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Don't Leave Money on the Table: Commonly Missed Tax Planning Opportunities for 2023

Don't Leave Money on the Table: Commonly Missed Tax Planning Opportunities for 2023

Tuesday, May 23, 2023 (12:00 PM - 1:00 PM) (EDT)


Many businesses took advantage of Covid relief programs such as PPP and EIDL, but many more are still missing out on funds from the Employee Retention Credit (“ERC”). Eligible employers who paid qualified wages can claim up to $26,000 per employee in refundable tax credits.

Another missed opportunity occurs when companies do not effectively utilize tax planning strategies. These strategies include the work opportunity tax credit, research and development credit, planning for long-term sustainability, bonus depreciation, and business expenses.

For the last two years our Tax Directors, Rebecca Sheppard, Esq. and Peter Haukebo, Esq., have helped hundreds of businesses, including law firms, understand the qualifications for ERC and other relief programs available to them.

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

Join our legal team to learn how your business can qualify for ERC and claim up to $26,000 per employee.

COVID relief that is fully funded

7 potential quarters of eligibility

3 independent eligibility tests

Up to $26,000 per employee

Cash refund — not a loan or a grant

Speakers' Bios:

Rebecca Sheppard, Esq.

Rebecca Sheppard, Esq. is a tax attorney and a Partner in the Tax Controversy practice group at Frost Law. Over the last three 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.

Rebecca previously worked for the Comptroller of Maryland as a tax attorney in the Hearings and Appeals Section. She conducted administrative hearings, issued binding legal determinations, and negotiated settlement agreements on behalf of the Comptroller of Maryland. Rebecca’s experience both in government and private practice allows her to effectively navigate how businesses can best make tax law work in their favor.

Peter Haukebo, Esq.

Peter Haukebo is a Partner at Frost Law. He concentrates his practice in the areas of tax controversy and planning and business transactions. Since 2020, Prior to joining the firm in 2018, he practiced at Chaney | Haukebo LLP. From 2013 to 2019, Peter served as an adjunct professor of law instructing in the Low Income Taxpayer Clinic at the University of Maryland Francis King Carey School of Law. He has been a member of the MSBA’s Taxation Section Council since 2015, and currently serves as the Council’s Secretary. Peter received his Juris Doctor cum laude from the University of Maryland School of Law and his Bachelor of Arts magna cum laude from Miami University in Oxford, Ohio. He is admitted to practice before the Maryland Court of Appeals, the Federal District Court for the District of Maryland, the Bankruptcy Court for the District of Maryland, and the United States Tax Court.

Online, via Zoom
Tuesday, May 23, 2023 (12:00 PM - 1:00 PM) (EDT)
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