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Doing Business in Texas? An Overview of the Texas Margin Tax

Find out when the Texas Franchise Tax credit can be issued, what qualifies and the opportunities and risks that may be involved.

For decades, the Texas Franchise Tax remained virtually unchanged. Beginning with reports due in 2008 that all changed with the revised Texas Franchise Tax, commonly known as the Texas Margin Tax. The Margin Tax, with its combination of a unique tax base and limited deductions, continues to raise a variety of issues for tax executives eight years after its enactment. These issues range from the tax provision/effective tax rate calculation to the overall legal entity structure of the company. For companies operating in Texas, either currently or sometime in the near future, a working knowledge of the Margin Tax is invaluable. This topic will give you a broad overview of the tax, followed by a more detailed discussion of its potential pitfalls and opportunities.

Runtime: 91 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Overview of the Texas Margin Tax

Taxable Entities

Combined Reporting

Components of Taxable Margin

  • Total Revenue
  • COGS
  • Compensation

Apportionment

Other Provisions

ASC 740, Compliance and Audit Highlights

Recent Cases and Developments

Texas Margin Tax Optimization

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

William D. Crow

William D. Crow

Dan Martinez & Associates, L.L.C.

  • Managing director of State & Local Tax Services at Opportune LLP – State & local tax practice leader for the largest professional services firm providing consulting and outsourcing focused solely on the energy industry
  • Prior to Opportune LLP, Mr. Crow served 7 years as partner in consulting firms including Ryan, Inc. and Summit Tax Group, LLP, 8 years in Big 4 senior management roles with PwC and KPMG, and 4 years as State Tax Counsel for Shell Oil Company
  • Bill has been in the state income and franchise tax practice for nearly 20 years
  • Licensed by the State Bar of Texas
  • J.D. degree, University of Houston, Law Center
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Product ID: 397302
Published 2016
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