On Demand Audio

New York Income Tax Resident Status, Implications, Determination & Appeals (Update)

(125 reviews)

Produced on December 06, 2018

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Course Information

Time 51m
Difficulty Beginner
Topics covered in this course: Tax

Course Description

The determination of resident status has significant income tax implications in New York State and New York City. Join attorney Richard W. Goldstein of Baker Tilly for this timely update to his program addressing the determination, implications, and appeals of income tax resident and nonresident status.

In this program, he will cover resident status planning, the tax audit process, audit defense, and the appeals process for adverse audit determinations. He will also address the methods that are used to audit taxpayer resident status and proactive measures you can take to ensure the best tax outcomes for your client.  

Learning Objectives:

  1. Break down fundamental differences between resident and nonresident income taxation in New York and appreciate the distinction between “statutory residence” and “domicile”
  2. Discover proactive measures that will reduce the likelihood of your client becoming a New York City or New York State resident
  3. Identify methods used by New York to audit taxpayer resident status
  4. Address the nuances of the New York State and City income tax appeals process

Credit Information

After completing this course, Lawline will report your attendance information to {{ accredMasterState.state.name }}. Please ensure your license number is filled out in your profile to ensure timely reporting. For more information, see our {{ accredMasterState.state.name }} CLE Requirements page . After completing this course, {{ accredMasterState.state.name }} attorneys self-report their attendance and CLE compliance. For more information on how to report your CLE courses, see our {{ accredMasterState.state.name }} CLE Requirements FAQ .


Richard W. Goldstein

Baker Tilly

Attorney Richard W. Goldstein has been practicing in the field of State and Local tax with emphasis on New York State and New York City tax matters as well as New Jersey and Connecticut tax matters for more than 26 years. His clients include medium to very large multinational business and high net worth individuals. He has significant experience representing clients in audits and in tribunals and courts. He has represented clients in tax court in New York, New Jersey, Connecticut, and Virginia. A sample of tax matters that he routinely handles includes, real estate transfer tax, personal income tax, corporate income tax, sales and use tax, escheat, hotel occupancy tax, and commercial rent tax. He is a managing partner of Goldstein Jones LLP and can be reached via phone at (646) 776-6100 or via email at richard.goldstein@bakertilly.com.


Richard W.

Really enjoyed it.

Jesse L.

Good stuff.

Paul P.

Thank you.

Katherine D.

Great content

Eric C.

This had personal as well as professional value; I liked it. Very common-sensical.

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