Navigate Collections & Find a Path Forward
When the IRS issues notices or moves toward a levy, the primary challenge for taxpayers and their advisors is determining the most effective response. Understanding the timeline and the available options is essential to resolving these cases efficiently.
Join Rebecca Sheppard and Peter Haukebo on May 5 at 12 PM for a practical session on navigating the IRS collection process. This webinar focuses on evaluating financial data to forecast which resolution path is best for specific circumstances.
What We Will Cover:
- Primary Collection Alternatives: A review of installment agreements, Offers in Compromise, and "Currently Not Collectible" status.
- Case Evaluation: How to analyze financial indicators early in the process to determine a realistic outcome.
- Procedural Sequencing: Identifying the necessary steps to move from an initial notice to a settled, defensible plan.
- Applying the Internal Revenue Manual: Moving beyond basic form-filling to understand how IRS guidelines are applied in real-world scenarios.
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.
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
Earn CE Credits
To receive CE 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.
No prerequisites or advanced preparation are required for this seminar.
Field of Study: Federal Tax Related Matters
IMPORTANT INFORMATION REGARDING CONTINUING EDUCATION CREDIT: THE IRS ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING EDUCATION CREDIT FOR ENROLLED AGENTS (EA). PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT.
About the Speakers
Rebecca Sheppard is a Partner at Frost Law with extensive experience representing clients before the IRS and state taxing authorities. She advises on audits, appeals, and tax litigation, focusing on employment tax and the Employee Retention Credit. Rebecca is known for her practical, innovative approach to controversy work and her ability to translate complex tax issues into actionable guidance for practitioners. She regularly speaks on tax procedure and controversy topics to professional audiences. She is a member of the Maryland State Bar Association’s Taxation Section Council.
Peter Haukebo is a tax controversy attorney and Partner at Frost Law, where he represents clients in complex federal and state tax disputes. His practice includes handling IRS audits, appeals, and litigation with a particular focus on employment tax controversies and the Employee Retention Credit. Peter frequently presents to national audiences on tax procedure and controversy topics, blending technical insights with practical strategies. He is admitted to practice in Arizona and Maryland and before the United States Tax Court, Court of Federal Claims, Court of International Trade, and several District Courts. Peter previously taught in the Low Income Taxpayer Clinic at the University of Maryland School of Law and chaired the Taxation Section of the Maryland State Bar Association.