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Katy Stone focuses her practice on tax controversy and litigation, centering on complex areas such as international tax, multistate income apportionments, remote worker and payroll taxes, and administrative procedures. She represents an array of clients ranging from multinational corporations, partnerships, and financial institutions, to tax-exempt organizations and individuals. She navigates the intricate landscape of federal and state income tax controversies at various stages, including audits, administrative appeals, and judicial proceedings.

Katy has represented clients before the U.S. Tax Court and the U.S. Court of Federal Claims, as well as various taxing authorities in contentious tax matters. Additionally, Katy assists companies in tax planning and multistate income apportionment analysis.

Capabilities

Experience

  • 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.
  • 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.

  • Legal Intern, VMware, 2016

Recognition & Leadership

  • Chief Financial Officer and Compliance Chief, Palo Alto High School’s TEAM (Together Everyone Achieves More), 2020-2022
  • Scouts BSA, 2014-Present

Credentials

Education
  • J.D., University of Chicago Law School
    • Doctoroff Business Leadership Fellow
    • Visiting Student, Stanford Law School
    • Research Assistant, Professor Joseph Bankman, Stanford Law School
  • LL.M., Taxation, New York University School of Law
  • B.A., New Saint Andrews College
Admissions
  • California
  • U.S. Tax Court