Let's Talk About
the Kwong Decision
A relaxed, no-pressure conversation for EAs, CPAs, and tax professionals. We'll unpack what the Kwong v. United States ruling means, what it doesn't mean, and what you should be paying attention to going forward.
Reserve My Seat — It's FreeBring your questions. Bring your curiosity. Space is limited — register today.
Session begins in
A Candid Conversation About
What Kwong Means for Your Practice
What Happened in the Kwong Case
We'll walk through the decision in plain language — what the court ruled, why it's generating so much discussion, and how it affects IRS authority over tax practitioners.
How It May Impact IRS Oversight
The ruling challenges longstanding agency authority. We'll talk through what that shift looks like in practice — and what it does and doesn't change for how the IRS regulates practitioners.
Practical Considerations for Your Practice
From client communications to engagement letters, we'll talk through what — if anything — you should be doing differently right now, based on where this ruling stands today.
Questions Practitioners Are Already Asking
We've been hearing a lot from the community. We'll address the most common concerns and scenarios practitioners are navigating in the wake of this decision.
Industry Trends & What May Be Coming Next
The Kwong decision doesn't exist in a vacuum. We'll share what we're watching — regulatory trends, enforcement signals, and what this could mean for the profession going forward.
Open Discussion & Q&A
This is your time. Bring your specific questions, client scenarios, and perspectives. Our panel is here to discuss, not lecture — the conversation is the point.
One of the Most Talked-About Cases
Affecting Tax Practitioners Today
230
Practice
Whether you're deeply familiar with the Kwong decision or still trying to figure out what it actually means, this session is for you. We're not here to alarm — we're here to give you an honest, grounded conversation with colleagues who are asking the same questions you are.
- Connect with colleagues who are navigating the same questions and concerns
- Get practical insights you can actually apply to your practice and client conversations
- Ask the questions you've been sitting on — no judgment, no pressure
- Leave with fresh perspectives and new connections in the tax community
- Stay ahead of the conversation so you're informed, not reactive
Welcome to Tax Aunties Lounge
This isn't a formal training session — and that's the point. Wind Down Wednesday is designed to be a casual professional conversation where tax professionals can learn, ask questions, share perspectives, and connect with colleagues in a welcoming, no-pressure environment.
Show up as you are and join a community of practitioners who take this work seriously — and support each other in doing it well.
2024
Meet the EA Leadership Academy Instructors
Four working tax professionals — enrolled agents, educators, and practice owners — who built this community because they know what it takes to do this work well.
Founder of WOW Tax & Advisory Services and WealthFlow365™, Katrina is an enrolled agent and tax strategist who helps entrepreneurs stop overpaying and start building real wealth. She founded EA Leadership Academy to give aspiring tax professionals a clear, practical path to the EA credential — and a practice worth owning.
With over 30 years in the tax industry, Leri is the owner of Infinity Tax Solutions and a respected educator and advocate within the tax professional community. She serves as Director, Presenter, and Education Coordinator for the Michigan Society of Enrolled Agents and brings deep expertise in IRS and state representation to every conversation.
CEO of Tried and True Financial Services, LLC, Valaise brings more than two decades of financial services experience to her work as an enrolled agent and educator. She helps entrepreneurs gain clarity and confidence in their numbers — and mentors the next generation of EAs toward exam success and lasting career impact.
With over 20 years of experience in tax compliance, resolution, and small business financial strategy, Camea joined the EA Leadership Academy to give back to the tax community and encourage others to pursue the EA credential. She specializes in the music, media, and creative industries and brings leadership experience from organizations including Scripps Networks and Fiat Chrysler Corporation.
Trusted by Tax Professionals Across the Country
These sessions consistently earn the highest ratings from our professional community.
Tax Aunties Lounge is the one professional development event I never miss. The conversation is real, the expertise is deep, and I always leave with something I can use immediately in my practice.
I've attended dozens of professional webinars. EA Leadership Academy is the only one where I feel like the speakers actually know what it's like to be in practice. No fluff — just substance.
This community has transformed how I run my firm. The Wind Down Wednesday sessions keep me ahead of every regulatory change before it affects my clients. Absolutely invaluable.
Reserve Your Seat
Complete your registration below. Your spot is confirmed instantly.
Frequently Asked Questions
Bring Your Questions. Bring Your Energy.
Leave With New Connections.
Join us June 17 for a candid, collegial conversation about one of the most talked-about court cases affecting tax professionals today.
Reserve My Seat — It's Free