Webinar: When Ethics Meets Enforcement: Circular 230 in IRS Collections by ALFI

Presenters

Peter Haukebo

Esq.

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.

Rebecca Sheppard

Esq.

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.

About

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 conduct in the context of collections. Attendees will encounter real-world scenarios and practical advice to navigate ethical dilemmas effectively, ensuring compliance while protecting client interests and their professional integrity. By the end of the session, participants will feel equipped to address common challenges in tax collection representation.