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Overview
KATINA ADVISES CLIENTS IN ALL ASPECTS OF FEDERAL AND STATE TAX CONTROVERSIES AND PROVIDES FEDERAL, STATE AND LOCAL TAX ADVICE AND PLANNING TO BUSINESS ENTITIES, NONPROFITS, MUNICIPALITIES, POLITICAL SUBDIVISIONS, ESTATES, TRUSTS AND INDIVIDUALS.
Katina is a Partner in and Co-Chair of the Tax, Trusts and Estates department and Tax Controversy and Litigation practice group. She has broad substantive and procedural tax experience and represents all types of clients in all aspects of federal and state tax controversies, including audits, administrative appeals, litigation, and collection actions. Katina also provides federal, state, and local tax advice and planning to all types of taxpayers.
Education & Admissions
Minnesota State University, Moorhead (B.A., Political Science/Criminal Justice/Sociology, 1996), summa cum laude
William Mitchell College of Law (J.D., 2000), magna cum laude, Tax Moot Court and National
Tax Moot Court Participant
William Mitchell Academic Scholarship Recipient
CALI Excellence Award Recipient for Business Entity Tax, Estate and Gift Tax, Evidence and Constitutional Law
Admissions
- Minnesota
- U.S. Tax Court
Experience
Client Achievements
Representative Work
- Federal Tax Advice and Dispute Resolution. Katina represents clients in all types of disputes with the IRS, including income, employment, gift and estate tax disputes. She has substantial experience reaching favorable results for her clients at the audit level, with IRS appeals officers, and in United States Tax Court. She also has significant experience representing businesses in the IRS SS-8 worker classification process and represents all types of clients with various aspects of the IRS collection process, including collection due process hearings, preparing offers in compromise, penalty abatement requests, installment agreements and other collection alternatives and remedies. Katina has recently secured favorable results for clients with examining agents, appeals officers and IRS counsel on matters involving:
- Income and employment tax withholding
- Valuation of business interests
- Employee loans
- Worker classification
- Section 1031 exchanges
- Alimony
- Business and individual loss deductions
- Worthless debt and loss deductions
- Innocent spouse relief
- Passive activity loss issues
- Excise tax issues
- Gift and estate tax valuation issues
- State and Local Tax Advice and Dispute Resolution. Katina has extensive experience advising clients on state and local tax matters and representing clients in tax disputes with the Minnesota Department of Revenue and in Minnesota Tax Court. Katina also has experience representing clients within the California Franchise Tax Board, New York State Department of Taxation and Finance and Washington State Department of Revenue. In the areas below, Katina has recently provided advice or negotiated and achieved favorable and practical resolutions on behalf of her clients.
- Individual state residency (Minnesota and New York)
- Allocation of nonresident compensation including equity awards, retirement income and flow through income
- Corporate income, franchise, or business/occupation tax (Minnesota and Washington)
- Sales and use tax - multiple issues
- Personal liability assessments for sales and withholding taxes
- Occupation tax
- Tobacco products tax
- MinnesotaCare tax
- Property tax exemptions
- Recent Representations:
- Lead state and local tax counsel to the public authority owner of the $1.1 billion U.S. Bank Stadium in Minneapolis
- Secured multi-million refund claims of MinnesotaCare taxes on behalf of healthcare system client
- Secured multiple favorable resolutions from state taxing authorities on executive compensation and state residency, including issues relating to compensation paid to directors of Minnesota-based corporate boards
News & Resources
Articles
April 3, 2020
January 17, 2018
December 21, 2017
September 26, 2016
September 15, 2014
Peterson, Katina. (2012) Contributing author, The Ongoing Business Deskbook. Chapter 5. Independent Contractors, Print.
2012
News & Press Mentions
August 15, 2024
August 17, 2023
August 12, 2016
Events & Speaking Engagements
May 7, 2018
Select Presentations
- Guest Lecturer, University of Minnesota Law School, Topics include tax procedure and employee loans, 2012-Present.
- Presenter, Minnesota State Bar Association Tax Section, Minnesota Source Income of Nonresident Individuals, October 22, 2014.
- Presenter, Labor and Employment Seminar & CLE, Worker Classification: The Stakes Continue to Rise, 2013.
Industries & Practices
Nonprofit & Tax Exempt Organizations
Explore This Practice View client achievements related to this practice View resources related to this practiceGovernment Solutions & Investigations
Explore This Practice View client achievements related to this practice View resources related to this practiceHealthcare & Life Sciences
Explore This Practice View client achievements related to this practice View resources related to this practiceTax Controversy & Litigation
Explore This Practice View client achievements related to this practice View resources related to this practiceTrusts & Estates Litigation
Explore This Practice View client achievements related to this practice View resources related to this practice- Creative Industries
- Government Solutions & Investigations
- Healthcare & Life Sciences
- Indian & Alaska Native
- Nonprofit & Tax Exempt Organizations
- Tax
- Tax Controversy & Litigation
- Trusts & Estates Litigation
