Instructor
Rebecca Sheppard, Esq. is a tax attorney and a Partner in the Special Credits practice group at Frost Law. Over the last two years, Rebecca has used her background in government practice to work with business clients across the country in helping them secure government funding from PPP, EIDL, and the Employee Retention Credit (ERC). Unlike many other tax professionals, Rebecca has used her tax and legal background to closely follow the legislative changes and relief programs, giving her a thorough understanding of the complexities of how businesses from all industries can maximize their claims for refundable tax credits. Her efforts have allowed her to recover significant refunds for many small and medium-sized businesses around the country.
Rebecca previously worked for the Comptroller of Maryland as a tax attorney in the Hearings and Appeals Section. She conducted administrative hearings, issued binding legal determinations, and negotiated settlement agreements on behalf of the Comptroller of Maryland. Rebecca’s experience both in government and private practice allows her to effectively navigate how businesses can best make tax law work in their favor.
Instructor
Instructor
Peter Haukebo, Esq. is a tax attorney and a Partner in the Special Credits practice group at Frost Law. Since 2020, Peter has leveraged his background in tax and corporate law to work with business owners throughout the U.S. to help them claim much-needed relief from PPP, EIDL, and the Employee Retention Credit (ERC). His familiarity with the ever-changing tax code and recent legislation allows him to provide second opinions for businesses even if they already filed a claim so that the business owner can properly maximize their tax credits received. His efforts have helped inform hundreds of business owners on the intricacies of ERC and allowed many to claim significant refundable tax credits.
Peter’s other tax and business law experience focuses on the areas of tax controversy, tax planning, and business transactions. He also manages a team of attorneys and oversees the Legal Innovation Department at the law firm. Prior to joining the firm in 2018, he practiced at Chaney | Haukebo LLP.
Education
1 – 2:40 pm – Rolling Out Resiliency: Quick Tools for Reigniting Yourself and Your Team!
Presenter: Lyndley O’Dell, MS, PHR, SHRM-CP, Maryland Healthcare Education Institute
Is your team burned out, stressed, running on empty? Maybe YOU are feeling these things? Now more than ever, resiliency, our ability to cope, is a critical skill to develop and use in our fast-paced, rapidly changing and uncertain environment.
Burnout is a syndrome characterized by exhaustion, cynicism and reduced effectiveness. Research shows that motivation, quality, and well-being are all negatively impacted by burnout.
The good news is that resiliency is a skill that can be developed and strengthened. 30% of our resiliency is linked to our genes, however, 70% is influenced by our environment.
In this interactive session, evidenced-based resiliency tools from the research by Dr. Bryan Sexton, Duke University, and Martin Seligman, University of Pennsylvania, will be examined. Utilization of these tools has shown a significant decrease in burnout and depression as well as fewer issues in dealing with difficult colleagues and a reported better work/life balance. Applying these tools will increase moral, focus and engagement.
Objectives:
Key Topics:
____________________________________________________________________
2:40 – 2:50pm – Break
____________________________________________________________________
2:50- 4:30pm – PPP Loan Forgiveness
Presenter: Rebecca Sheppard, Senior Associate and Peter Haukebo, Senior Associate, Frost Law Associates
This course will discuss the Paycheck Protection Program in depth along with how to maximize forgiveness. We will also discuss other programs that work with PPP to maximize aid during these uncertain times. Understand the tax consequences of PPP funds.
Objectives:
Key Topics:
