Kostelanetz attorneys will participate in several panels during the American Bar Association’s (ABA) Virtual 2026 Fall Tax Meeting being held online Oct. 5-9, 2026. Attorneys at the firm will tackle topics from tax-exempt organizations and trends in criminal tax enforcement to the IRS Appeals process and procedural issues in tax cases.
The ABA’s Virtual Fall Tax Meeting brings together the country's leading tax attorneys and government officials to discuss the latest federal, state, and local tax policies, and more.
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Kostelanetz speakers will participate in the following panels:
Tuesday, Oct. 6, 2026, 12:15 pm Eastern
Insights from the Government: Sharing the Latest Developments on Tax-Exempt Organizations
Caroline D. Ciraolo will speak on a panel where she and key leaders in government will discuss the latest legislative, judicial, and regulatory developments impacting tax-exempt organizations.
Other panelists include Andrew Grossman, Chief Tax Counsel, U.S. House Committee on Ways & Means; Lynne Camillo, IRS Office of Chief Counsel, Deputy Associate Chief Counsel, EEE - Employee Benefits, Exempt Organizations and Employment Taxes; Andrew E. Lai, Legislation Counsel, Joint Committee on Taxation; and Seth Groman, IRS Office of Chief Counsel, Senior Counsel, EEE- Employee Benefits, Exempt Organizations and Employment Taxes.
Tuesday, Oct. 6, 2026, 2:30 pm
Civil & Criminal Tax Penalties Subcommittee: Updates on Important Developments
Karen Kelly and Shan Kadkoy will participate in a panel covering significant developments in civil tax penalties, criminal tax enforcement, forfeiture and monetary sanctions, international tax enforcement, and legislative and administrative developments. The reports will highlight recent cases, administrative guidance, enforcement priorities, and emerging issues.
Karen and Shan will be joined by fellow panelists Parag Patel, Patel Law Office; and Lauren Darwit, Moore Tax Law Group.
Wednesday, Oct. 7, 2026, 10:30 am
Basics of IRS Appeals: Steps for Success
Melissa Wiley will speak on a panel exploring how IRS Appeals remains an effective avenue for resolving tax disputes short of litigation, yet practitioners must understand the process and procedural notices. This panel will identify the various IRS notices that start the 30-day period for filing a protest, discuss when requesting a pre-Appeals meeting with an examination manager can narrow or resolve issues before a case reaches Appeals, and offer practical tips for presenting a persuasive case at an Appeals conference. Attendees will leave with a working framework for spotting deadlines, evaluating early resolution opportunities, and preparing for a successful Appeals conference.
Melissa will be joined by fellow panelist Jennifer Breen, Jones Day.
Wednesday, Oct. 7, 2026, 2:30 pm
Litigating the Administrative Record in Tax Controversies
Frank Agostino will participate in a panel that will address the procedural and strategic issues that arise when judicial review is based on or substantially limited to an administrative record. With reference to collection due process, innocent spouse, whistleblower, declaratory judgment, and other record review proceedings, panelists will discuss how courts determine the scope of the record, when a party may seek to complete or supplement it, the availability of discovery and extra-record evidence, applicable standards of review, and potential remedies when the agency’s record or explanation is deficient.
Frank will be joined by moderator Maya A. Hairston, Morgan Lewis; and fellow panelists Lavar Taylor, Taylor Nelson Amitrano LLP; and The Honorable Alina I. Marshall, Judge, United States Tax Court
Thursday, Oct. 8, 2026, 4:30 pm
Women in Tax Forum: The Business of Being a Tax Lawyer --Building Your Book of Business. (Non-CLE)
Melissa Wiley will participate in a panel designed to bring together accomplished women tax professionals from different practice settings for a candid conversation about how they developed and sustained books of business. Specific topics will include obtaining a first client; building authentic professional networks; converting relationships into business opportunities; developing referral sources; using internal firm relationships to generate work; leveraging speaking, writing, professional organizations, and other forms of thought leadership; and identifying business-development approaches that fit different personalities and practice environments. Panelists will also address business-development challenges women may encounter differently in the tax profession.
Melissa will be joined by fellow panelists Helen Cooper, Dentons; and Ashley D. Martinez, BDO.
Friday, Oct. 9, 2026, 12:30 pm
Navigating Form 1099 Mismatch Audits and Automated Underreporter (AUR) Cases
Shan Kadkoy will participate in a panel addressing Form 1099 mismatch errors. Through its Automated Underreporter (AUR) program, the IRS matches information returns against filed tax returns, generating CP2000 and other notices when discrepancies are identified. These notices often involve reporting errors, income attribution disputes, duplicate reporting, and other issues that require prompt and strategic responses. This program will provide a practical guide to representing taxpayers in Form 1099 mismatch matters. Panelists will discuss common mismatch scenarios, strategies for obtaining corrected information returns, effective responses to AUR notices, the use of IRS transcripts and information return data, and key considerations when disputes progress beyond the administrative stage. The discussion will also address recent developments in information reporting and IRS enforcement and practical considerations when challenging adjustments based primarily on third-party information returns.
Shan will be joined by moderator Jonathan E. Strouse, Partner, Harrison LLP; and fellow panelist Krish (PK) Perinkulam, Phoenix ITIN & Tax Services LLC.
For 80 years, Kostelanetz LLP has built a global reputation as a law firm of choice for clients facing high-stakes controversies, negotiations with government agencies, and complex domestic and international tax planning decisions. Our attorneys have extensive experience in tax controversy, tax fraud defense, white-collar criminal defense, securities enforcement defense, trust and estate planning, transactional tax planning, and government investigations. We are regularly called upon to handle the most challenging and sensitive matters and internal investigations. Our partners also serve as consulting and testifying experts and independent mediators in tax-related disputes. Important parts of the firm’s practice also include commercial litigation and government procurement and contracting.
