Learn to Ask for Relief (The Right Way)
Nobody wakes up excited to see an IRS penalty notice—but there are strategies taxpayers can take to limit or abate penalties. On April 22 at 12 PM, join Frost Law Partner Rebecca Sheppard and Robert Norlander of Norlander CPA, PLLC, a former IRS investigator, as they explain how IRS penalty abatement works, when the IRS is open to removing penalties, and how to ask for relief without further complicating the situation.
What You’ll Learn:
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What “reasonable cause” really means.
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When first‑time abatement applies.
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Why some requests succeed while others fail, even when the facts look similar.
- How does the recent Kwong decision come into play?
This session is designed for taxpayers and tax professionals who want practical, realistic guidance on abating IRS penalties.
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
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.
Robert Nordlander is a CPA and a former IRS Special Agent with over 20 years of expertise in forensic accounting and tax relief. Leveraging two decades of experience within IRS Criminal Investigation—widely considered the gold standard of financial investigative agencies—Robert focuses on revealing hidden financial truths and simplifying complex tax investigations for his clients. Unlike many tax professionals, Robert has lived the life of an investigator, using his background to bridge the gap between technical forensic analysis and practical tax defense. His unique perspective as a former investigator allows him to provide taxpayers and professionals with realistic, high-level guidance on navigating IRS inquiries and securing significant relief in high-stakes financial cases.