPRESENTING TAXPAYERS IN NYS RESIDENCY AUDITS

CPE Processing Fee$10.00
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE1.0
Subject AreaTaxes
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateJun 21, 2019
Date OfferedAug 07, 2019
Course Description

One of the most complex and ambiguous terms in the NYS Tax Law is “residency.” A myriad of facts, circumstances, and evidence can affect the determination of whether a taxpayer is an NYS “resident.” Based on the tax dollars involved, it is no wonder that NYS aggressively pursues the issue at audit, at administrative hearings, and in court. This panel discusses recent developments in the law and procedures affecting NYS residency audits and provides tips for practitioners trying to prove that their clients are not NYS residents.

Learning Objectives

  • Identify rules, procedures, and issues related to New York State residency audits for tax purposes.

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Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 0:19:00 minutes
QUESTION 2: 0:46:00 minutes
QUESTION 3: 1:00:00 minutes
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Tenenbaumlaw

An attorney for over 30 years, Karen founded Tenenbaum Law, P.C., which helps individuals and businesses facing IRS and New York State tax problems. Karen and her team have successfully represented clients in matters including:

  • Federal & State Audits
  • IRS Appeals & NY State Conciliation Conferences
  • Federal & NYS Collection Issues, including Liens, Levies, Warrants & Seizures
  • Offers in Compromise and Installment Agreements
  • Responsible Officer Assessments
  • NYS Residency Audits
  • NYS Voluntary Disclosure

Karen is a frequent speaker on IRS and NYS tax issues for numerous professional groups on topics such as New York State residency, IRS and NYS collections, and more. Karen’s knowledge and leadership have established her as a leading tax attorney in the NY area. Karen was selected as a New York Super Lawyer as a practitioner in Tax Law for the past four years. Karen was quoted in Money Magazine 's article Retire - A Snowbird Flight Plan on residency matters.

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Hodgsonruss

Mark is Chairman of the Firm and concentrates his practice in New York State and New York City tax matters. He has more than 35 years of experience with federal, multistate, state and local taxation -- and may be best known for his public speaking on tax topics. Mark splits his time between the Firm's New York City and Buffalo offices.

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Cbms

Yvonne R. Cort is a Partner at Capell Barnett Matalon & Schoenfeld LLP, where she focuses her practice on resolving Federal and New York State tax controversies.

For over nineteen years, Yvonne has assisted individuals and businesses with IRS and NYS tax matters including New York State and New York City residency audits, IRS and NYS audits and appeals, unfiled returns, income tax, sales tax, withholding tax, responsible person assessments, liens and levies, innocent spouse, voluntary disclosure, installment agreements and offers in compromise.

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Greensklarz

The focus of Attorney Noelle Geiger’s practice is taxpayer representation before the Internal Revenue Service, New York State Department of Taxation and Finance, Connecticut Department of Revenue Services and other state taxing authorities. Attorney Geiger has extensive experience handling state and city Residency Audits which examine domicile, statutory residency, allocation of income, and situations involving potential dual residency.

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Mr. Carzo has 23 years of experience in the New York State Department of Taxation and Finance. He currently serves as the Director of the Audit Division. For the past five years, Joe has served as the Director of the Income Franchise Field Audit Bureau. Joe began his career as an auditor, then joined the Technical Services Division prior to assuming leadership positions in Sales Tax Audit, Processing and the former Client Services Division.

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For nearly 85 years, the NYU School of Professional Studies has been a deeply respected institution of higher education that is grounded in applied learning. It has served as a source of empowerment for individuals from NYC, across the country, and around the world, who aspire to become the next generation of leaders and innovators of industry.

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