Discover Docket

Tax

IRS/FTB Administrative Representation (Non-Litigation)

IRS/FTB Administrative Representation (Non-Litigation): planning the tax effects of personal, business and cross-border decisions.

How a matter moves

IRS/FTB Administrative Representation (Non-Litigation), from intake to resolution.

  1. 1

    Fact gathering

  2. 2

    Analysis

  3. 3

    Structuring recommendation

  4. 4

    Implementation

  5. 5

    Filing support

Documents you will use

  • Planning memoranda
  • Entity election filings
  • Opinion letters
  • Closing and structure steps plans
  • Exempt-organization applications

What to track on every IRS/FTB Administrative Representation (Non-Litigation) matter

  • Filing and election deadlines
  • Entity and ownership changes
  • State nexus facts
  • Basis and holding periods
  • Reporting thresholds

Where JILL helps

  • Drafts planning memos from the fact pattern
  • Summarizes authority on the structure at issue
  • Builds implementation checklists

On Discover Docket

Email, deadlines, research and billing, connected.

IRS/FTB Administrative Representation (Non-Litigation) runs on the same platform as every other practice area, across all 52 U.S. jurisdictions. The message in front of you becomes the matter, the deadline and the time entry, and JILL works from your case file and a knowledge base of over a billion records that goes beyond court filings.

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Case email view in Discover Docket