Lunch and Learn-2

Tax credits and other financial incentives have been all the rage with Congress’s rollout of popular programs such as the Paycheck Protection Program and the Employee Retention Credit in response to the COVID-19 pandemic. 

There are other high-value credits and tax and business planning maneuvers that business owners are missing out on including the Work Opportunity Tax Credit, Research and Development Credit, and carefully planning how and when to recognize expenses by using Bonus Depreciation or claiming Section 179 Expenses.  Savvy business owners should also be thoughtful about their choice of entity selection to maximize tax efficiency and there’s even more fun with pass-through-entities.

For the last two years our Special Credits Partners, Rebecca Sheppard, Esq. and Peter Haukebo, Esq., have helped hundreds of businesses work through complex tax incentives and are keeping the good times rolling by continuing the discussion about other commonly disregarding opportunities.

Don’t miss out on your opportunity to ask our team your questions to make sure you are not leaving money on the table in 2023.

Join us on November 2nd at 12 pm CST


About Rebecca Sheppard and Peter Haukebo

RS

Rebecca 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.

PH

Peter 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.