Certified Public Accountants
The Anatomy of Resolving State and Local Tax and Incentive Audits, Claims and Appeals - Morning Course

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Online Registration Form

Date: June 06, 2018
Location: German American Society, Omaha
Course Time: 8:30 AM - 12:00 PM
Registration Begins: 8:00 AM
Certain specific steps need to be carefully taken or avoided before, during and after a State or local tax or incentive audit, refund claim or appeal to achieve the best results. This program will address 15 key strategies to deploy and 12 pitfalls to avoid.
Learn and understand the strategic and tactical steps needed to resolve State or local tax or incentive audits, assessments, protests, appeals, claims and other disputes.
* Strategic and tactical steps to take * Pitfalls to avoid * Sales, use, income, and property taxes covered * Avoid taking the wrong position that will threaten your audit, claim or appeal * Setting the strategy up front by "beginning with the end in mind" * How the protest or refund claim is actually the first official legal pleading in your tax case and how it sets the course to winning, losing or settling * Preserving data and testimony before, during and after the audit * Seeing how the wrong start in an audit or refund claim can send the entire case in the wrong direction * The top practitioner mistakes that are costing taxpayers * Frequent documentation mistakes made during audits * Whether to agree to sampling * When to object to document requests * When to extend the statute of limitations * When to engage the expert witness * When and how to change company practices to avoid repeat issues * Avoiding state tax and incentive issues before business deals are signed * Avoiding tax audit issues in the purchase or sale of a business * Resolving Nebraska capital gain exclusion issues * The key to winning special apportionment requests * Knowing how to win nexus issues * Resolving software license issues * Addressing data center and security issues * How to obtain penalty abatement * When and how can interest be abated * Preserve and document necessary facts * Knowing when state tax counsel should assist "behind the scenes" during the audit * When to engage state tax counsel before, during and after the audit or claim * Avoiding unauthorized practice of law issues * Knowing what facts are admissible and which are not * How to win. How to lose. How to settle * Thinking through the "what ifs" of every audit or claim * When you must request a hearing to preserve this critical option on appeal * Preserving taxpayer privileges * Protecting work product * Understanding the mindset of Nebraska Department of Revenue or local tax authority * Understanding the mindset of the hearing officer * Negotiation mindset and strategy * Options for appeals
Who Should Attend
Any tax professional in industry or public practice who is involved in State or local tax or tax incentive audits, assessments, appeals, protests, applications, refund claims, exemption claims or other disputes.

Course Level Intermediate
Prerequisites None
Course IDRSLT4
Discussion LeaderNick Niemann & Matt Ottemann, McGrath North Law Firm
CPE Credit4 Hours
Additional Information: Lunch is included if registered for both courses (RSLT4 & PRP4) on same day. Parking is available on-site.
Fee: $135 - Society Member
$165 - Society Nonmember
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