Defended a high-net-worth individual in a complicated residency audit involving domicile before the New York State Department of Taxation and Finance. Residency issues are heavily scrutinized and often difficult to resolve favorably. The audit concluded with a “No Change” result, with all proposed adjustments canceled.
Assisted a prominent recording artist in resolving unfiled tax returns through a New York Voluntary Disclosure Agreement (VDA) program, saving significant penalties.
Represented an individual taxpayer before New York’s Bureau of Conciliation and Mediation Services (BCMS) in connection with a Schedule C airplane leasing business. Schedule C businesses, in particular those involving certain types of leasing activities (including airplane leasing), carry significant audit risk and are often subject to close scrutiny. Assessment was fully canceled with a “No Change” result, a complete win for the client.
Successfully defended an individual taxpayer with a Schedule C horse leasing business. Schedule C businesses, in particular those involving certain types of leasing activities (including equestrian ventures), carry significant audit risk and are often subject to close scrutiny. Audit was closed with a “No Change” result, a complete victory for the client.
