Representing clients before the IRS requires a clear understanding of the agency’s internal structure and the rules that govern professional conduct. Join Rebecca Sheppard and Peter Haukebo on May 26 at 1 PM for a practical look at how to navigate the IRS effectively.
They’ll focus on the statutory and regulatory framework of IRS practice, providing tax professionals with the tools needed to manage client matters efficiently and accurately.
Key Learning Objectives
- The Regulatory Framework: Review the statutory rules governing IRS practice, including the requirements of Circular 230.
- Navigating the Agency: Understand the IRS organizational structure, its divisions, and how their specific functions impact your cases.
- Procedural Guidance: Learn how to work within agency procedures to reach effective resolutions for your clients.
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.