In-Person

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March 30, 2022 - 8:00 am - 5:00 pm (Odessa)Register

Presented by Jimmy Martens

Texas Advanced Franchise Tax (4hrs)

Those with a basic understanding of Texas franchise tax law should attend this course to gain in-depth knowledge of Texas franchise tax issues arising in Texas' major industries from an attorney who works on the front lines, trying complex Texas franchise tax cases in court and arguing the related appeals.

Course Topics Include:

⬧ Revenue Exclusion for Real Estate Activities

⬧ Revenue Exclusion for O&G Production

⬧ Heavy Equipment Rentals

⬧ COGS Installation Labor

⬧ Compensation

⬧ Service Industry Apportionment

⬧ Net Gains/Losses Apportionment

⬧ Transportation Apportionment

⬧ Management Companies

⬧ Combined Reporting

⬧ Medical Exclusions

Texas Sales Tax for the Oilfield Services Industry (4hrs)

This course explains how the Texas sales & use tax and well servicing tax rules apply to the oilfield services industry at all stages of the drilling and completion processes.

This course starts with determining an area of interest, then proceeds through the drilling and completion of a well.

After discussing the rules for producing fields, we conclude with tax rules for workover, plugging, and abandonment.

We also review the Comptrollers recent change in taxing policies for oilfield services, including flowback, directional drilling, and others.

Course Topics Include:

⬧ Seismic and Site Work

⬧ Drilling and Completion

⬧ Well-Servicing Issues

⬧ Operating Producing Fields

⬧ Workover

Lat

April 5, 2022 - 8:00 am - 5:00 pm (Tulsa) Register

Presented by Jimmy Martens

Texas & Oklahoma Sales and Use Tax (8hrs)

After completing this 8-hour course, you’ll gain a working knowledge of the important provisions of both Oklahoma’s and Texas’ sales & use tax rules. Expert instructors from each state will share their knowledge and experience about the application of the tax rules to businesses and the transactions they conduct in their states.

Lat

April 20, 2022 - 8:00 am - 5:00 pm (Houston)REGISTER

Presented by Jimmy Martens

Texas Sales Tax for the Oilfield Services Industry (4hrs)

This course explains how the Texas sales & use tax and well servicing tax rules apply to the oilfield services industry at all stages of the drilling and completion processes.

This course starts with determining an area of interest, then proceeds through the drilling and completion of a well.

After discussing the rules for producing fields, we conclude with tax rules for workover, plugging, and abandonment.

We also review the Comptrollers recent change in taxing policies for oilfield services, including flowback, directional drilling, and others.

Course Topics Include:

⬧ Seismic and Site Work

⬧ Drilling and Completion

⬧ Well-Servicing Issues

⬧ Operating Producing Fields

⬧ Workover

Texas Sales Tax for the Construction Industry (4hrs)

Learn how the Texas sales tax rules apply to all aspects of residential and commercial construction work.

We address contract pricing issues, new construction, remodeling, and repair/maintenance. We'll also cover issues arising with dedicated improvements, common areas, erosion control measures, and tax-exempt jobs.

We’ll also discuss the TERP, motor vehicle sales tax, and motor fuels tax issues along with strategies in minimizing their taxes.

Finally we’ll cover the special rules applicate to work done in declared disaster areas.

Course Topics Include:

⬧ Contract Pricing Issues

⬧ New Construction

⬧ Commercial Repair, Remodeling, and Maintenance

⬧ Residential Development

⬧ Tax-Exempt Jobs

⬧ Pitfalls in Contract Drafting

Lat

May 10, 2022 - 8:00 am - 5:00 pm (Austin)Register

Presented by Jimmy Martens

Texas Sales and Use Tax (4hrs)

After completing this 4-hour course, you’ll gain a working knowledge of the important provisions of Texas’ sales & use tax rules. Our instructors will share their knowledge and experience about the application of the tax rules to businesses and the transactions they conduct in their states.

Handling Texas Tax Audits (4hrs)

Texas tax assessments can financially destroy viable businesses. Therefore, skillful representation and advice is crucial to minimizing audit assessments. This course discusses strategies for handling Texas tax audits.

First, we discuss the pre-audit phase and analyze the initial reconciliations and controls auditors will perform.

Second, we discuss techniques to apply during the audit itself, including tips on how to manage an on-site visit and how to communicate with auditors.

Third, we phase address how best to challenge an adverse tax assessment, including new options for taxpayers that were created by 2021 legislation.

Finally, we discuss the mechanics of the oral hearing process and strategies that tax professionals and businesses employ to increase the likelihood of a favorable outcome.

Course Objectives:

⬧ Prepare for an upcoming audit to minimize an adverse assessment

⬧ Properly advise clients when facing large tax assessments

⬧ Effectively represent clients in contested administrative hearings

⬧ Identify defenses to personal assessments for corporate tax debts

Lat

May 19, 2022 - 8:00 am - 5:00 pm (Dallas)REGISTER

Presented by Jimmy Martens

Texas Sales and Use Tax (4hrs)

After completing this 4-hour course, you’ll gain a working knowledge of the important provisions Texas’ sales & use tax rules. Our expert instructors will share their knowledge and experience about the application of the tax rules to businesses and the transactions they conduct in their states.

Handling Texas Tax Audits (4hrs)

Texas tax assessments can financially destroy viable businesses. Therefore, skillful representation and advice is crucial to minimizing audit assessments. This course discusses strategies for handling Texas tax audits.

First, we discuss the pre-audit phase and analyze the initial reconciliations and controls auditors will perform.

Second, we discuss techniques to apply during the audit itself, including tips on how to manage an on-site visit and how to communicate with auditors.

Third, we phase address how best to challenge an adverse tax assessment, including new options for taxpayers that were created by 2021 legislation.

Finally, we discuss the mechanics of the oral hearing process and strategies that tax professionals and businesses employ to increase the likelihood of a favorable outcome.

Course Objectives:

⬧ Prepare for an upcoming audit to minimize an adverse assessment

⬧ Properly advise clients when facing large tax assessments

⬧ Effectively represent clients in contested administrative hearings

⬧ Identify defenses to personal assessments for corporate tax debts

Lat

June 1, 2022 - 8:00 am - 5:00 pm (Houston) Register

June 2, 2022 - 8:00 am - 5:00 pm (New Orleans)Register

Presented by Jimmy Martens & Gary Dressler

Texas & Louisiana Sales Tax for the Oilfield Services Industry (8hrs)

This course explains how the Texas & Louisiana sales and use tax plus well servicing tax rules apply to the oilfield services industry at all stages of the drilling and completion processes.

This course starts with determining an area of interest, then proceeds through the drilling and completion of a well.

After discussing the rules for producing fields, we conclude with tax rules for workover, plugging & abandonment.

We also review the Comptrollers recent change in taxing policies for oilfield services, including flowback, directional drilling, and others.

Course Topics Include:

⬧ Seismic and Site Work

⬧ Drilling and Completion

⬧ Well-Servicing Issues

⬧ Operating Producing Fields

⬧ Workover

Lat

June 14, 2022 - 8:00 am - 5:00 pm (San Antonio)Register

Presented by Jimmy Martens

Texas Sales Tax for the Construction Industry (4hrs)

Attend this session to learn how the Texas sales tax rules apply to all aspects of residential and commercial construction work.

We address contract pricing issues, new construction, remodeling, and repair/maintenance. Issues arising with dedicated improvements, common areas, erosion control measures, and tax-exempt jobs, will also be reviewed.

We’ll also discuss the TERP, motor vehicle sales tax, and motor fuels tax issues along with strategies in minimizing their taxes.

Finally, we’ll cover the special rules applicate to work done in declared disaster areas

Course Topics Include:

⬧ Contract Pricing Issues

⬧ New Construction

⬧ Commercial Repair, Remodeling, and Maintenance

⬧ Residential Development

⬧ Tax-Exempt Jobs

⬧ Pitfalls in Contract Drafting

Texas Franchise Tax (4hrs)

Those with a basic understanding of Texas franchise tax law should attend this course to gain in-depth knowledge of Texas franchise tax issues arising in Texas' major industries from an attorney who works on the front lines, trying complex Texas franchise tax cases in court and arguing the related appeals.

Course Topics Include:

⬧ Revenue Exclusion for Real Estate Activities

⬧ Revenue Exclusion for O&G Production

⬧ Heavy Equipment Rentals

⬧ COGS Installation Labor

⬧ Compensation

⬧ Service Industry Apportionment

⬧ Net Gains/Losses Apportionment

⬧ Transportation Apportionment

⬧ Management Companies

⬧ Combined Reporting

⬧ Medical Exclusions

Lat

June 16, 2022 - 8:00 am - 5:00 pm (Dallas)Register

Presented by Jimmy Martens

Texas Sales Tax for the Construction Industry (4hrs)

Attend this session to learn how the Texas sales tax rules apply to all aspects of residential and commercial construction work.

We address contract pricing issues, new construction, remodeling, and repair/maintenance. Issues arising with dedicated improvements, common areas, erosion control measures, and tax-exempt jobs.

We’ll also discuss the TERP, motor vehicle sales tax, and motor fuels tax issues along with strategies in minimizing their taxes.

Finally, we’ll cover the special rules applicate to work done in declared disaster areas

Course Topics Include:

⬧ Contract Pricing Issues

⬧ New Construction

⬧ Commercial Repair, Remodeling, and Maintenance

⬧ Residential Development

⬧ Tax-Exempt Jobs

⬧ Pitfalls in Contract Drafting

Texas Franchise Tax (4hrs)

Those with a basic understanding of Texas franchise tax law should attend this course to gain in-depth knowledge of Texas franchise tax issues arising in Texas' major industries from an attorney who works on the front lines, trying complex Texas franchise tax cases in court and arguing the related appeals.

Course Topics Include:

⬧ Revenue Exclusion for Real Estate Activities

⬧ Revenue Exclusion for O&G Production

⬧ Heavy Equipment Rentals

⬧ COGS Installation Labor

⬧ Compensation

⬧ Service Industry Apportionment

⬧ Net Gains/Losses Apportionment

⬧ Transportation Apportionment

⬧ Management Companies

⬧ Combined Reporting

⬧ Medical Exclusions

Lat

June 22, 2022 - 8:00 am - 5:00 pm (Manhattan)Register

Presented by Jimmy Martens

Texas & New York Sales and Use Tax (8hrs)

After completing this 8-hour course, you’ll gain a working knowledge of the important provisions of both New York’s and Texas’ sales & use tax rules. Expert instructors from each state will share their knowledge and experience about the application of the tax rules to businesses and the transactions they conduct in their states.

Lat

July 21, 2022 - 8:00 am - 5:00 pm (Denver)Register

Presented by Jimmy Martens

Texas & Colorado Sales and Use Tax (8hrs)

After completing this 8-hour course, you’ll gain a working knowledge of the important provisions of both Colorado’s and Texas’ sales & use tax rules. Expert instructors from each state will share their knowledge and experience about the application of the tax rules to businesses and the transactions they conduct in their states.

Lat

August 16, 2022 - 8:00 am - 5:00 pm (Los Angeles)Register

August 18, 2022 - 8:00 am - 5:00 pm (San Francisco)Register

Presented by Jimmy Martens

Texas & California Sales and Use Tax (8hrs)

After completing this 8-hour course, you’ll gain a working knowledge of the important provisions of both California’s and Texas’ sales & use tax rules. Expert instructors from each state will share their knowledge and experience about the application of the tax rules to businesses and the transactions they conduct in their states.

Lat

September 14, 2022 - 8:00 am - 5:00 pm (Houston)Register

Texas, Colorado, & Oklahoma Oil Field Service Industry Tax (8hrs)

Presented by Jimmy Martens

The course starts with determining an area of interest, then proceeds through the drilling and completion of a well.

After discussing the rules for producing fields, we conclude with tax rules for workover, plugging, and abandonment.

We also review the Comptrollers recent change in taxing policies for oilfield services, including flowback, directional drilling, and others.

Course Topics Include:

⬧ Seismic and Site Work

⬧ Drilling and Completion

⬧ Well-Servicing Issues

⬧ Operating Producing Fields

⬧ Workover

Lat

September 28, 2022 - 8:00 am - 12:00 pm (Austin)Register

Presented by Jimmy Martens

Sales and Use Tax for the High Tech Industry (4hrs)

This presentation addresses the prominent issues in software: writing code, modifying existing software, licensing to multi-state users, live and remote technical support, and troubleshooting.

We’ll also review the taxability of numerous IT services, Internet advertising, website creation and maintenance, cloud computing, and other tax-sensitive areas.

Finally, we review the state and local sales tax rules applicable to e-commerce sales.

Course Topics Include:

⬧ Hardware and Software Issues

⬧ Web-Hosting and Websites

⬧ Software as a Service

⬧ IT Services

⬧ Data Centers and the Cloud

⬧ Internet Sales and E-Commerce

Lat

October 12, 2022 - 8:00 am - 5:00 pm (Houston)Register

Presented by Jimmy Martens

Texas Sales and Use Tax (4hrs)

After completing this 4-hour course, you’ll gain a working knowledge of the important provisions of Texas’ sales & use tax rules. Our expert instructors will share their knowledge and experience about the application of the tax rules to businesses and the transactions they conduct in their states.

Handling Texas Tax Audits (4hrs)

Texas tax assessments can financially destroy viable businesses. Therefore, skillful representation and advice is crucial to minimizing audit assessments. This course discusses strategies for handling Texas tax audits.

First, we discuss the pre-audit phase and analyze the initial reconciliations and controls auditors will perform.

Second, we discuss techniques to apply during the audit itself, including tips on how to manage an on-site visit and how to communicate with auditors.

Third, we phase address how best to challenge an adverse tax assessment, including new options for taxpayers that were created by 2021 legislation.

Finally, we discuss the mechanics of the oral hearing process and strategies that tax professionals and businesses employ to increase the likelihood of a favorable outcome.

Course Objectives:

⬧ Prepare for an upcoming audit to minimize an adverse assessment

⬧ Properly advise clients when facing large tax assessments

⬧ Effectively represent clients in contested administrative hearings

⬧ Identify defenses to personal assessments for corporate tax debts

Lat

October 26, 2022 - 8:00 am - 5:00 pm (Houston)Register

October 27, 2022 - 8:00 am - 5:00 pm (New Orleans)Register

Presented by Jimmy Martens & Gary Dressler

Texas & Louisiana Sales and Use Tax (8hrs)

After completing this 8-hour course, you’ll gain a working knowledge of the important provisions of both Louisiana’s and Texas’ sales & use tax rules. Expert instructors from each state will share their knowledge and experience about the application of the tax rules to businesses and the transactions they conduct in their states.

Lat

November 9, 2022 - 8:00 am - 5:00 pm (El Paso)Register

November 10, 2022 - 8:00 am - 5:00 pm (Albuquerque)Register

Presented by Jimmy Martens

Texas & New Mexico Sales and Use Tax (8hrs)

After completing this 8-hour course, you’ll gain a working knowledge of the important provisions of both New Mexico’s and Texas’ sales & use tax rules. Expert instructors from each state will share their knowledge and experience about the application of the tax rules to businesses and the transactions they conduct in their states.