Start Date:
Start Time:
8:00 AM CST
End Date:
End Time:
4:00 PM CST


Hilton Post Oak
2001 Post Oak Blvd. Houston, TX 77056
Houston, TX 77056
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Devyn Larson

Advanced Franchise Tax Workshop (4hrs of CPE)

Program Knowledge Level Advanced

Program Prerequisites Understanding through compliance

Registration (8:00am-8:30am)

Course Time (8:30am-12:00pm)

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:

⬧ 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

Challenging Texas Tax Audits (4hrs of CPE)

Program Knowledge Level Basic

Program Prerequisites none

Registration (12:00pm-12:30pm)

Course Time (12:30pm-4:00pm)

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 Topics:

⬧ 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

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