CLE on Common Issues in State Tax Practice


State taxation issues are extremely difficult to deal with – far more so than dealing with IRS tax issues. It is an incredibly vast subject and very few legal practitioners are skilled in this practice area because it requires a high knowledge bar. And even for a skilled tax practitioner, there are always new challenges, problems and issues that arise in everyday practice.

This CLE course will cover the gamut of income tax collections issues while focusing on payroll and sales tax audits.

Sam Brotman of Brotman Law will primarily discuss state vs. federal tax controversies, specific payroll & sales tax specific collections issues, Employment Development Department (EDD) audits, Board Of Equalization (BOE) audits and potential penalties. While Sam uses California as a model state for his discussion, California is modeled after the federal system like many states and attorneys around the country can benefit from his practical knowledge and expertise of the subject. To access the course please click here: Common Issues in State Tax Practice.

Additional subjects covered:

  • Voluntary & involuntary compliance
  • Priority of assets
  • How states locate missing tax debtors & assets
  • Installment agreements
  • Liens
  • Discharge
  • Warrants
  • Orders to withhold
  • Missing year returns
  • Administrative hearings
  • Record keeping requirements
  • Independent contractor vs. employee issues
  • Audit plans
  • Sales & use tax audits
  • Evasion penalties

Samuel D. Brotman is the founder of Brotman Law. His practice primarily centers on all aspects of tax litigation and criminal and civil tax controversies in front of the IRS, Franchise Tax Board, Employment Development Department, Board of Equalization, and various other state and local tax agencies. Although a strong proponent of early stage tax resolution, Sam’s practice is uniquely tailored to assist clients in all phases of their tax controversy.

This CLE course is offered in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • Missouri (MO)
  • New Hampshire (NH)
  • New Jersey (NJ)
  • New York (NY)
  • North Dakota (ND)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers CLE for attorneys in California and around the country. For more information about CLE in California please click the following link: CA CLE.