Session Sneak Peek: Hall Lundstedt
October 02, 2026
Ashlee Hall brings 19 years of legal and business experience. Her practice centers on federal tax controversy — IRS examination defense and Appeals, including employee retention credit matters and Post-Appeals Mediation — alongside energy and investment tax credit work and planning for closely held businesses.
Mary Lundstedt has more than 20 years of experience as a tax controversy attorney, representing businesses and individuals in complex controversies, including employee retention credit matters, before federal, state, and local taxing authorities, from examination through Appeals. Mary is an expert in defending taxpayer rights before the IRS.
Q&A with Hall Lundstedt
OSCPA: What's one thing you'll be diving into during your session?
Hall Lundstedt: Section 7508A, the COVID disaster window (Kwong), and the opportunity for taxpayers.
OSCPA: What's one recent development in tax law or IRS controversy?
Hall Lundstedt: The limited partner exception under section 1402(a)(13) moved three times in eight months. The Fifth Circuit decided it in January on pure state-law limited liability, then withdrew its own opinion and substituted a different holding in August. On September 17, the Second Circuit affirmed the Tax Court and held that a limited partner is one who has limited liability and does not run, manage, or control the business.
OSCPA: What's one takeaway that could help attendees working with the IRS?
Hall Lundstedt: The IRS is stretched more thin than ever with fewer employees and less training. With the reliance on automation and the increased use of AI, expect errors from the government that you are going to have to fight to fix.
Attend the Event
OSCPA October Lunch + Learn: Current Developments in Tax Law & IRS
October 20| 12:00 PM | Oklahoma City | Virtual| Recommended CPE: 1 hour