July 7th, 2026 — With continuing complexity in the tax and legal world, a new education platform will focus on actionable help and guidance for tax professionals.
ALFI, the Accounting, Legal, & Finance Institute, is a new professional growth ecosystem built for accounting, legal, and financial professionals who are looking for more than a course catalog. ALFI combines expert-led education, practical content, and meaningful professional networking in a single, modern platform designed to help members stay sharp, relevant, and connected in a fast-changing industry.
Live webinars are already planned for the next quarter, covering a wide range of topics for accounting, legal, and financial planning professionals. Featured events will be posted at www.alfi.org.
“We’re at a historic period in the tax and legal worlds, and it’s more critical than ever for professionals to stay on top of the latest developments,” said Rebecca Sheppard, Esq., ALFI President and co-founder. “Our mission goes beyond simply offering continuing education credits, but stepping into the real world with practical guidance and insights to help tax professionals assist their clients and build their practices. We’ll bring in leading voices and dynamic speakers to support our members.”
As a partner at a leading tax firm, Sheppard is known for her practical approach to controversy work and her ability to translate complex tax issues into actionable guidance for practitioners. Having worked inside and outside of government, Sheppard’s extensive experience representing clients before the IRS and state taxing authorities gives her an incisive lens for advising other practitioners on audits, appeals, and tax litigation.
“This new effort is built around how professionals actually work,” Sheppard explained. “We want ALFI to provide not just quality education and access to thought leaders, but connectivity for members of the wider community that can help grow professional relationships.”
“The concept for ALFI grew out of observations and feedback from practitioners at conferences, webinars, and trade shows,” shared Glen Frost, Esq., CPA, CFPⓇ, co-founder of ALFI. “Those experiences consistently pointed to the same need for clear, practical, experience-driven education for practitioners who deserve more than a ‘check-the-box’ learning experience.”
ALFI provides a platform for leading practitioners to share insight and perspective from inside the industries they know, ensuring members are equipped to navigate evolving trends as they emerge. Key features include:
“ALFI offers a smarter, more connected way to grow your practice and earn continuing education credits while nurturing meaningful relationships with instructors and peers,” said Peter Haukebo, Esq., co-founder and veteran speaker. “It’s professional growth that fits the way you work.”
Accounting, legal, and finance professionals can join ALFI for free to connect with the people, ideas, and insights shaping their industry. Reserve a spot at upcoming sessions; all times are Eastern:
July 1, 1 p.m. - Coming Out of the Dark: Streamlined Filing Procedures
July 9, 3 p.m. - When Ethics Meets Enforcement: Circular 230 in IRS Collections
July 16, 2 p.m. - Tariff Refunds Guide for CPAs, Attorneys, and Business Owners
July 20, 1 p.m. - Hot Topics in Tax for Divorce Attorneys: Understanding Tax Returns
July 22, 2 p.m. - Welcome to Tax Controversy
July 27, 1 p.m. - EIDL Aftermath: What Small Businesses Need to Know Now
About ALFI: AlFI is an internet-based continuing professional education provider and networking platform for accounting and tax professionals. ALFI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education and the Internal Revenue Service as a CE provider. State Boards of Accountancy and Law Examiners have discretion for accepting courses for credit. For more information, visit https://www.alfi.org.
July 7th, 2026 — With continuing complexity in the tax and legal world, a new education platform will focus on actionable help and guidance for tax professionals.
ALFI, the Accounting, Legal, & Finance Institute, is a new professional growth ecosystem built for accounting, legal, and financial professionals who are looking for more than a course catalog. ALFI combines expert-led education, practical content, and meaningful professional networking in a single, modern platform designed to help members stay sharp, relevant, and connected in a fast-changing industry.
Live webinars are already planned for the next quarter, covering a wide range of topics for accounting, legal, and financial planning professionals. Featured events will be posted at www.alfi.org.
“We’re at a historic period in the tax and legal worlds, and it’s more critical than ever for professionals to stay on top of the latest developments,” said Rebecca Sheppard, Esq., ALFI President and co-founder. “Our mission goes beyond simply offering continuing education credits, but stepping into the real world with practical guidance and insights to help tax professionals assist their clients and build their practices. We’ll bring in leading voices and dynamic speakers to support our members.”
As a partner at a leading tax firm, Sheppard is known for her practical approach to controversy work and her ability to translate complex tax issues into actionable guidance for practitioners. Having worked inside and outside of government, Sheppard’s extensive experience representing clients before the IRS and state taxing authorities gives her an incisive lens for advising other practitioners on audits, appeals, and tax litigation.
“This new effort is built around how professionals actually work,” Sheppard explained. “We want ALFI to provide not just quality education and access to thought leaders, but connectivity for members of the wider community that can help grow professional relationships.”
“The concept for ALFI grew out of observations and feedback from practitioners at conferences, webinars, and trade shows,” shared Glen Frost, Esq., CPA, CFPⓇ, co-founder of ALFI. “Those experiences consistently pointed to the same need for clear, practical, experience-driven education for practitioners who deserve more than a ‘check-the-box’ learning experience.”
ALFI provides a platform for leading practitioners to share insight and perspective from inside the industries they know, ensuring members are equipped to navigate evolving trends as they emerge. Key features include:
“ALFI offers a smarter, more connected way to grow your practice and earn continuing education credits while nurturing meaningful relationships with instructors and peers,” said Peter Haukebo, Esq., co-founder and veteran speaker. “It’s professional growth that fits the way you work.”
Accounting, legal, and finance professionals can join ALFI for free to connect with the people, ideas, and insights shaping their industry. Reserve a spot at upcoming sessions; all times are Eastern:
July 1, 1 p.m. - Coming Out of the Dark: Streamlined Filing Procedures
July 9, 3 p.m. - When Ethics Meets Enforcement: Circular 230 in IRS Collections
July 16, 2 p.m. - Tariff Refunds Guide for CPAs, Attorneys, and Business Owners
July 20, 1 p.m. - Hot Topics in Tax for Divorce Attorneys: Understanding Tax Returns
July 22, 2 p.m. - Welcome to Tax Controversy
July 27, 1 p.m. - EIDL Aftermath: What Small Businesses Need to Know Now
About ALFI: AlFI is an internet-based continuing professional education provider and networking platform for accounting and tax professionals. ALFI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education and the Internal Revenue Service as a CE provider. State Boards of Accountancy and Law Examiners have discretion for accepting courses for credit. For more information, visit https://www.alfi.org.
