Best Practices and Strategies for Winning California Income and Sales/Use Tax Cases

02/17/2011 03:30 p.m. - 05:30 p.m.

State + Local Tax

Morrison & Foerster LLP
1290 Avenue of the Americas
39th Floor
New York, NY 10104


Rachel LaQuercia
(212) 336-4068

As the California Franchise Tax Board and State Board of Equalization have become increasingly aggressive in their collection of state taxes, more and more companies are fighting harder at the audit level and challenging any resulting state tax assessments. Join us for a lively discussion about best practices and strategies for favorably resolving California income tax and sales/use tax matters at the audit, administrative appeal and litigation levels.

Topics Will Include:

  • When is it time to shut down an audit?
  • Can I settle an issue at audit?
  • Is it really worth the effort to develop a case at protest?
  • How do you substantiate a position where documents do not exist or no longer exist?
  • What are the pros and cons of appealing a case through the five-member Board of Equalization?
  • When is it appropriate for a taxpayer or its counsel to speak with members of the Board of Equalization while an appeal is pending before the Board?
  • When is the best time to settle a case?
  • What resolution opportunities exist besides settlement?
  • Is mediation ever used in cases with the FTB or SBE?
  • Are expert witnesses valuable in litigation?
  • What are the pros and cons of taking a case directly to court?
  • Is settling the same as winning?


  • Eric Coffill, Partner, Morrison & Foerster
  • Carley Roberts, Partner, Morrison & Foerster
  • Thomas Steele, Partner, Morrison & Foerster

There is no charge to attend this seminar.

New York CLE credit is pending.

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