Purpose and Proposed Audience

This course is designed to provide a balance of "how to do it" with "what is required."  All tax professionals will benefit from the information provided in this workshop.  It is especially designed for practitioners who have two or more years of experience and work primarily with individual returns and small businesses organized as propritorships. 

Course Overview

The two-day workshop will consist of lectures, examples, problems, discussions and questions from two specially developed programs.  Tax educational materials and references will be furnished.  Comprehensive urban and farm problems will be included in the materials.  Sample tax problems and solutions will also be included

Learning Objective

• To familiarize participants with new income tax law developments

Prerequisite

No prerequisite needed for this course

Purpose and Proposed Audience

This workshop will emphasize tax planning and will address tax reporting.  It is designed for the practitioner who has substantial experience or training in tax work with individuals, does some business work, and feels a need to develop more skills in business related work.

Course Overview

The two-day workshop will consist of lectures, examples, problems and some discussion.  The workshop materials are specially developed for this workshop series by the lead instructor, Marvin Sartin, an experienced CPA who writes extensively, teaches, and has a tax practice.

Learning Objectives

• To familiarize participants with new income tax law developments
• To familiarize participants with problem areas for tax practitioners

Prerequisites

Substantial experience or training in tax work with individuals preferred.

Purpose and Proposed Audience

For tax professionals that maintain clients with fiduciary tax issue needs.

Course Overview

The general aim of the workshop is to provide participants with an understanding of the basic similarities and differences between individual and fiduciary taxation and the mechanics of how to prepare a basic Form 1041.  Special emphasis will be given on the interrelationship between trust and tax law for the proper completion of a fiduciary tax return. 

Learning Objectives

• Understand the creation and operation of a trust or estate
• Understand the applicable Code sections that apply to fiduciary taxation
• Understand the difference between simple and complex trusts

 Prerequisites

Purpose and Proposed Audience

This workshop is being offered credit by exam only.  This course is designed to assist practicing accountants and lawyers in the specialized area of agricultural taxation. 

Course Overview

This course will provide accountants and lawyers with information about recent tax changes that affect farm and ranch tax reporting and tax planning. 

Learning Objectives

• Enable accountants and lawyers to give practical advice to their farmer/rancher clients
• Provide a checklist of potential tax trouble spots
• Aid in tax reporting

 Prerequisites

No prerequisite needed for this course

• To review the tax rules affecting the formation and operation of a partnership and limited liability company
• To update the tax practitioner on recent developments in federal income taxation of these entities
• To recognize planning opportunities due to changes in federal income tax law
• To prepare the tax practitioner for discussions with clients on important issues in this area of tax law
• To help the tax practitioner understand their reporting responsibilities 

Prerequisite
No advanced preparation is necessary.  Some basic knowledge of partnership taxation and some tax preparation experience would be helpful.

Purpose and Proposed Audience

This course is designed to teach CPAs the laws and rules pertaining to the Texas franchise tax and Texas sales and use tax.

Course Overview

The course materials will cover statutes and amendments effective through the 2009 legislative session, recently enacted Comptroller administrative rules, and recently promulgated Comptroller forms.  Upon completing the course, participants will have an advanced understanding of how Texas' tax laws apply in a variety of situations, and will also have sufficient working knowledge to handle substantive tax issues that arise during Comptroller franchise tax and sales and use tax audits.  This course will be taught by David Sewell, partner in the law firm of Stahl, Bernal & Davies, LLP.

Learning Objectives

• Gain sufficient working knowledge to prepare franchise tax reports under the revised tax
• Learn about issues presently being fought in court to understand when clients should file protective refund claims
• Discussion of Texas tax planning issues and planning issues for multi-state state entitiy structures

Prerequisites

No prerequisite needed for this course

Purpose and Proposed Audience

Participants will gain tools to use in the ethical reasoning process.  It is designed for individuals in public practice, industry and education. 

Course Overview

This course will review the foundation of personal ethics, a discussion centered on theories, a review of governing codes of conduct, and a practical application period using cases.  The course will satisfy the Texas State Board of Public Accountancy ethics requirement.

Learning Objective

• To provide participants with ethical decision making tools through lecture, discussion, and case studies.

Prerequisites