Kwong Refund Recovery Find and Claim Hidden Refund Opportunities Before the July 10 Deadline In the next few weeks, your clients are going to read about Kwong in the Wall Street Journal or see it on CNBC. Then they’re going to call their tax professional and ask why no one reached out. The IRS assessed more than 32 million failure-to-pay and estimated tax penalties in FY 2023 alone. Under Kwong v. United States, a meaningful share — sitting inside your existing client base right now — may be recoverable. But only if a Form 843 lands at the right service center, certified mail, before July 10, 2026. This program is built for the eight weeks you have. Operational, not academic. You leave with a workflow you can run Monday morning. - Identify clients sitting on substantial penalty and interest refund opportunities - Find previously denied refund claims that are now timely under Kwong’s reasoning - Read IRS transcripts to verify qualifying assessments and payments in minutes, not hours - Calculate refund amounts tied to pandemic-era deadlines - Draft Form 843 refund claims and protective claims with the right Kwong-specific language - Build an outreach workflow to reach out to your client base before the deadline - July 10 - Structure and price the engagement — flat fee, contingent, hybrid

Here is the link to tonight's last meeting of our co-hort. https://drive.google.com/file/d/1e0u1O8GD-ufHhb3wOYTDx2FWdy5tZeUa/view?usp=sharing An email has gone out with the two workbooks that were reviewed in tonight's class.

Greetings Ladies, I hope all is well with everyone. Unfortunately, I will not be attending the last session. My granddaughter is graduating from High School, so I be at her ceremony. I hope we're able to keep in contact with each other. Thank you, Beverly

*****Our next meeting will be our last meeting for the Global TAXpreneur CEO Academy**** We will cover what you need to do to prepare returns while living abroad and we will cover the Post-Tax Season Business Audit. I want to make sure that we are all clear on the Membership Policies and Content Usage for the paid Global TAXpreneur CEO Academy. As outlined in the Membership Policy, all materials - including posts, templates, trainings, and discussions shared inside this community, the bootcamp, and meetings - are protected and may NOT be shared, repurposed, repurposed using AI, or used within another program, course, or community without written permission. This includes content that may reference publicly available sources (such as IRS.gov). The structure, presentation, and application of that information inside this program is part of my intellectual property. This program was not created to support other course or community builders in sourcing content. It is specifically designed for tax professionals who are looking to start and scale their own virtual tax businesses. Please reference the Membership Policies and Rules for more information.

I hope that you CEO's are busy in your businesses. I sent out a Questionnaire after our last meeting and I have not received any completed responses. Let me know if you will be providing a response or not. Everyone, have a great week and great weekend. 😀