ERC LP Banner

Register Here

ERC Audits Are You Ready?

Join the co-chairs of Frost Law’s Special Credits practice group, Peter Haukebo, and Rebecca Sheppard, as they discuss everything they know about the government's review of the Employee Retention Credit.

Rebecca and Peter will combine their substantial tax controversy experience with their extensive study of ERC; the discussion will include an update concerning what is known about the Internal Revenue Service's efforts to date, substantiation requirements and best practices regarding the same, and a detailed discussion of the top issues likely to be scrutinized. ERC audits have begun!

Join us to discuss how to protect your client from audit and how to prepare for an audit that does inevitably land on your desk.

Please send any topical questions in advance to:

Meet the Presenters

RebeccaRebecca 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.

PeterPeter 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.