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Death Taxes: Estate, Inheritance, Gift, and Capital Gains Taxes Explained

Thursday, July 30, 2026 · 12:30 PM EDT

Program Field of Study: Taxes/Federal Tax Related Matters
Program Level: Basic
Credits: 1 CPE | 1 CE
Advanced Preparation: None
Prerequisite: None

This session provides a practical overview of the taxes that affect the transfer of wealth during l...
Getting Ready for Audits: A Practitioner’s Guide to Navigating IRS Scrutiny

Tuesday, August 4, 2026 · 1:00 PM EDT

Program Field of Study: Taxes/Federal Tax Related Matters
Program Level: Basic
Credits: 1 CPE | 1 CE | 1 CLE
Advanced Preparation: None
Prerequisite: None

Join Frost Law Partners Rebecca Sheppard and Peter Haukebo to review COVID-19 Relief Progra...
Coming out of the Dark - Episode 3: FBAR and Form 8938 Penalties

Wednesday, August 5, 2026 · 1:00 PM EDT

Program Field of Study: Taxes/Federal Tax Related Matters
Program Level: Basic
Credits: 1 CPE | 1 CE
Advanced Preparation: None
Prerequisite: None

Continuing his compliance series, Matt Eddleman covers foreign account reporting obligations and th...
Inside the Mind of a Revenue Officer: What Really Drives IRS Collection Decisions

Thursday, August 6, 2026 · 1:00 PM EDT

Program Field of Study: Taxes/Federal Tax Related Matters
Program Level: Intermediate
Credits: 1 CPE | 1 CE
Advanced Preparation: None
Prerequisite: None

This course is designed for CPAs, Enrolled Agents, and attorneys with working knowledge of ...
Snowbirds, Remote Workers, & Movers: Residency Audit Risk in the DMV & NY Tristate Area

Thursday, August 13, 2026 · 3:00 PM EDT

Program Field of Study: Taxes/Federal Tax Related Matters
Program Level: Basic
Credits: 1 CPE | 1 CE
Advanced Preparation: None
Prerequisite: None

This program will examine key residency concepts and audit issues affecting “snowbirds,” remote wor...
Charitable Giving Strategies: How to Incorporate Generosity into Your Estate Plan

Thursday, August 27, 2026 · 12:30 PM EDT

Program Field of Study: Taxes
Program Level: Basic
Credits: 1 CPE | 1 CE
Advanced Preparation: None
Prerequisite: None
Hot Topics in Tax for Divorce Attorneys: Understanding Tax Returns

Monday, August 31, 2026 · 1:00 PM EDT

Program Field of Study: Taxes/Federal Tax Related Matters
Program Level: Basic
Credits: 1 CPE | 1 CE
Advanced Preparation: None
Prerequisite: None

This presentation equips family law attorneys with practical tax literacy skills essential for divo...
IRS Appeals Basics

Tuesday, October 20, 2026 · 1:00 PM EDT

Program Field of Study: Taxes/Federal Tax Related Measures
Program Level: Beginner/Intermediate
Credits: 1 CPE | 1 CE
Advanced Preparation: None
Prerequisite: None

Explore ways to challenge tax and penalty assessments, collections, and disallowe...

Past Events

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Employee Retention Credit Fireside Chat

Thursday, July 23, 2026 · 1:00 PM EDT

Program Field of Study: Taxes/Federal Tax Related Matters
Program Level: Basic
Credits: 1 CPE | 1 CE
Advanced Preparation: None
Prerequisite: None

Join Rebecca Sheppard, Esq., and Peter Haukebo, Esq., with a clear picture of what is actually happ...
Welcome to Tax Controversy

Wednesday, July 22, 2026 · 2:00 PM EDT

Attendees will learn how to spot critical deadlines, preserve appeal rights, and assess available remedies in audit, collection, and post-assessment situations. The presentation also covers core resolution strategies such as offers in compromise, ...
When Ethics Meets Enforcement: Circular 230 in IRS Collections

Thursday, July 9, 2026 · 3:00 PM EDT

Understanding IRS collections involves more than just technical expertise; it requires a solid grasp of ethical obligations. This course offers tax professionals an in-depth exploration of Circular 230, the IRS's guidelines regarding practitioner ...
Coming Out of the Dark: Streamlined Filing Procedures

Wednesday, July 1, 2026 · 2:00 PM EDT

Learning Level: Basic

Many U.S. taxpayers with foreign financial accounts and unreported offshore income find themselves out of compliance, not through deliberate concealment, but through a lack of awareness of their obligations. For those taxpay...
Planning for Incapacity: Estate Planning Should Cover Your Lifetime Too

Thursday, June 25, 2026 · 1:00 PM EDT

When you hear "estate planning," a lot of people automatically think it means "creating a Will;" however, that's only part of the story. A complete estate plan must also address the very real possibility of incapacity during a person's lifetime. T...
From Panic to Plan: A Practical Crash Course in IRS Collection Alternatives

Tuesday, May 5, 2026 · 4:00 PM EDT

When the IRS issues notices or moves toward a levy, the primary challenge for taxpayers and their advisors is determining the most effective response. Understanding the timeline and the available options is essential to resolving these cases effic...
Saenz and "Chapter 20" in the Fourth Circuit

Thursday, April 23, 2026 · 3:00 PM EDT

In the complex landscape of consumer bankruptcy, the "Chapter 20" strategy remains one of the most powerful tools for debtors—provided it is executed with precision. By strategically filing a Chapter 7 to secure a personal discharge before immedia...
Building a Winning Penalty Abatement Case

Wednesday, April 22, 2026 · 12:00 PM EDT

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 Norlande...