ERC Leadership Summit Agenda

Hotel Directions

Directions to The Ben

Directions to The Breakers

Have A Question?

If you need assistance with anything, please do not hesitate to contact Nick Sowells at 443-454-2252 or via nick.sowells@frosttaxlaw.com.

Email question@askfrost.com if you have a question to submit for any of the panelists ahead of time

Day 1 – May 13th – Welcome Reception

6:00pm-10:30pm
Welcome Reception Dinner
Echo

Join us for a welcome dinner at Echo. Celebrate in your cocktail best!

All attendees staying at The Breakers have the option of a shuttle provided by the hotel for transport to the dinner.

Attire: Cocktail chic
Directions: Map link to Echo restaurant here

Day 2 – May 14th – Leadership Summit

7:30am

Shuttle Pickup

The Ben & The Breakers
Shuttles arrive to pick up guests from The Ben & The Breakers. Please note: All private vehicles (Ubers, Lyfts, etc.) will be turned away by resort security.

If you are unable to use a shuttle, please contact Nick Sowells at 443-454-2252 or via nick.sowells@frosttaxlaw.com.

Attire: Business casual. No polos, cargo pants, or denim is allowed. Jackets are required for men.
8:00am-9:00am
Breakfast
Outside Foyer
Housemade Scones, Croissants, Gourmet Muffins, Banana Bread, Seasonal Sliced Fresh Fruit, Farm Fresh Scrambled Eggs, Cheddar Cheese, Chives, Short Rib Benedict, Ginger-Scallion Chimichurri, Miso, Hollandaise Sauce
9:00am-9:15am
Opening Remarks
Grand Ballroom
Glen Frost
Rebecca Sheppard
Peter Haukebo
9:15am-10:00am
Panel – Trending Topics in ERC
Grand Ballroom
Tracy Martinez
Justin Elanjian
Eric Lanning
Kenny Dettman
Join our panelists as they explore the latest developments and trends surrounding the ERC. In this engaging session, panelists will address common challenges, share best practices, and provide actionable insights on how organizations of all sizes can optimize their approach to this vital relief program.
View taxnow's erc refund insights & Data
10:00am-10:15am
Session Break
10:15am-11:00am
Panel - Current Developments in Refund Litigation
Grand Ballroom
Peter Haukebo
Nate Pollock
Tracy Martinez
Justin Elanjian
In this session, a panel of legal and tax experts will explore the current state of ERC refund litigation, offer practical insights on how companies can navigate the evolving landscape of these refund claims, and key legal precedents shaping ongoing litigation.
11:00am-12:00pm
Panel – Legislative Update
Grand Ballroom
Peter Haukebo
Tim Parrish
Wes Coulam
This panel will provide a comprehensive update on the latest legislative developments at the federal level, highlighting key bills, amendments, and policy shifts that could impact industries, businesses, and individuals. Experts will analyze the implications of recent legislation on areas such as tax policy, as well as offer insights into the legislative process moving forward.
View proposed Tax BillView Proposed Tax Bill Section by SectionView Descriptions of Tax Provisions of Proposed Tax Bill
12:00pm-1:30pm
Lunch & Networking
Grand Ballroom – Served at Table
Oven Roasted Chicken Roulade, Butternut Squash Puree, Caramelized Onion, Parsley-Arugula-Apple Salad, Chicken Jus, Silent Vegan Option du Chef

1:00pm Dessert and Coffee Service
1:30pm-2:30pm
Panel – State of the IRS
Grand Ballroom
Rebecca Sheppard
Terry Lemons
Larry Gray
Eric Hylton
Darren Guillot
This panel will explore the current state of the IRS, examining its evolving role in tax enforcement, customer service challenges, and efforts to modernize its systems. Experts will discuss the impact of recent legislative changes, including funding from the Inflation Reduction Act, and how the IRS is adapting to emerging issues like digital currencies and cybersecurity. With a focus on both the agency’s challenges and opportunities for reform, this session will provide valuable insights into the future of tax administration in the U.S.
2:30pm-2:45pm
Session Break
2:45pm-3:45pm
Panel – Effectively Managing ERC Disputes
Grand Ballroom
Matt Eddleman
Dan Mayo
Rebecca Sheppard
Darren Guillot
This panel will provide critical insights into the complexities of ERC audits, appeals processes, and disallowances. With the IRS increasingly scrutinizing ERC claims, businesses and tax professionals face an evolving landscape of compliance challenges. Experts will discuss best practices for preparing for audits, common pitfalls to avoid, and strategies for effectively handling disallowances and appeals.
3:45pm
Session Break
Shuttles pick up attendees at Mar-a-Lago and drop off at The Ben and The Breakers.
6:00pm
Transport to Evening Events
Shuttles pick up from The Ben and The Breakers for transport to Mar-a-Lago for evening events.
6:30pm-8:00pm
Cocktail Hour
Poolside at Mar-a-Lago

Hors d’oeuvres

  1. Classic Shrimp Cocktail
  2. Ginger Compressed Watermelon, Foie Gras Mousse
  3. Puffed Wild Rice, Micro Basil
  4. Lamb Lollipop, Peach Mostarda
  5. Pear, Almond, Brie in Crispy Phyllo, Raspberry Coulis
  6. King Crab Fritters, Cilantro Yogurt
  7. Duck Confit Beignet, Black Garlic Aioli

Open Bar

8:00pm-10:00pm
Dinner
White and Gold Ballroom at Mar-a-Lago
  • 8:25pm — Tableside Beverages 
  • 8:25pm — First Course
    • Iceberg Wedge, Roquefort Cheese, Grape
    • Tomatoes, Bacon, Red Onion
    • Veg: Mixed Greens
  • 8:55pm — Entrée
    • Sliced Beef Filet & Pan Seared Scallops
    • Root Vegetable and Truffle Dauphinoise
    • Rainbow Swiss Chard, Roasted Leeks, Baby Turnip, Bordelaise Sauce
    • Vegan Option du Chef
  • 9:25pm — Dessert and Coffee Service
    • Mar-a-Lago Trio: Molten Chocolate Cake, Vanilla Cheesecake, Strawberry Shortcake
    • Veg: Berries and Sorbet
  • 10:00pm — Shuttles pick up at Mar-a-Lago and drop off at The Ben and The Breakers