Andrew Weiner and Michael Waalkes are speaking at the Philadelphia Bar Association’s 2026 Tax Section Annual Meeting on Nov. 5, 2026, regarding the latest developments in federal tax controversy.
CLE credits will be available for the panel, entitled “2026 Federal Tax Controversy Update,” which will be held from 3 pm to 4 pm Eastern.
The program will identify emerging substantive and procedural trends from 2026, including the IRS’s stated priorities, and forecast the impact moving into 2027. Panelists will address, among other issues, case law related to economic substance and the recognition of equitable exceptions to statutory deadlines, the continued fallout from Kwong v. United States, constitutional challenges to tax-related penalties, and other enforcement efforts.
The panel will be moderated by Prof. Stephen Olsen, Professor of Practice; Faculty Director, Graduate Tax Program, Villanova University, and Andy and Mike will be joined by fellow panelist Prof. Amy Feinberg, Director of Tax Clinic; Associate Professor of Law, Villanova University.
More information can be found here.
About Andy
Andy focuses his practice on tax controversies, both civil and criminal, at all stages of the administrative and judicial process. A former U.S. Department of Justice attorney, he has briefed and argued approximately 50 tax cases in the U.S. courts of appeals. He is regent of the American College of Tax Counsel for the D.C. Circuit and a frequent writer and speaker on tax issues. He is also an adjunct professor at American University Washington College of Law.
About Mike
Mike is an associate with Kostelanetz. He focuses his practice on civil and criminal tax controversy matters, including audits, promoter investigations, voluntary disclosures, U.S. Tax Court litigation, and criminal tax investigations. Prior to joining the firm, Mike served for two years as a judicial law clerk for Judge Joseph W. Nega of the U.S. Tax Court.
