Scott David Shimick

As a tax attorney at Whiteman Osterman & Hanna LLP, my role is to advise clients on how to reduce tax liability and limit 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. 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.

New York

Since 2002

Tax Court

Since 2002

Of Counsel

Whiteman, Osterman & Hanna LLP

2015 - Current

Associate

Underberg & Kessler LLP

2005 - 2015

Senior Attorney Editor

Thomson West

2002 - 2005

University of Florida

LL.M. (2001) | Tax

2000 - 2001

Loyola University New Orleans

J.D. (1999)

1996 - 1999

Honors: Loyola Law Review Loyola Moot Court

University of Florida

B.A. (1991) | Classical Studies

1987 - 1991

Honors: Eta Sigma Phi Honorary Society

AV Preeminent Rating

Martindale Hubbell

2012

New York State Bar  # 4002713

Member

2002 - Current

American Bar Association

2002 - Current

Heisenberg 's Uncertainty: An Analysis of Criminal Tax Pretextual Prosecutions in the Context of Breaking Bad's Notorious Anti-Hero

Tulsa Law Review

September, 2014

Civil Litigation: COA?overrules tax department’s position on residency Read more: http://nydailyrecord.com/blog/2014/03/17/civil-litigation-coa%e2%80%88overrules-tax-departments-position-on-residency/#ixzz3g4NTWFnI

Daily Record

March 17, 2014

Civil Litigation: Substantial sanctions can be imposed on unwitting holders Read more: http://nydailyrecord.com/blog/2013/05/20/civil-litigation-substantial-sanctions-can-be-imposed-on-unwitting-holders/#ixzz3g4NdwLxD

Daily Record

May 20, 2013

Tax Controversies, Rochester Tax Institute, Rochester, New York

November 21, 2012

Monroe County Bar Association

Medicare Tax - The Net Investment Income Tax, Rochester Tax Institute, Rochester, New York

November 22, 2013

Monroe County Bar Association

Ten Tax Tips for Small Businesses, SBC Boot Camp, Rochester, New York

November 14, 2014