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Spotlight with Frost Law

Tax planning for the tax-exempt organization. Learn about different refundable tax credits that tax-exempt organizations can utilize to increase the organizations' reserves as much as possible!  

For the last three years our Partners, Rebecca Sheppard, Esq. and Peter Haukebo, Esq., have helped hundreds of organizations understand the qualifications for organizations to receive refundable tax credits as well as advise on compliance issues.

Don’t miss out on the opportunity to ask our team questions about your organization's eligibility and how to make sure you are not leaving money on the table in 2023. Join us on September 21st at 12:30 pm EDT to learn how your business can leverage these tax opportunities. They will cover topics such as:

  • Employee Retention Credit (ERC) Update
  • Research and Development (R&D) Tax Credits
  • Energy Credits
  • UBIT rules
  • 990 compliance
  • And More

Please feel free to send any questions in advance to:

RSRebecca Sheppard 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.

PHPeter Haukebo 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.