Thursday, October 30, 2025
10:15 AM
to
11:15 AM
Back to Event
Tax/Corporate Track
Presented by the Estates and Probate, Tax, and Business Law Sections
About the Program
This program will provide you with a practical approach to filing the best refund claim for any situation and pursuing the refund through various means.
You Will Learn
- About the various types of claims between formal, informal and protective and which is the best type for any situation
- Best practices in drafting
- How to pursue a claim through the administrative and judicial process and various pitfalls to avoid
Who Should Attend
All tax advisors and return preparers.
Credit
CT: 1.0 CLE Credit (General)
NY: 1.0 CLE Credit (AOP)
The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for newly admitted and experienced attorneys CLE credits.
Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, a fully interactive videoconference, or simultaneous transmission with synchronous interactivity. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml.