Multistate Sales and Use Tax

Training Provided by Lorman Education Services Sales and use tax laws in Texas and Louisiana are confusing and numerous - is your business at risk?

Mistakes made when collecting, paying or reporting tax can result in your business incurring serious liabilities - for taxes, interest and penalties. This seminar provides the perfect opportunity to get the most current information on all aspects of complicated multistate sales and use tax. Learn from leading tax experts how to determine what transactions are taxable in both Texas and Louisiana, and find exemptions with ease. Walk away with a real-world road map for meeting all your obligations and keeping your company in safe harbors.

Benefits for You

- Get an update on sales tax issues moving through the current Texas and Louisiana legislative sessions
- Learn how to handle Texas audits
- Hear a discussion of significant recent Texas and Louisiana court cases involving sales and use tax
- Stay updated on Louisiana's new manufacturing machinery and equipment exclusion and the Department of Revenue regulations for the exclusion
- Learn about the Uniform Local Tax Code and what it means to taxpayers
- Tips for handling a sales and use tax audit - minimize your company's tax exposure and time investment

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Multistate Sales and Use Tax Seminar Schedule

Multistate Sales and Use Tax Agenda

8:00 am - 8:30 am Registration

8:30 am - 9:30 am Overview of Texas Sales and Use Tax Laws

- Jimmy Martens/Michael Seay

- Taxable Goods and Services

- Registration, Permit and Reporting Requirements

- Direct Payment Permits

- Local Sales and Use Taxes

- New Legislative and Case Law Developments

9:30 am - 10:45 am Taxable Services in Texas

- Jimmy Martens/Michael Seay

(Break 10:00 am - 10:10 am)

- The List of Taxable Services

- Combined Taxable and Nontaxable Services

- Services Provided to Related Parties

- Multistate Allocations

- Staff Leasing and Temporary Help

- Residential Construction and Maintenance

10:45 am - 11:15 am Texas Sales and Use Tax Exemptions

- Jimmy Martens/Michael Seay

- Types of Exemptions and Claiming Exemptions

- Manufacturing Exemptions and Export Sales

- Construction Work for Tax-Exempt Entities

- Resale Exemptions and Drop Shipments (Third-Party Sales)

11:15 am - 11:45 am Handling Audits

- Jimmy Martens/Michael Seay

11:45 am - 12:00 pm Contesting Audit Assessments

- Jimmy Martens/Michael Seay

12:00 pm - 1:00 pm Lunch (On Your Own)

1:00 pm - 2:10 pm Louisiana Sales and Use Tax Overview

- Gary R. Dressler

- Basic Concepts of Louisiana Sales and Use Tax

- Sales Tax

- Use Tax

- Taxable Goods

- Taxable Services

- Leases

2:10 pm - 3:05 pm Sales and Use Tax Exclusions and Exemptions

- Gary R. Dressler

(Break 2:40 pm - 2:50 pm)

- Exclusions

- Exemptions

- Suspension of Exemptions

3:05 pm - 3:40 pm Selected Sales and Use Tax Issues

- Gary R. Dressler

- Uniform Local Sales Tax Code

- Credit for Taxes Paid

- Nexus

3:40 pm - 4:15 pm Sales and Use Tax Audits

- Gary R. Dressler

- Effectively Managing a Sales and Use Tax Audit

- Common Audit Mistakes

4:15 pm - 4:30 pm Louisiana Sales and Use Tax Update

- Gary R. Dressler

- Legislative Developments

- Regulatory and Administrative Developments

- Jurisprudential Developments

About The Training Provider: Lorman Education Services

More Sales Tax Training from Lorman Education Services

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• Doing Business in Texas? An Overview of the Texas Margin Tax
• FASB Statement 157 - Fair Value Update on Corporate Asset Valuation
• FIN 48 - Uncertainty in Income Taxes
• Internal Controls
• IRS Form 1040 - Schedule D Update
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• IRS Form W-9 and W-8 Series: Payee Identification and Tax Determination
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• Tax Treatment of Gift Card and Certificate Sales
• Taxation Issues Related to Debt Restructuring, Modifications and Bankruptcies
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• The Role of Form 5471 in Tax Planning and Compliance for U.S.-Owned Foreign Corporations
• The Streamlined Sales Tax Project - How and Why It Affects Your Business
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• Unclaimed Property Reporting
• Uniform Division of Income for Tax Purposes (UDIPTA): Business vs. Nonbusiness Income Tax
• Withholding of Taxes on Payments to Foreign Persons and Entities