Hybrid Course

SKU 11
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Product Details

Course Description & Learning Objectives

Location : Hilton Post Oak (2001 Post Oak Blvd, Houston, TX 77056)

Speaker: Jimmy Martens

Texas Advanced Franchise Tax Workshop (4hrs of CPE)

Program Knowledge Level Advanced

Program Prerequisites Understanding through compliance

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

Handling Texas Tax Audits (4hrs of CPE)

Program Knowledge Level Basic

Program Prerequisites none

Course Time (12:30pm-4pm)

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

If you have friends or colleagues that wish to attend this course,

please email us at to receive a colleague discount.

No advanced preparation needed for this course.

Digital course materials will be provided (PDF)

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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 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:

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