All ONDEMAND courses are sponsored by the Texas Society of Certified Public Accountants.
Join Gordon Martens, JD for a look at strategies in handling and challenging audits. Texas tax assessments can financially destroy viable businesses. Therefore, skillful representation and advice is crucial to minimizing audit assessments. This course discusses strategies for successfully representing clients facing Texas tax audits. First, we discuss how to address 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 the on-site visit and to communicate with auditors. The course’s third phase addresses how best to challenge an adverse tax assessment. 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.
Join Jimmy Martens, CPA, JD for a discussion of tax issues in Texas with a particular focus on the high-tech industry. This course covers what you need to know about qualified research, internet sales, economic development agreements, and many other aspects of the technology industry. Mr. Martens also includes several court case examples that provide insights into the operator lease spectrum and deciding whether a particular item is a lease or a service. If you have questions about the tax impacts of sales vs licensing, qualified large data center exemptions, software modifications, and colocation services, this is the course for you.
Join Allison Cunningham, JD for an industry specific look at Texas sales tax. This program contains information specific for the oil and gas industry such as well servicing tax, severance tax, franchise tax, motor fuels tax, and motor vehicles sales tax. If you have questions about equipment classification, types of leases, mixed services, or similar items, this is the course for you!
Attend this session with instructor Jimmy Martens to learn how the Texas sales tax rules apply to all aspects of residential and commercial construction work. He will address contract pricing issues (lump-sum v. separated), new construction, remodeling, repair and maintenance. He'll also cover issues arising with dedicated improvements, common areas, erosion control measures, and tax-exempt jobs. He’ll also discuss the TERP, motor vehicle sales tax, and motor fuels tax, along with ideas to minimize taxes. Mr. Martens is a trial and appellate attorney with Martens, Todd & Leonard in Austin, Texas. He limits his practice to resolving Texas sales tax and Texas franchise tax disputes. He is also the TXCPA state-wide instructor for the full-day Texas franchise tax and Texas sales tax courses.