Katy Stone

Experience: Representative Matters: Represented enterprise service provider in Portland Clean Energy Surcharge protest in front of the Portland Revenue Division. : Secured dismissal of a lawsuit for government contractor brought by the City of Portland to collect Portland Clean Energy Surcharge. : Represented foreign healthcare multinational corporation in an Oregon Excise Tax dispute docketed with the Oregon Tax Court. : Represented multinational media company in an Illinois Use Tax dispute docketed with the Illinois Tax Tribunal. : Advised domestic consumer goods startup on multistate payroll tax issues for remote and hybrid workers. : Advised a Fortune 500 company on multistate personal income tax withholding requirements on novel executive compensation. : Advised an employer on income inclusions for private jet and private car services for executives. : Advised a Fortune 500 company on multistate personal income tax withholding requirements for a hostile employee. : Advised an investment company on the intersection of charitable contribution and self-dealing rules. : Advised a company on group exemption and private foundation considerations prior to launching charitable operations. : Advised a foreign charity on federal and state tax issues for domestic 'friends of' organizations. : Advised a foreign company on 409A corrections for U.S. board member compensation. : Advised an employer about preservation of Section 530 relief. : Represented a professional services company in relation to a third-party subpoena in a tax dispute before the U.S. Court of Federal Claims. : Represented a U.S. financial institution in a Massachusetts Excise Tax dispute before the Appellate Tax Board. : Represented a professional services company in a New York State Franchise Tax dispute before the Division of Tax Appeals. : Advised a U.S. telecom company in its multistate income apportionment analysis. : Advised a New York non-operating foundation in administrative matters during the COVID-19 pandemic. : Advised taxpayer on issuing information returns in conjunction with a family law matter. : Represented individual taxpayer in a refund denial matter with the Oregon Department of Revenue.;; Pro Bono Experience: Represented a taxpayer in innocent spouse petition docketed with U.S. Tax Court. : Represented several taxpayers in submitting federal offers in compromise. : Represented several taxpayers in submitting California FTB offers in compromise. : Assisted the U.S. Tax Court by counseling pro se litigants during a San Francisco docket call. : Assisted the California OTA by counselling pro se litigants prior to scheduled hearings. : Drafted amicus briefs in support of taxpayer petitions for certiorari to the United States, New Mexico and South Carolina Supreme Courts.; The above representations were handled by Ms. Stone prior to her joining Greenberg Traurig, LLP.;; Internships: Legal Intern, VMware, 2016;