Taylor Nelson Amitrano LLP

Taylor Nelson Amitrano LLP is excited to announce that Managing Partner Lisa Nelson will be speaking at the 2026 Annual Meeting of the American Academy of Attorney-Certified Public Accountants (AAA-CPA) in Missoula, Montana later this month.

On Friday, June 26, 2026, from 9:45- 11:00 AM (MT), Lisa will join Melissa Briggs of Hochman Salkin Toscher Perez PC for an insightful presentation titled “Best Practices for Securing IRS Refunds.”

Lisa’s session will provide a comprehensive overview of administrative refund claims and refund litigation, including statutory and regulatory timing requirements, Form 907 extensions, IRS refund processing challenges, choice-of-forum considerations, discovery, settlement strategies, and trial practice. Attendees will gain practical guidance on preserving refund rights and navigating the complexities of refund disputes from the administrative stage through litigation.

Conference registration is available at https://aaacpa.memberclicks.net/2026conference #/.

To learn more about Lisa and her extensive experience representing taxpayers in complex tax controversy matters, visit https://www.taylorlaw.com/attorneys/lisa-o-nelson.

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Taylor Nelson Amitrano LLP is pleased to announce that Partner A. Lavar Taylor has been selected for the 2026 Lawdragon 500 Leading Global Tax Lawyers guide.

Lawdragon’s editorial team selects honorees through a rigorous process that combines submissions, independent journalistic research, and peer review. The guide recognizes attorneys whose knowledge and innovative approaches help clients navigate complex tax matters, preserve wealth, and resolve controversies when they arise. We are grateful to Lawdragon for including Lavar in the 2026 edition.

To learn more about our nationally recognized tax controversy practice and the attorneys who serve clients throughout the country, please visit www.taylorlaw.com.

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Taylor Nelson Amitrano LLP is pleased to share that Senior Associate Attorney Daniel Soto participated in the California Lawyers Association webinar, “California Cannabis Industry: An Overview of Regulatory and Tax Compliance,” on Thursday, June 11, 2026.

The program explored the evolving regulatory landscape surrounding California’s cannabis industry and addressed key tax compliance considerations affecting businesses and practitioners. The webinar also examined the intersection of California’s regulatory framework and the unique tax issues facing cannabis businesses, providing attendees with practical insights into this rapidly evolving area of law.

The California Lawyers Association is dedicated to promoting excellence, diversity, and inclusion in the legal profession while providing education, networking opportunities, and advocacy for attorneys throughout California. Daniel’s participation in this program reflects his and our firm’s shared commitment to professional development and legal education.

To learn more about Daniel’s experience and practice, please visit https://www.taylorlaw.com/attorneys/daniel-w-soto.

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Taylor Nelson Amitrano LLP managing partner Jonathan Amitrano will speak during an upcoming Hawaii Society of Certified Public Accountants (HSCPA) webinar on June 9, 2026, from 12:00 - 1:00 PM (HST), regarding the rapidly developing litigation surrounding IRC § 7508A(d), including the landmark decisions in Kwong v. United States and Abdo v. Commissioner.

Jonathan will join Kurt Kawafuchi the former director of taxation for the Hawaii Department of Taxation, and Ron Heller of Torkildson Katz, A Law Corporation. The panel will examine how these cases may impact refund claims, interest, and penalty abatements, filing deadlines, and other tax controversies arising from the COVID-19 federal disaster period. They will also discuss practical guidance for identifying affected taxpayers, evaluating statutes of limitation, and preserving client rights through protective refund claims and related procedural strategies.

Learn more about Jonathan’s expertise at https://www.taylorlaw.com/attorneys/jonathan-t-amitrano

Don’t miss this opportunity to hear from legal experts in tax controversy for the webinar at https://www.hscpa.org/professional-development/ERAO25/kwong-abdo-irc-7508a-emerging-refund-and-abatement-opportunites-after-covid-19

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Taylor Nelson Amitrano LLP is delighted to serve as a Diamond Sponsor of the upcoming California Lawyers Association 12th Annual Virtual Young Tax Lawyers Conference. It is an honor to support an organization that provides valuable educational programming, networking opportunities, and professional development resources for the next generation of California tax attorneys.

The conference brings together emerging tax professionals, experienced practitioners, and industry leaders to discuss important developments shaping the tax law landscape. Attendees will also have the opportunity to earn 3.0 hours of MCLE credit, including Legal Specialization in Taxation Law, while engaging with leaders in the California tax community.

We encourage attorneys, young professionals, and law students interested in tax law to learn more and register for the conference here:
https://calawyers.org/event/12th-annual-virtual-young-tax-lawyers-conference/

To learn more about Taylor Nelson Amitrano LLP’s nationally recognized tax controversy and litigation services, please visit https://www.taylorlaw.com.

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In an article published last week, Bloomberg Law examined the government’s appeal in Kwong v. United States and the potentially significant impact the case may have on COVID-era tax refund claims, interest assessments, penalties, and filing deadlines. The article discusses how the Kwong decision is already influencing litigation nationwide involving Section 7508A and pandemic-related tax controversies.

As part of Bloomberg Law’s coverage, Taylor Nelson Amitrano LLP Managing Partner Jonathan Amitrano, was interviewed regarding the broader implications of the litigation, including the likelihood of increased refund claim activity as applicable refund claim deadlines approach. Learn more about Jonathan’s expertise by visiting his bio at https://www.taylorlaw.com/attorneys/jonathan-t-amitrano.

In Kwong, the Court of Federal Claims interpreted the 2019 version of Section 7508A(d) of the Internal Revenue Code and held that the COVID-19 disaster period postponed the taxpayer’s deadline to file a refund suit. Bloomberg Law’s article discusses how that reasoning is now being invoked in other contexts, including challenging pandemic-era interest and penalty assessments.
Read the full Bloomberg Law article here at https://news.bloombergtax.com/daily-tax-report/billions-in-covid-era-tax-refunds-are-at-stake-as-us-appeals.

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As we observe Memorial Day, Taylor Nelson Amitrano LLP honors and remembers the men and women who gave their lives in service to our country.

Today, we reflect on the sacrifices made by generations of Americans and extend our gratitude to those who served and to the families who continue to carry their legacy forward.

We wish everyone a meaningful and peaceful Memorial Day.

Taylor Nelson Amitrano LLP is delighted to announce that Minh “Dennis” Nguyen has been selected as a recipient of the prestigious American Bar Association Section of Taxation John S. Nolan Fellowship for the 2026–2027 term.

The Nolan Fellowship is a highly competitive national program that recognizes emerging leaders in tax law and provides a platform for fellows to engage deeply with the ABA Tax Section’s substantive work and leadership. Dennis’s selection reflects his commitment to excellence in tax controversy and his growing contributions to the profession.

We congratulate Dennis on this well-deserved honor and look forward to his continued impact through the program. To learn more about Dennis’ background and experience, visit https://www.taylorlaw.com/attorneys/minh-dennis-nguyen.

To learn more about our firm’s tax controversy services, visit www.taylorlaw.com.

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Taylor Nelson Amitrano LLP is pleased to share that associate attorney Michael Romero will be speaking next week at an upcoming continuing education webinar hosted by the California Society of Enrolled Agents (CSEA).

On May 12, 2026, at 6:00 PM (Pacific), Michael will present a session entitled “Representing Businesses with No Records.” The program will cover practical methods for reconstructing incomplete business records, evaluating when estimates may be used to support income and deductions, and applying the Cohan Rule effectively—along with its limitations—in audit and tax controversy settings.

This webinar offers continuing education credit across multiple disciplines:
IRS: 2 hours - Federal Tax Topics
CTEC: 2 hours - Federal Tax Topics
CA Bar: 1.75 hours - Taxation Law
CPA (CA): 2 hours - Taxes (Self-Reporting)

To take advantage of this insightful session presented by an experienced tax controversy attorney, register here:
https://www.csea.org/iCore/Events/Event_Display.aspx?EventKey=CSEA260512&WebsiteKey=64198a07-d0cb-4356-9de9-7fec757d74f6

Taylor Nelson Amitrano LLP attorneys bring experience representing taxpayers before the IRS and California taxing authorities, including in cases where records are limited and reconstruction is critical.

To learn more about our firm’s tax controversy services, please visit www.taylorlaw.com.

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Taylor Nelson Amitrano LLP is excited to announce that Managing Partner Jonathan Amitrano and Kurt Kawafuchi have authored an article for Kala Magazine and the Hawaii Society of Certified Public Accountants, now published in its May 2026 newsletter.

In “Federal Interest and Penalty Refund Opportunities After Kwong and Abdo,” the authors examine how I.R.C. § 7508A(d) and recent decisions in Kwong v. United States and Abdo v. Commissioner may extend tax deadlines tied to the COVID-19 disaster period—creating potential opportunities for interest and penalty refunds or abatements.

The article underscores a key takeaway for practitioners: taxpayers may have viable claims where deadlines were effectively postponed under a mandatory statutory framework.

We are proud to contribute to the ongoing dialogue on this evolving area of tax law. To learn more about our firm’s tax controversy services, visit www.taylorlaw.com. To learn more about Jonathan’s background and experience, visit https://www.taylorlaw.com/attorneys/jonathan-t-amitrano.

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