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
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
Instructor
During the first half of this informative session, Rebecca Sheppard and Peter Haukebo, attorneys from Frost Law will cover the following on the Employee Retention Credit:
* ERC Background
* ERC Legislation
* ERC Guidance
* Payroll Tax Basics
* an in depth look at “what is the ERC?”
* and much more…
The 2nd half of the program will be led by Sean Hatley with Bowman Jarashow Law. They say “an ounce of prevention is worth a pound of cure.” As professional advisors, it is not only our job to react to our clients’ needs, but it is also our job to be proactive in addressing issues before they become problems. During this presentation, we will discuss how to identify potential issues and liabilities, and how to address them with your clients. We will discuss various topics from titling of real property, succession planning, buy-sell agreements, holding companies, dealing with trustees and personal representatives, and more. This is a great opportunity to gain the knowledge to add value to your clients!