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8 - 9 a.m. | Property Tax Update, Trends and Challenges
Joe Molina/Principal/Ryan LLC/Austin
Ira Lipstet, JD, CPA/Partner/DuBois, Bryant & Campbell LLP/
Get to know the latest on property tax policy, case law and
the potential for legislative reform. Specific discussion will
include personal property tax reporting, valuation and ARB
9- 10:15 a.m. | Advocacy Update – Recent and Pending Comptroller Litigation, Administrative Hearings and Procedural Rule Changes
Ray Langenberg/Special Counsel for Tax Litigation/Texas Comptroller of Public Accounts/Austin
Cindy Ohlenforst, JD/Partner/K&L Gates LLP/Dallas
Doug Sigel, Esq./Practice Group Leader – Sales and Use Tax/ Ryan Law Firm LLP/Austin
Hear perspectives from inside and outside the agency regarding recent and pending state tax disputes that may affect your practice. Familiarize yourself with recent and pending changes to the Comptroller’s procedural rules that may affect the manner in which disputes are resolved at the agency.
10:15 - 10:30 a.m.| Break
10:30 - 11:30am | Is it Time to Reboot Texas Data Processing Laws and Rulings - Old Law Applied to New Technology?
Dallas Packer, CPA/Director/Whitley Penn, LLP/Dallas
Josh Graham, CPA/Manager/Whitley Penn, LLP/Dallas
Texas sales tax statutes and administrative rules relating to data processing services were passed by the Texas Legislature and interpreted by the Texas Comptroller in the 1980s. The statutes and rules as written and applied to the industry that existed then are now applied to new technology today, including industries that were not even contemplated at the time these laws were written. The question then arises: are the data processing statutes as originally written still applicable to the revolutionized technological world of today (i.e., internet technologies, Software As A Service (SaaS), website design and development, mobile apps, computer languages, HTML)? Consider the applicable rules, policies, administrative hearings and case law pertaining to data processing type transactions from a Texas sales and use tax perspective to offer insight into this taxable service in the new millennium.
11:30 a.m.- 12:30 p.m. | Lunch
12:30 - 1:45 p.m. | Comptroller Panel: Hot Topics in Tax Administration and Audits
Karey Barton/Associate Deputy Comptroller for Tax/Texas Comptroller of Public Accounts/Austin
Emma Fuentes/Assistant Director – Audit Division/Texas Comptroller of Public Accounts/Austin
Christina A. Mondrik, CPA, Esq. TBLS Board Certified – Tax Law/Principal Attorney/Mondrik & Associates/Austin (Moderator)
Join this expert panel of top Comptroller representatives and a practitioner moderator to discuss the latest hot topics in tax administration and audits. Receive tips for practitioners on changes within the Comptroller’s office over the past year and how to effectively work with the Comptroller’s office in representing taxpayers and resolving taxability issues.
1:45 - 3 p.m. Choosing a Forum to Challenge the Texas Comptroller’s Denial of a Refund Claim or Assessment of Tax
David E. Colmenero, JD, LL.M., CPA/Partner/Meadows
Collier, Reed, Cousins, Crouch & Ungerman, LLP/Dallas
Even the most diligent taxpayers can find themselves at odds with the Texas Comptroller after receiving an assessment of tax or a denial of their refund claim. What next? State law provides different options for challenging the Texas Comptroller. But not all forums are created equal. Examine the different forums available, some pros and cons for each, the relevant factors to consider when deciding which forum may be a taxpayer’s best option, recent case law pertaining to the selection of a forum and several key procedural aspects of each.
3 - 3:15 p.m. Break
3:15 - 4:30 p.m. Nexus Trends and Other Multistate Tax Issues
Marilyn A. Wethekam, JD/Partner/Horwood Marcus & Berk Chartered/Chicago, IL
Gain valuable insights into the U.S. Supreme Court’s decision in Wayfair and its impact on sales and uses taxes and other tax types, as well as other multistate tax issues and trends.
4:30 - 5 p.m.What Happens to Your Texas State Tax Obligations When Disaster Strikes?
Christina A. Mondrik, CPA, Esq. TBLS Board Certified – Tax Law/Principal Attorney/Mondrik & Associates/Austin
Get an update on Texas state tax provisions related to disasters and their aftermath, including limited nexus exemptions for out-of-state businesses, preserving exemptions for certain disaster-related work and recovering from disaster-related losses. The discussion will also cover provisions put into place for victims of Hurricane Harvey and how they may affect state tax filings.
5 p.m. - Adjourn