(Webcast) From Filing to Finding Relief: Tax Tips for Domestic Violence Practitioners

Monday, April 26, 2021 | 6:00 pm – 7:30 pm

Program Co-Chairs:
Lisa Alexander, Day One
Amanda Beltz, New York Legal Assistance Group
LaShawn Oxendine, Norris McLaughlin P.A.
Luba Reife (Moderator)
, Sanctuary for Families

  • Domestic violence isn’t just physical abuse–survivors face a myriad of harms, including economic abuse. When people are married or have children in common, tax related issues can be weaponized by abusive parties seeking to control finances, withhold funds, and keep their partners dependent on them. Many domestic violence, family law, and matrimonial law lawyers have heard clients share stories of stolen tax refunds, erroneous or fraudulent tax filings by their ex partners, and other issues, but they may not know the resources and remedies available. This panel of tax law experts will help inform practitioners about the tax rights and remedies of survivors, including what to do when children are erroneously claimed on a return, tax liability relief (including injured spouse and innocent spouse), and how to handle tax refund and COVID-19 stimulus check theft.

    Program Fee:
    Free for Members | $50 for Nonmembers

  • Professor Elizabeth Maresca
    Fordham University School of Law

    Kelly Phillips Erb
    Bloomberg Industry Group & The Erb Law Firm, P.C.

    Joshua Beck
    Taxpayer Advocate Service Attorney Advisor Group

  • 6:00 pm – 6:05 pm
    Introduction of Topic and Panelists

    6:05 pm – 6:25 pm
    Right to File a Separate Tax Return

    • Determining the Appropriate Tax Filing Status
    • Right to Review and/or Refuse to Sign a Joint Return

    6:25 pm – 6:45 pm
    Erroneous Claiming of Dependents

    • Procedure for Amending Tax Returns
    • Evidence/Supporting Documentation Needed to Prove Right to Claim Dependents

    6:45 pm – 7:25 pm
    Liability Relief & Recovering Stolen Tax Refunds

    • Injured Spouse
    • Innocent Spouse
    • Reasonable Cause
    • Separation of Liability

    7:25 pm – 7:30 pm

  • New York: 1.5 Professional Practice
    New Jersey: 1.7 General
    California: 1.5 General
    Pennsylvania: 1.0 General
    Connecticut: Available to Licensed Attorneys

  • Sponsoring Association Committees:
    Domestic Violence, Amanda M. Beltz, Chair
    Personal Income Taxation, Jeremy H. Temkin, Chair
    Small Law Firms, Anne Wolfson, Chair

    Co-Sponsoring Organization:
    Small Law Firm Center

    Sponsorship Opportunities are Available! Please Contact:
    Angie Avila, Manager, Membership Outreach and Sponsorships | (212) 382-6608 | aavila@nycbar.org