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Scott David Shimick

Tax Attorney at Albany, NY

Not yet reviewed
  • Licensed for 22 years
    State NY
    Acquired 2002
    Status
    Currently Registered No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Scott

Learn Scott’s areas of practice.

4
Practice areas
  1. Tax
    65%
    As a tax attorney at Underberg & Kessler LLP, my role is to reduce your tax liability and to limit your exposure to additional taxes and penalties. I advise our business clients in many complex transactions, such as triangular mergers, spin-offs, and stock-for-stock acquisitions. I also assist our business clients in complicated planning issues, such as analyzing new markets tax credits, drafting opinion letters, and selling businesses and assets.

    23 years, 300 cases

  2. Tax fraud and tax evasion
    20%
    I help clients avoid exposure to civil and criminal tax penalties at all stages from audit to trial. I have represented clients at audit before both the IRS and the NYS Department of Taxation and Finance.

    19 years, 50 cases

  3. Business
    10%

    19 years, 50 cases

  4. Litigation
    5%

    19 years, 25 cases

Location

Whiteman Osterman & Hanna LLP
One Commerce Plaza
Albany, NY, 12260

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Reviews

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Cost

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Contact for Details

Resume

AVVO RATING 9.6 (Superb)

Work Experience

  • Of Counsel
  • Whiteman Osterman & Hanna, LLP
  • 2015 - Present
  • Adjunct Professor
  • SUNY Geneseo
  • 2006 - 2014
  • Attorney
  • Underberg & Kessler, LLP
  • 2005 - 2015
  • Senior Attorney Editor
  • Thomson Reuters/West
  • 2002 - 2005
View all work experience

Education

  • University of Florida, Fredric G. Levin College of Law
  • LL.M - Master of Laws
  • 2001
  • Loyola University School of Law
  • JD - Juris Doctor
  • 1999
  • University of Florida
  • BA - Bachelor of Arts
  • 1991

Sample of Legal Cases

  • In the Matter of the Petition of Jefferson Pub, Inc.
  • The Division of Tax Appeals found that the auditor did not properly calculate the tax due and held that the total amount due was only $40,538.

Associations

  • American Bar Association
  • Member
  • N/A
  • Monroe County Bar Association
  • Member
  • N/A

Languages Spoken

  • English

Honors and Awards

  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2012

Publications

  • Current Tax Highlights
  • TIGTA Has Addressed Several Important IRS Problems beyond the Tea Party Scandal
  • 2013
  • Current Tax Highlights
  • Sales Taxes and Groupons: Does Every State Tax Third-Party Coupons Differently?
  • 2012
  • Current Tax Highlights
  • Regulations Regarding Disclosure under the Whistleblower Award Provisions Are Made Final
  • 2011
  • Current Tax Highlights
  • Recent Decisions Clarify Six-Year Statute of Limitations for Partners in Son of BOSS Transactions
  • 2011
  • Current Tax Highlights
  • Revenue Offsets in the EJMAA of 2010 Affect Taxation of Foreign Source Income
  • 2010
  • Current Tax Highlights
  • HIRE Act Intended to Stimulate Employment
  • 2010
  • Current Tax Highlights
  • Supreme Court May Soon Decide Fate of Discriminatory State Add Backs
  • 2009
  • Current Tax Highlights
  • Summary of Provisions of the ARRA of 2009
  • 2009
  • Current Tax Highlights
  • Certain Vehicles Created under the Public-Private Investment Program Are Not Taxable Mortgage Pools
  • 2009
  • Current Tax Highlights
  • Ordinary Loss from the Sale of Certain Preferred Stock under the EESA of 2008
  • 2008
  • Current Tax Highlights
  • Supreme Court to Decide Issue of Income Taxation of Sister States’ Tax-Exempt Bonds
  • 2007
  • Current Tax Highlights
  • IRS Issues Model Language for Section 403(b) Plans
  • 2007
  • Current Tax Highlights
  • Deductibility of Performance-Based Compensation under Section 162(m)
  • 2007
  • Thomson Reuters
  • Analysis of the American Jobs Creation Act of 2004, P.L. 108-357
  • 2004
  • Mertens
  • Chapter 43 Corporate Separations
  • N/A
  • Mertens
  • Chapter 11 Cancellation of Indebtedness Income
  • N/A
  • Mertens
  • Chapter 43B Section 355: Corporate Separations
  • N/A
  • Mertens
  • Chapter 35 Partnerships
  • N/A
  • Mertens Law of Federal Income Taxation (West)
  • Chapter 14 Correction of Errors Barred by Operation of Law
  • N/A
  • Mertens
  • Chapter 55B Methods of Calculating Taxable Income
  • N/A
  • Mertens
  • Chapter 22 Capital Gains
  • N/A
  • Mertens
  • Chapter 22B Section 1244 Stock
  • N/A
  • Mertens
  • Chapter 28 Deduction of Losses
  • N/A
  • Mertens
  • Chapter 30 Bad Debt Deductions
  • N/A
  • Mertens
  • Chapter 32B Rehabilitation Credit and Low-Income Housing Credit
  • N/A
  • Mertens
  • Chapter 33 Choice of Entity
  • N/A
  • Mertens
  • Chapter 34 Exempt Organizations
  • N/A
  • Mertens
  • Chapter 43A Section 351 Exchanges
  • N/A
  • Mertens
  • Chapter 35A Limited Liability Companies
  • N/A
  • Mertens
  • Chapter 35B Partnerships: Distributive Shares
  • N/A
  • Mertens
  • Chapter 35C Partnerships: Partner's Basis in the Partnership Interest (Outside Basis)
  • N/A
  • Mertens
  • Chapter 35D Partnerships: Distributions
  • N/A
  • Mertens
  • Chapter 35E Partnerships: Payments to a Deceased or Retiring Partner
  • N/A
  • Mertens
  • Chapter 35F Family Partnerships, Limited Partnerships, and Limited Liability Companies
  • N/A
  • Mertens
  • Chapter 38E Preferred Stock Bailouts
  • N/A
  • Mertens
  • Chapter 40A Real Estate Mortgage Investment Conduits (REMICs)
  • N/A
  • Mertens
  • Chapter 41B S Corporations
  • N/A
View all publications

Speaking Engagements

  • SBC Boot Camp Series
  • Ten Tax Tips for Small Businesses
  • 2014
  • MCAA Monthly Meeting
  • Litigating an Article 7 Petition
  • 2014
  • Rochester Tax Institute
  • Medicare Tax - The Net Investment Income Tax
  • 2013
  • Rochester Tax Institute
  • Tax Controversies
  • 2012
  • Annual Meeting
  • Civil and Criminal Tax Issues: Red Flags and Warning Sign
  • 2012
  • Rochester Tax Institute
  • NYS Civil and Criminal Tax Controversies
  • 2010
  • CLE
  • Ethics Update for Tax Practitioners
  • 2010
  • Rochester Tax Institute
  • Tax Aspects of Pass-Through Entities
  • 2006
  • Rochester Tax Institute
  • Federal Tax Update
  • 2005
  • CLE
  • What Every Lawyer Needs to Know about the 2004 Tax Legislation
  • 2005
  • ABA Section of Taxation Fall Meeting
  • Important Criminal Developments (Civil and Criminal Tax Penalties Committee)
  • 2004
View all speaking engagements

Attorney endorsements

Received (2)
Given (0)
Endorse Scott
Tax fraud and tax evasion Attorney | Nov 17
Relationship: Worked together on matter
"Scott is one of the most knowledgeable tax attorneys in upstate NY. I never hesitate to consult or use his services."
Tax Attorney | Jun 24
Relationship: Worked together on matter
"I endorse this lawyer."
This attorney hasn't created any attorney endorsements recently on Avvo.

Avvo Contributions

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Albany Tax Lawyer Scott David Shimick
Scott David Shimick
Tax Attorney
Albany, NY
Licensed for 22 years