Anticipating and Resolving High-Level
Margin Tax Compliance Problems
***Advanced Level CPE and CLE Seminar — Revised Margin Tax Rules Demand Attention***
CD of Teleconference with Q&A
Click here for program outline
Conducted on Wednesday, September 17, 2008
Now available on CD
Sponsored by State Income Tax Monitor,
Tax Incentives Alert and Sales & Use Tax Monitor
Tax Teleconference Advisory Board
By now, most corporate taxpayers doing business in Texas should have a good working knowledge of the state's new margin tax — taxpayers had to start filing the returns in May.
However, under the enabling law and recently issued comptroller's regulations, your company faces a host of higher-level compliance and planning difficulties that will take some time to master. How are you handling Texas' three alternative tax bases and also different rates for industries?
The teleconference went beyond the basics for corporate tax preparers and counsel who are versed in the law's fundamentals but who need an advanced briefing to resolve the more complex compliance challenges of this new tax law.
Listen as our panel of veteran tax advisors, all highly experienced with the Texas tax system, gives you a high-level review of the most difficult questions and hurdles they anticipate with the state's new margin tax.
The panel included:
Renn Neilson, Tax Partner, Baker Botts, Dallas. His practice focuses on state and local tax minimization, disputes and incentives. He has also helped draft Texas tax legislation.
Charles Pulman, Partner, Meadows Collier Reed Cousins & Blau, Dallas. His practice includes federal, state and international tax planning for corporate and individual clients, as well as corporate M&A work. He is also a CPA.
Robert Pulliam, Principal, Pulliam & Cable, Dallas. He has worked in public accounting for more than 35 years and is particularly expert with oil and gas clients. He also deals in corporate and partnership taxation.
Doug Maziur, Senior Manager, Grant Thornton, Houston. He joined the firm in 2003 after working in state income, franchise and sales and use tax matters for other consulting firms and a Fortune 1000 company. His experience includes tax minimization, obtaining refunds and managing audits.
The panel gives you guidance to deal with these and other critical topics:
- Industry specific issues, particularly with respect to the cost of goods sold calculation.
- Tiered partnership reporting, specifically comparing and contrasting it with combined reporting.
- Meeting the dictates of FIN 48 and FAS 109 under the new tax calculation.
- Determining membership (or lack thereof) in a combined group.
- Examples of control test requirements, and choice-of-entity considerations.
TELECONFERENCE CD
Purchase a CD-ROM of the full conference proceedings, including Q&A and PDF files of all handouts (available 10 days after the program).
- Regular Price - $247 (plus $9.45 S&H)
- With Teleconference Registration – an additional $75 (plus $9.45 S&H)
Self-study CPE is not offered on CD purchases.
CONTINUING LEGAL EDUCATION
CLE credit is available for an additional $65 each for attorneys seeking CLE credits for NY or CT.
Other states may grant CLE credits for listening to this CD - check with your state about applying for self-study credit on CD-listening.
Click here for program outline