Don’t Leave Money on the Table: Commonly Missed Tax Opportunities
Wednesday, August 2, 2023, 12:00pm EST
Please join special guest tax attorneys Rebecca Sheppard and Jessica Ledingham for a discussion of commonly missed small business tax opportunities. The presentation will cover eligibility for the Qualified Rehabilitation Expenditure (QRE), the Employee Retention Tax Credit (ERC or ERTC), and preparation for audits.
This webinar will also include:
- Budgets, books, and statements
- Business structure
- Best record-keeping practices
- Time for your questions, live!
Can’t make this Webinar? Don’t worry! Register Now and we’ll email you an on-demand version!
Partner, Frost Law
Rebecca Sheppard, Esq. is a tax attorney and a Director in the Tax Controversy practice group at Frost Law. Over the last two 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). Rebecca previously worked for the Comptroller of Maryland as a tax attorney. 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.
Senior Associate, Frost Law
Jessica Ledingham is a Senior Associate at Frost Law. Her principal areas of practice include tax controversy, tax preparation, and securing government funding such as the Employee Retention Credit (ERC). Jessica has worked with individuals, corporations, and partnerships at all stages of an IRS examination, at appeals and Tax Court, complex civil litigation and appeals, and white-collar criminal defense. Prior to joining Frost Law, Jessica worked as an attorney at a Vault-100 law firm, a Big-4 Accounting Firm, and as a law clerk at the United States Tax Court.
Executive Director, Small Business Legal Center
Elizabeth Milito serves as Executive Director, Small Business Legal Center with the National Federation of Independent Business Small Business Legal Center, a position she has held since March 2004. Ms. Milito is responsible for managing cases and legal work for NFIB. She frequently counsels businesses facing employment discrimination charges, wage and hour claims, wrongful termination lawsuits, union avoidance and, and in most other areas of human resources law. She also provides and develops on-line and on-site training on a variety of employment law matters and is a frequent media spokesperson on employment and labor matters. Since March 13, 2020, Ms. Milito has been offering webinars to navigate small business owners nationwide through the federal loan programs, workplace safety guidelines, liability issues, and economic downturn.
Executive Director, NFIB Research Center
Holly Wade is the executive director of research and policy analysis for NFIB, where she conducts original research and studies public policy effects on small businesses. She produces NFIB’s monthly Small Business Economic Trends survey and surveys on topics related to small business operations. Holly is also a member of the Board of Directors of the National Association for Business Economics (NABE). She has undergraduate degrees in Political Science and Sociology from the University of Washington, and a Masters of Public Policy from the University of Denver