.jpg?width=1200&height=364&name=ERC%20Fireside%20Chat%20-%20Webinar%20-%20Registration%20Banner%20(2).jpg "ERC Fireside Chat - Webinar - Registration Banner (2)")
Register to Get the Latest Updates on ERC
For a time, the IRS issued frequent updates and warnings about the Employee Retention Credit (ERC).
Since 2024, however, communication from the agency is far more limited. Frost Law Partners Rebecca Sheppard and Peter Haukebo will address the information void with a discussion on Tuesday, March 17, at 12 PM ET about the current state of the program. Have a question or personal story about ERC? Send it in advance, and they'll include it in the conversation.
Even though the pandemic is a distant memory, a lot of ERC money remains at stake. Peter and Rebecca will discuss recent government reports, court decisions, and observations on how the IRS Appeals office is handling protested audit claims, including the opportunity for alternative dispute resolution procedures. Most importantly, they will discuss critical timing considerations like the “Two-Year Trap” following an IRS disallowance that could cost businesses a chance to get an ERC refund.
These fireside chats began as small, client-focused updates, but we’re pleased to open the conversation to those who would benefit from a practical ERC discussion. Please feel free to share the invitation with whoever might be interested.
We’re also excited to offer credit in the near future for attending these Frost Law presentations by partnering with a new continuing education provider. Stay tuned for updates coming your way at the end of tax season.
Earn CPE Credits
To receive CPE credit for attending this event, please follow this link. Filling out this form will not register you for the presentation. You must sign up with the URL sent in the confirmation email.
Learning Objectives:
-
Evaluate IRS audit trends and what is occurring in recent audits
-
Discuss latest intelligence and insights from recent -government reports and court rulings
-
Explain IRS appeals process and new opportunities for alternative dispute resolution to move claims forward
-
Identify the "Two-Year Trap" and why an IRS Notice of Disallowance could cost a business a refund
CPE Credits: 1.0
Field of Study: Taxes
Course Level: Basic
Who Should Attend: CPA - small firm, CPA - medium firm, CPA - large firm, Bookkeeper, CFO / Controller, Small Business Owner
Prerequisites: None
Advanced Preparation: None
Description: Even though the pandemic is a distant memory, a lot of ERC money remains at stake. Peter and Rebecca will discuss recent government reports, court decisions, and observations on how the IRS Appeals office is handling protested audit claims, including the opportunity for alternative dispute resolution procedures. Most importantly, they will discuss critical timing considerations like the “Two-Year Trap” following an IRS disallowance that could cost businesses a chance to get an ERC refund.
Refunds & Cancellations: This course is offered free of charge. Therefore, no refunds are required in the event of a cancellation for any reason. In the event that ALFI must cancel a session, participants will be contacted via the email address used to register their account.
Complaints: For complaints or concerns, please contact info@alfi.org.
The Accounting, Legal, Finance Institute, LLC (ALFI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE sponsors through its website: www.nasbaregistry.org.
About the Speakers
Rebecca Sheppard is a tax attorney and a Partner in the Tax Controversy 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.
Peter Haukebo is a tax attorney and a Partner in the Tax Controversy 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.