Katy Stone

Katy Stone

KAYteeAssociate
Washington, DC
About
Katy Stone's practice spans federal, state and local tax, focusing on tax controversy at all levels, from administrative to the US Supreme Court, and employment tax (planning, compliance, audit and controversy). Katy has advised a broad array of clients from individuals to Fortune 500 companies in the financial, healthcare, technology, crypto, energy, telecommunication, transportation, pharmaceutical, and hospitality industries across the United States and abroad.
Areas of FocusTaxTax Controversy and Disputes
Bar admissionsDistrict of ColumbiaCaliforniaHawaiiOregon
CourtsUnited States Tax CourtSupreme Court of the United States
Education

  • LL.M., New York University School of Law

  • J.D., University of Chicago School of Law
    Doctoroff Business Leadership Program

  • Visiting Year Stanford Law School/R.A. for Prof. Joseph Bankman, Stanford University Law School
  • B.A., New Saint Andrews College
    summa cum laude

EXPERIENCE

  • Represented a transportation services company in front of the Portland Revenue Division Appeals Board and succeeded in invalidating and overturning a multi-million dollar Clean Energy Surcharge assessment
  • Represented a high net worth individual in front of the Oregon Department of Revenue, securing a significant income tax refund related to complex issue of credit for taxes paid in another state
  • Represented a large, multistate health organization in front of the Oregon Bureau of Labor and Industries, abating penalties in excess of a million dollars and working with the company's payroll tax service provider to address systemic challenges
  • Represented a life sciences company in front of the New Department of Taxation and Finance in securing a no-change in its Metropolitan Commuter Transportation Mobility Tax audit and assisting the company and its payroll tax provider to ease systemic friction
  • Represented a Fortune 500 company in front of the New Mexico Department of Workforce Solutions, securing a no change in its payroll tax audit and assisting the company in addressing errors with its payroll tax software
  • Represented a healthcare company in unemployment tax audit in front of the Connecticut Department of Labor, securing a cancellation of the audit
  • Represented a gig-economy company in its ongoing worker classification dispute with the California Employee Development Department
  • Represented an amenity service company in its ongoing worker classification dispute in front of the Washington Department of Labor and Industries and the Board of Industrial Insurance Appeals
  • Represented a foreign company in front of the Massachusetts Department of Revenue and the California Franchise Tax Board, securing refunds for the company and averting a multimillion-dollar lawsuit with a former executive over a multistate withholding issue
  • Advised a financial institution on a contentious former executive payout under Hawaiian personal income tax law
  • Advised a foreign company on 409A issues related to payouts to US board members (one of which was hostile)
  • Advised a gig-economy company on the preservation of its business-critical worker classification safeharbor status
  • Advised a Fortune 50 company on its multistate income tax withholding obligations for landmark executive payouts
  • Advised a Fortune 50 company on private jet and black car income inclusions for executives
  • Advised a private foundation on self-dealing risks related to hedge fund transactions

Pro Bono

  • Submitted amicus briefs in the US Supreme Court and New Mexico State Supreme Court.
  • Successfully obtained $1 offers in compromise for low income taxpayers from the IRS.
  • Represented a low income taxpayer in an innocence spouse matter docketed with the US Tax Court, successfully resolving the dispute with no tax due.
  • Advised a California non-profit on the preparation of its form 990 following an embezzlement and FBI investigation.

Publications and media

  • Co-author, Isn't It Ironic?: Notices — Part 2, Tax Notes (9/29/25)
  • Co-author, Taxpayers Oughta Know: Notices — Part 1, Tax Notes (3/24/25)
  • Co-author, Oregon Corporate Income Tax, Bloomberg Tax Portfolios (forthcoming)

Additional Information

  • Former CFO, TEAM (Palo Alto High School Interdisciplinary Experience), Palo Alto, California
  • Scoutmaster, Scouting America

Memberships and Affiliations

  • Member SALT Executive Committee, American Bar Association, Tax Section
  • Member, Institute for Professionals in Taxation

Connect

Phone

+1 202 799 4201
(Work, Washington, DC)
CallvCardLinkedInPrint