Webinar: From Panic to Plan: A Practical Crash Course in IRS Collection Alternatives by ALFi

Join Rebecca Sheppard and Peter Haukebo for a course on navigating the IRS collection process that focuses on evaluating financial data to forecast which resolution path is best for specific circumstances.

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Presenters

Rebecca Sheppard

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

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.

About

Program Field of Study: Taxes, Federal Tax Related Matters
Program Level: Basic
Credits: 1
Advanced Preparation: None
Prerequisite: None
IRS Program Number: JWRXB-T-00002-26-O

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 efficiently.

This webinar is approved for MCLE credit in Virginia and Pennsylvania. Check the reciprocity and requirements for your state's bar association to see if they grant out-of-state credits. Credit hours subject to each state's approval and attorneys may self-apply for CLE credit.

Agenda

Review primary collection alternatives including installment agreements, Offers in Compromise, and "Currently Not Collectible" status
Analyze financial indicators early in the process to determine a realistic outcome
Identify the necessary steps to move from an initial notice to a settled, defensible plan
Apply the Internal Revenue Manual and move beyond basic form-filing to understand how IRS guidelines are applied in real-world scenarios