Managing Partner Lisa O. Nelson to Serve on Panel on Refund Claims and Preserving Taxpayer Rights at the 2026 Summer Tax Summit

August 11, 2026

Taylor Nelson Amitrano LLP is excited to announce that managing partner Lisa O. Nelson will serve as a panelist on Tuesday, August 25, 2026, at the Summer Tax Summit.

Presented in partnership by Milton Law Group and the Federal Bar Association – St. Louis Chapter, the Summer Tax Summit brings together leading tax attorneys, CPAs, and other professionals for advanced education on today's most significant tax controversy, compliance, and white-collar crime issues. Attendees can earn approximately 8 hours of CLE credit.

Lisa will join an accomplished panel for "Beyond Kwong: Refund Claims and Best Practices for Preserving Taxpayer Rights." The discussion will examine the Court of Federal Claims' decision in Kwong v. United States, the government's appeal, and the evolving opportunities surrounding COVID-era refund claims. Panelists will also discuss protective refund claims, Forms 843, statute of limitations considerations, and practical strategies for preserving taxpayer rights through administrative claims and refund litigation.

Register for the Summer Tax Summit and view the full program here.

To learn more about Lisa and the firm's Tax Controversy Legal Services, visit us here.