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Handling a New York Residency Audit

5 (3)

Timothy Noonan,  Law

Hodgson Russ LLP

Wednesday, December 04, 2019 | 01:00 PM EDT

  • CPA
  • EA

1 Credit


Subject Area


Course Description

Residency audits have generated more than $1 billion for NY coffers. Because taxpayers tend to fall into several traps that result in residency audits, this session will provide basics tips for New Yorkers to improve their tax returns and better navigate a residency audit should they be faced with one.     

Learning Objectives

  • Understand and apply two residency tests: Domicile in NY and
  • Convey details of   phrase
  • Discuss highlights of relevant residency/non-resident cases: Patrick, Blatt, Sobotka, Gaid, Wynne,
  • Enumerate how day counts work and the factors auditors take into account when calculating  day counts. Identify what records  contribute to clear and convincing evidence. Even part of a day
  • Identify tips for dealing with auditors and bearing burden of proof.

Who Should Attend?

  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Young CPA


    [no_of_record] => 3
    [average] => 5.0000