Knowledge Center

Friday, March 14, 2014

Using Experts Effectively in State Tax Litigation

by Christopher T. Lutz

The manner in which taxpayers litigating state and local tax cases utilize expert witnesses can make or break a case. Proactive taxpayers that have considered their litigation strategy, and how expert witnesses may fit into that strategy, at an early stage are much more likely to be successful in resolving tax disputes. Ad hoc use of experts to justify positions a taxpayer may have taken, however, is a far less effective strategy. This article reviews a number of recent state and local tax cases which turned on how taxpayers utilized experts to make their respective cases and emphasizes the importance of being proactive when preparing for litigation.

To read more, please download PDF.


National Litigation Consultants' Review, vol. 1 (2014)

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