CW Post Tax Institute - August 23, 2010 and August 27, 2010
Mark Stone will be moderating the Tax Institute on New York State Tax Controversies and IRS Tax Controversies. There will be speakers from the Taxpayer Advocate from New York State and the Internal Revenue Service, as well as many other speakers. Seminars will take place at Lorber Hall room 10 at Long Island University, CW Post Campus at 720 Northern Boulevard, Brookville, NY. For registration materials, please call Vinnie Simon at 516-299-2513. One 8 hour program (8 CPE Credits) is $225 (including refreshment breaks and lunch) or both full day programs cost $425.

November 19, 2010

Mark Stone will be speaking at the NCCPAP Tax Symposium on "101 Sales Tax Answers". From 1:15 - 2:55 at Cresthollow Country Club in Woodbury, hear Mark answer all of the pertinent sales tax questions accountants and businesses have. Please contact Kathy Casey at 516-997-9500 Ext. 3 to register.

Recent Success:
$60,000 Assessment Cancelled and replaced with a $2,000 REFUND! The Government recently pursued a Taxpayer for back taxes as a responsible person for a company. However, the Taxpayer was not an officer of the company, did not have the responsibilities of an officer, and did not hold himself out to be an officer. The Government refused to listen and held him personally responsible for the “trustee” taxes owed by the company. (Trustee taxes are generally sales taxes and payroll withholding taxes.)

Sales Tax Defense LLC knew what documentation to obtain from the Taxpayer. We presented the documentation to the Government at a hearing to dispute the responsible person assessment. In addition we continued speaking with tax department representatives. Not only did we get the Government to agree that the Taxpayer was not responsible for the taxes owed by the Company, but the Government also agreed to return the money it kept from the Taxpayer’s personal income tax refund for the past two years.

Note: Nothing on this website should be interpreted to be legal, tax, or accounting advice. Every business or person should obtain detailed advice as applied to a specific transaction or hypothetical fact pattern.