Gain a better understanding of the requirements of the sales tax exemption and franchise tax credit.
In 2014, the Texas legislature enacted a sales tax exemption and franchise tax credit for businesses engaging in qualified research and development activities. Qualifying taxpayers have the option to choose between the credit or the exemption but cannot take both. Businesses engaged in qualifying contracts with higher education institutions may be eligible for increased credits. This topic will help businesses identify whether they qualify for the qualified research and development credit, what costs qualify, and how to claim the credit or exemption. The material will also discuss taxpayers’ requirements in accounting for, reporting, and substantiating the qualifying research and development sales tax exemption or franchise tax credit.
Agenda
Faculty
Christina (Christi) A. Mondrik, CPA, Esq.,TBLS Board Certified - Tax Law
Mondrik & Associates
Christina A. Mondrik, Esq., CPA
- Founder of Mondrik & Associates, www.mondriklaw.com
- Experience includes disputes arising under Texas franchise tax, sales and use tax, fuel taxes, severance taxes, motor vehicle sales tax, and other state taxes
- Represents taxpayers in resolving state and federal tax controversies and liti-gation
- A seasoned speaker and author renowned for her expertise in taxation, spe-cializing in a wide array of topics such as sales tax audit issues, state tax treat-ment of non-traditional processes, and navigating the complex landscape of state and federal tax controversies
- Board Certified, Tax Law, Texas Board of Legal Specialization
- Former Chair of the State Bar of Texas Tax Section and President of the Austin Chapter of CPAs
- J.D. degree, with honors, University of Texas School of Law; B.B.A. degree, ac-counting, University of Texas
- Can be contacted at 512-542-9300 or [email protected]
Kristie J. Iatrou, Esq.
Mondrik & Associates
- Associate attorney at Mondrik & Associates
- Represents taxpayers in resolving state and federal tax controversies and litigation
- Former Assistant Attorney General, Tax Division at the Office of the Attorney General of Texas
- J.D. degree, St. Mary’s University School of Law
- Can be contacted at 512-542-9300 or [email protected]
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