About Katy Stone

Katy Stone focuses her practice on tax controversy and litigation, centering on complex areas such as international tax, multistate income apportionment, remote worker, payroll taxes, and worker classification issues. 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 state and municipal taxing authorities including in California, New York, Oregon, Massachusetts, Illinois, and other states in contentious tax matters.

 

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Services

Areas of Law

  • Other 3
    • Tax
    • State & Local Tax (SALT)
    • Restaurant Industry

Practice Details

  • Firm Information
    Position
    Associate
    Firm Name
    Greenberg Traurig, LLP
  • Representative Cases & Transactions
    Cases
    Experience: Representative Matters: Represented enterprise service provider in Portl
    Clean Energy Surcharge protest in front of the Portl
    Revenue Division. : Secured dismissal of a lawsuit for government contractor brought by the City of Portl
    to collect Portl
    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
    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
    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
    self-dealing rules. : Advised a company on group exemption
    private foundation considerations prior to launching charitable operations. : Advised a foreign charity on federal
    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 p
    emic. : 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
    South Carolina Supreme Courts.
    The above representations were h
    led by Ms. Stone prior to her joining Greenberg Traurig, LLP.

    Internships: Legal Intern, VMware, 2016
  • Additional Links

Experience

  • Bar Admission & Memberships
    Admissions
    California
    Oregon
    U.S. Tax Court
    Memberships

    Professional & Community Involvement

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

  • Education & Certifications
    Law School
    University of Chicago Law School
    J.D.
    Doctoroff Business Leadership Fellow; Visiting Student, Stanford Law School; Research Assistant, Professor Joseph Bankman, Stanford Law School

    New York University School of Law
    LL.M.
    Taxation
    Other Education
    New Saint Andrews College
    B.A.
    summa cum laude
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Attorneys FAQs

  • Is this attorney admitted to practice in any U.S. Federal Courts?
    Katy Stone is admitted to practice before the United States Tax Court.
  • How many attorneys are in this law firm?
    Greenberg Traurig, LLP has 2750 attorneys at this location.
  • What law school did this attorney attend?
    Katy Stone attended New York University School of Law and University of Chicago Law School.
  • What year was this attorney's law firm established?
    Greenberg Traurig, LLP was established in 1967.