With a sharp uptick in Information Document Requests (IDRs), IRS audits continue to evolve with increasing reliance on correspondence audits. This course explores current audit trends, insights from the IRS Data Book, and highlights the surge of Employee Retention Credit audits.
Whether you’re new to audits or looking to sharpen your skills, this session provides a practical playbook for effective responses.
Learning Objectives
- Identify current audit trends and high-focus issues, including ERC correspondence audits
- Differentiate among IRS audit types and operating divisions
- Outline the role of IDRs in the audit process and recognize common issues
- Evaluate best practices for drafting timely, accurate, and strategic responses
- Improve strategies for managing client expectations and IRS communications
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.