The July 10th Refund Deadline You Didn’t See Coming (Kwong & Abdo) #ea #taxtips #irs #covidnews #cpa
Watch @taxpracticepro The July 10th Refund Deadline You Didn't See Coming, "Kwong & Abdo: Recovering Pandemic-Era Tax Penalties and Interest" Presented by Frank Agostino Esq. of Kostelanetz, LLP Webinar Now Available Watch On-Demand for CE Credit: https://www.taxpracticepro.com/webina... Access the Handouts to the program Here: https://hi.switchy.io/u-M2 This Program Teaches You How to Turn COVID-Era IRS Payments Into Refund Claims Two landmark decisions — Kwong v. United States (2025) and Abdo v. Commissioner (2024) — have fundamentally changed the treatment of federal tax penalties and interest during the COVID-19 disaster period. The takeaway is simple, but powerful: From January 20, 2020 through July 10, 2023, federal tax penalties and interest were mandatorily suspended under IRC § 7508A(d). That means many taxpayers overpaid — and those amounts may now be recoverable. The clock is ticking: For most taxpayers, the refund claim deadline is July 10, 2026. If you represent clients who paid penalties or interest during this period, this is not optional knowledge — it is an actionable opportunity. What You Will Learn- This program provides a complete, practitioner-ready framework to: Identify clients eligible for penalty and interest refunds Apply the holdings of Kwong and Abdo with confidence Compute refund amounts using IRS transcripts and AI tools Prepare and file Form 843 claims correctly and defensibly -Navigate examination, appeals, CDP, and Tax Court implications -Incorporate advanced strategies including: • IRC § 6404(e) interest abatement • § 6603 deposits to stop interest accrual • Overpayment interest claims under the Fleisher theory • Address multi-year and cumulative claims strategies • Evaluate state-level considerations (including NY and NJ) What Makes This Program Different: This is not a theoretical discussion. This is a complete implementation system. Attendees receive a fully developed toolkit that takes them from: “I think this applies” → “I filed the claim.” Disclaimers: For educational purposes only; not legal or tax advice. Always confirm the latest IRS/state guidance before advising clients. #TaxEducation #TaxProfessionals #IRS #CPECredits #CLECredits #TaxLaw #Accounting #TaxRefund #ContinuingEducation#cpa#ea

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