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Strategies in Handling and Challenging Texas Audits


Total Credits: 4 including 4 Taxes - Technical

Average Rating:
  4.6   (2 comments)
Category:
Partner Produced |  Tax
Faculty:
Jimmy Martens
Course Levels:
Basic
Duration:
4 Hours
License:


Description

Texas tax assessments can financially destroy viable businesses. Therefore, skillful representation and advice is crucial to minimizing audit assessments. This course discusses strategies for successfully representing clients facing Texas tax audits. First, we discuss how to address 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 the on-site visit and to communicate with auditors. The course’s third phase addresses how best to challenge an adverse tax assessment. 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.

Basic Course Information

Learning Objectives

*Prepare for an upcoming audit to minimize an adverse assessment

*Properly advise clients on their choices when facing large tax assessments

*Effectively represent clients in contested administrative hearings

*Identify defenses to personal assessments for corporate tax debts


Major Subjects *Texas Taxes *Texas Audits

Course Materials

Faculty

Jimmy Martens's Profile

Jimmy Martens Related seminars and products: 5

Partner

Martens, Todd, Leonard, Taylor & Ahlrich


Jimmy Martens is a trial and appellate attorney who specializes in challenging Texas franchise and sales tax assessments during audits, in administrative hearings, and in the state courts of Texas. He is the course instructor for TXCPA’s statewide courses on the Texas franchise (margin) tax and the Texas sales & use tax. He is also a CPA and board certified in Tax Law. He may be reached by e-mail at jmartens@textaxlaw.com and by phone at 512-542-9898.


Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, return preparers, and bookkeepers
Original Recording Date 01/05/2018
Yellow Book No
Course Developer LAT Seminars
Date Added to Catalog 12/28/2017

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Instructional Delivery Method

Group Internet Based


Official Registry Statement

Business Professionals' Network, Inc. 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 on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org 


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.


Course Registration Requirements

Online Registration


Reviews

5
4
3
2
1

Overall:     4.6

Total Reviews: 5

Comments

Renee B - Victoria, Texas

"Very pleased with the quick response to my question. The speaker was excellent!"

Kayla E - Quinlan, Texas

"Very informative and well organized"

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