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Get the details: Conference brochure. (.PDF)
8 CPE Hours; 6.5 MCLE Hours
GROUP VIEWING: Have 2 or more employees interested in Texas state taxation? This conference is available as a group webcast. Contact Anne Taylor at 972-377-8199 for details and pricing.
8:00 a.m. - Litigation, Legislation, Letter and Learning What’s Next
Focus on key sales and franchise tax issues since last year’s TSCPA conference, including administrative interpretations, court cases, and legislative developments. Discover the practical effects these developments may have on businesses.
Cindy Ohlenforst, JD/Partner/K&L Gates LLP/Dallas
9:00 a.m. - Update on the Updates: Recent Texas Comptroller Rulemaking Activity
Gain a high-level overview of key recent comptroller rule adoptions and amendments as well as a preview of rules the comptroller’s office has been working to draft.
Sam Megally/Partner/K&L Gates LLP/Dallas
William J. LeDoux/Associate/K&L Gates LLP/Dallas
10:15 – BREAK
10:30 a.m. – Comptroller Panel: Hot Topics in Tax Administration, Tax Policy and Audits
Be a part of this engaging panel discussion featuring three top comptroller representatives and a practitioner moderator. Discuss the latest hot topics in tax administration, tax policy and audits. Hear valuable tips on how to work most effectively with the comptroller’s office and resolving taxability and procedure issues.
Karey Barton/Associate Deputy Comptroller, Tax/Texas Comptroller of Public Accounts/Austin
Teresa Bostick, CPA/Director, Tax Policy Division/Texas Comptroller of Public Accounts/Austin
Emma Fuentes/Assistant Director, Audit Division/Texas Comptroller of Public Accounts/Austin
Christi A. Mondrik, CPA, Esq. TBLS Board Certified-Tax Law/Principal Attorney/Mondrik & Associates/Austin (Moderator)
11:45 a.m. – LUNCH
12:30 p.m. – Manufacturing Exemption Hot Topics
Examine recent litigation of the manufacturing exemption that has clarified certain terms and how the exemption applies. Explore what these decisions mean for the taxpayer.
Kristie J. Latrou/Associate Attorney/Mondrik & Associates/Austin
1:30 p.m. – The Cost of Goods Sold Deduction: Or, Is it?
Learn why perhaps no aspect of the Texas franchise tax has been more contentious than the cost of goods sold deduction. The very name elicits taxpayer confusion as it is not tied to either federal tax or accounting cost of goods sold concepts, based on how it has been construed to date. Review this deduction, focusing on key areas of uncertainty, recent judicial and administrative decisions as well as some important pending controversies.
David E. Colmenero, JD, LLM, CPA/Partner/Meadows Collier Reed Cousins Crouch & Ungerman, LLP/Dallas
2:45 p.m. – BREAK
3:00 p.m. – From Here to There: A National SALT Update
Address the most recent SALT decisions affecting taxpayers today. Discuss the practical applications and how to best approach each state, with a special look at the Colorado reporting provisions and the various state approaches for collecting use tax from remote sellers.
Jordan M. Goodman, JD, CPA/Partner/Horwood Marcus & Berk Chartered/Chicago
3:55 p.m. - Adjourn