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Lisa Nelson Will Present at the 2026 Annual Meeting of the AAA-CPA in Montana June 16th
June 18, 2026
Taylor Nelson Amitrano 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 look at 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.
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