Tax Workshop - LAT Seminars Texas... · Tax Workshop UPCOMING COURSES JULY ... T SEMINARS AUSTIN TX...
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Advanced Texas Franchise Tax Workshop L A T SEMINARS CORPUS CHRISTI, TEXAS June 23, 2016 Omni Corpus Christi www.LAT-Seminars.com Legal, Accounting & Tax PRESENTED BY: Jimmy Martens with Martens, Todd, Leonard, Taylor & Ahlrich Austin, Texas
Transcript of Tax Workshop - LAT Seminars Texas... · Tax Workshop UPCOMING COURSES JULY ... T SEMINARS AUSTIN TX...
Advanced Texas Franchise Tax Workshop
UPCOMING COURSES
JULY 18, 2016 * TX SALES TAX FOR HIGH-TECH INDUSTRY * SAN FRANCISCO, CA
AUGUST 11, 2016 * TX SALES & USE TAX * HOUSTON, TX
L A T SEMINARS
CORPUS CHRISTI, TEXAS June 23, 2016
Omni Corpus Christi
www.LAT-Seminars.com
L e g a l , A c c o u n t i n g & T a x
LAT Seminars 301 Congress Ave., Ste. 1950 Austin, Texas 78701 WWW.LAT-SEMINARS.COM 1 (855) TAX CLASS OR 1 (855) 829-2527
PRSRT STD U.S. POSTAGE PAID AUSTIN TX PERMIT NO 1685
PRESENTED BY: Jimmy Martens
with Martens, Todd, Leonard, Taylor & Ahlrich Austin, Texas
AUGUST 18, 2016 * TX SALES TAX FOR HIGH-TECH INDUSTRY * SEATTLE, WA
AUGUST 25, 2016 * TX SALES TAX FOR HIGH-TECH INDUSTRY * AUSTIN, TX
SEPTEMBER 6, 2016 * TX SALES & USE TAX * SAN ANTONIO, TX
SEPTEMBER 8, 2016 * TX SALES & USE TAX * AUSTIN, TX
ADVANCED TEXAS FRANCHISE TAX WORKSHOP
CORPUS CHRISTI, TEXAS – JUNE 23, 2016
Total amount enclosed: $__________________
______ Check enclosed payable to LAT Seminars Check # ______________
______ Charge to credit card ______AMEX ______Master Card ______Visa ______Discover
Credit Card Number: _____________________________________________________ Expiration Date: _____/_____ CVV: _______
Signature: ___________________________________________________________________________ CVV: ____________ (3 digit code)
REGISTRATION:
Advanced Texas Franchise Tax Workshop
Homewood Suites – Lubbock 5320 West Loop 289
Lubbock, Texas 79424
June 23, 2016 8:00 am – 12:30 pm
Seminar Tuition: $199.00 each CPE: 4.0 Credit Hours
Field of Study: Taxes
Advance Preparation Required Program Level: Intermediate Delivery Method: Group-Live
4 EASY WAYS TO REGISTER:
Online: www.LAT-Seminars.com
E-mail: [email protected]
Phone: 1 (855) TAX CLASS 1 (855) 829-2527
Mail: LAT Seminars 301 Congress Ave., Ste. 1950 Austin, Texas 78701
Advanced Texas Franchise Tax Workshop: Those with a basic understanding of Texas franchise tax law should attend this
course to gain in-depth knowledge of the Texas franchise tax issues arising in
Texas’ major industries. This course will include Texas franchise tax problems
regarding:
Research Exemption/Credit Revenue Exclusion for Real Estate Activities COGS Deduction for Real Estate Industry Combined Reporting and PL 86-272 Management Company Issues Three-factor Election Issue Oil & Gas Producing Partnership Compensation Deduction Medical Exclusion Issues Retail Tax Rate and Installation Labor
ABOUT THE COVER ARTIST: Gail Stoops GALLERY: www.gailstoops.com
BIOGRAPHY
NAME:
TITLE:
COMPANY NAME:
ADDRESS:
CITY: STATE: ZIPCODE:
TELEPHONE:
E-MAIL:
JIMMY MARTENS, trial and appellate attorney, is the founding partner of Martens, Todd, Leonard,
Taylor & Ahlrich, a boutique tax litigation law firm located in downtown Austin, Texas. Mr. Martens
has handled the trial of tax cases and related appeals all the way through both the Texas Supreme
Court and the U.S. Supreme Court. His recent Texas Supreme Court cases include Combs v. Roark
Amusement & Vending , L.P., 422 S.W.3d 632 (Tex. 2013); In Re: AllCat Claim Service, L.P., 356 S.W.3d
455 (Tex. 2011); and Titan Transportation, LP v. Combs, et al., 433 S.W.3d 625 (Tex. App.— Austin,
2014, pet. denied). His recent appellate cases include Combs v. Newpark Resources, Inc., 422 S.W.3d 46
ADVANCED TEXAS FRANCHISE TAX WORKSHOP * AGENDA
(Tex. App.— Austin, 2016, no pet.) and Hegar v. CGG-Veritas Services (U.S.), Inc., No. 03-14-00713-CV,Tex. App. LEXIS
2439 (Tex. App.— Austin Mar. 9, 2016, no pet. h.). He limits his law practice to Texas tax and multi-state tax
controversies and litigation. He is board certified by the Texas Board of Legal Specialization in Tax Law. Mr. Martens is
a former council member of the Tax Section for the State Bar of Texas and the former chair of the CLE Committee. Mr.
Martens teaches courses in Advanced Texas Franchise and Sales Tax, Texas Sales Tax for the Oilfield Services Industry,
and Texas Sales Tax for the High-Tech Industry for LAT Seminars. He is also a CPA and teaches the Texas Society of
CPA's statewide courses on Texas franchise and sales taxes. Mr. Martens received his B.B.A. and J.D. from The
University of Texas at Austin, both with honors. Mr. Martens may be reached by e-mail at [email protected]
or by telephone at (512) 542-9898.
Seminar Policies: LAT Seminars is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority of the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org Cancellations and Refunds: Registrants of LAT Seminars events may transfer their individual registrations to colleagues or friends at any time free of cost. Refund requests made five (5) business days or more before the seminar date will incur a $25.00 service charge per attendee. No Refunds will be granted after this time. For more information regarding refund, complaint and/or program cancellation policies, please view our website at https://lat-seminars.com/Tools/FAQ or contact us at (855) 829-2725.
8:00am – 8:30am Registration 8:30am-9:05am R&D Problem 9:05am-9:35am Revenue Exclusion Problem 9:35am-10:00am COGS Problem 10:00am-10:10am Break 10:10am-10:50am Combined Group Problem 10:50am-11:05am Management Company Problem
11:05am-11:20am MTC Election Problem 11:20am-11:30am Break 11:30am-11:45am O&G Revenue Exclusion Problem 11:45am-12:00pm Retail Rate & Installation Problem 12:00pm-12:20pm Compensation Problem 12:20pm-12:30pm Medical Problem
ADVANCED TEXAS FRANCHISE TAX WORKSHOP
CORPUS CHRISTI, TEXAS – JUNE 23, 2016
Total amount enclosed: $__________________
______ Check enclosed payable to LAT Seminars Check # ______________
______ Charge to credit card ______AMEX ______Master Card ______Visa ______Discover
Credit Card Number: _____________________________________________________ Expiration Date: _____/_____ CVV: _______
Signature: ___________________________________________________________________________ CVV: ____________ (3 digit code)
REGISTRATION:
Advanced Texas Franchise Tax Workshop
Omni Corpus Christi Hotel 900 North Shoreline Boulevard
Corpus Christi, Texas 78401
June 23, 2016 8:00 am – 12:30 pm
Seminar Tuition: $199.00 each CPE: 4.0 Credit Hours
Field of Study: Taxes
Advance Preparation Required Program Level: Intermediate Delivery Method: Group-Live
4 EASY WAYS TO REGISTER:
Online: www.LAT-Seminars.com
E-mail: [email protected]
Phone: 1 (855) TAX CLASS 1 (855) 829-2527
Mail: LAT Seminars 301 Congress Ave., Ste. 1950 Austin, Texas 78701
Advanced Texas Franchise Tax Workshop: Those with a basic understanding of Texas franchise tax law should attend this
course to gain in-depth knowledge of the Texas franchise tax issues arising in
Texas’ major industries. This course will include Texas franchise tax problems
regarding:
Research Exemption/Credit Revenue Exclusion for Real Estate Activities COGS Deduction for Real Estate Industry Combined Reporting and PL 86-272 Management Company Issues Three-factor Election Issue Oil & Gas Producing Partnership Compensation Deduction Medical Exclusion Issues Retail Tax Rate and Installation Labor
ABOUT THE COVER ARTIST: Gail Stoops GALLERY: www.gailstoops.com
BIOGRAPHY
NAME:
TITLE:
COMPANY NAME:
ADDRESS:
CITY: STATE: ZIPCODE:
TELEPHONE:
E-MAIL:
JIMMY MARTENS, trial and appellate attorney, is the founding partner of Martens, Todd, Leonard,
Taylor & Ahlrich, a boutique tax litigation law firm located in downtown Austin, Texas. Mr. Martens
has handled the trial of tax cases and related appeals all the way through both the Texas Supreme
Court and the U.S. Supreme Court. His recent Texas Supreme Court cases include Combs v. Roark
Amusement & Vending , L.P., 422 S.W.3d 632 (Tex. 2013); In Re: AllCat Claim Service, L.P., 356 S.W.3d
455 (Tex. 2011); and Titan Transportation, LP v. Combs, et al., 433 S.W.3d 625 (Tex. App.— Austin,
2014, pet. denied). His recent appellate cases include Combs v. Newpark Resources, Inc., 422 S.W.3d 46
ADVANCED TEXAS FRANCHISE TAX WORKSHOP * AGENDA
(Tex. App.— Austin, 2016, no pet.) and Hegar v. CGG-Veritas Services (U.S.), Inc., No. 03-14-00713-CV,Tex. App. LEXIS
2439 (Tex. App.— Austin Mar. 9, 2016, no pet. h.). He limits his law practice to Texas tax and multi-state tax
controversies and litigation. He is board certified by the Texas Board of Legal Specialization in Tax Law. Mr. Martens is
a former council member of the Tax Section for the State Bar of Texas and the former chair of the CLE Committee. Mr.
Martens teaches courses in Advanced Texas Franchise and Sales Tax, Texas Sales Tax for the Oilfield Services Industry,
and Texas Sales Tax for the High-Tech Industry for LAT Seminars. He is also a CPA and teaches the Texas Society of
CPA's statewide courses on Texas franchise and sales taxes. Mr. Martens received his B.B.A. and J.D. from The
University of Texas at Austin, both with honors. Mr. Martens may be reached by e-mail at [email protected]
or by telephone at (512) 542-9898.
Seminar Policies: LAT Seminars is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority of the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org Cancellations and Refunds: Registrants of LAT Seminars events may transfer their individual registrations to colleagues or friends at any time free of cost. Refund requests made five (5) business days or more before the seminar date will incur a $25.00 service charge per attendee. No Refunds will be granted after this time. For more information regarding refund, complaint and/or program cancellation policies, please view our website at https://lat-seminars.com/Tools/FAQ or contact us at (855) 829-2725.
8:00am – 8:30am Registration 8:30am-9:05am R&D Problem 9:05am-9:35am Revenue Exclusion Problem 9:35am-10:00am COGS Problem 10:00am-10:10am Break 10:10am-10:50am Combined Group Problem 10:50am-11:05am Management Company Problem
11:05am-11:20am MTC Election Problem 11:20am-11:30am Break 11:30am-11:45am O&G Revenue Exclusion Problem 11:45am-12:00pm Retail Rate & Installation Problem 12:00pm-12:20pm Compensation Problem 12:20pm-12:30pm Medical Problem
Advanced Texas Franchise Tax Workshop
UPCOMING COURSES
JULY 18, 2016 * TX SALES TAX FOR HIGH-TECH INDUSTRY * SAN FRANCISCO, CA
AUGUST 11, 2016 * TX SALES & USE TAX * HOUSTON, TX
L A T SEMINARS
CORPUS CHRISTI, TEXAS June 23, 2016
Omni Corpus Christi
www.LAT-Seminars.com
L e g a l , A c c o u n t i n g & T a x
LAT Seminars 301 Congress Ave., Ste. 1950 Austin, Texas 78701 WWW.LAT-SEMINARS.COM 1 (855) TAX CLASS OR 1 (855) 829-2527
PRSRT STD U.S. POSTAGE PAID AUSTIN TX PERMIT NO 1685
PRESENTED BY: Jimmy Martens
with Martens, Todd, Leonard, Taylor & Ahlrich Austin, Texas
AUGUST 18, 2016 * TX SALES TAX FOR HIGH-TECH INDUSTRY * SEATTLE, WA
AUGUST 25, 2016 * TX SALES TAX FOR HIGH-TECH INDUSTRY * AUSTIN, TX
SEPTEMBER 6, 2016 * TX SALES & USE TAX * SAN ANTONIO, TX
SEPTEMBER 8, 2016 * TX SALES & USE TAX * AUSTIN, TX
