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Live Seminar

All-day onsite program
  • March 15, 2018
  • Houston, TX
  • 8:30 am - 4:30 pm

Sales and Use Tax

Houston, TX — March 15, 2018

Learn sales and use tax essentials now that will save money for your company or clients tomorrow.

You can avoid crippling fines and make tax audits manageable with an updated knowledge of Texas sales and use tax rules and regulations. We will help you identify a myriad of sales and use tax issues relevant to your company or clients.

You will gain a better understanding of the sales and use tax complexities that confound many business owners. You will find out what's taxable, the best way to handle multistate issues and how to survive sales tax audits. Don't end up with the penalties and interest that are so dangerous for your budget in this volatile economy.

Benefits for You

- Stay off the state's radar with compliant tax collection and reporting practices

- Get ahead in your field - properly handle taxation on services

- Know your sales tax obligations and keep your organization audit-ready

Learning Objectives

- You will be able to review Texas sales and use tax issues for your business.

- You will be able to discuss tax collection and reporting.

- You will be able to identify taxable services.

- You will be able to describe how to properly document exemptions.

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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.

Event Location

Crowne Plaza Houston-Sugar Land Suites
9090 Southwest Freeway

Houston, TX 77074
(713) 995-0123

Agenda

8:00 AM - 8:30 AM Registration
8:30 AM - 10:00 AM Overview
Kristie J. Iatrou, Esq. and Christina A. Mondrik, Esq., CPA
  • Sales Tax
  • Use Tax
  • Taxable Items
10:00 AM - 10:10 AM Break
10:10 AM - 12:00 PM Tax Collection and Reporting
Kristie J. Iatrou, Esq. and Christina A. Mondrik, Esq., CPA
  • Taxing Jurisdiction
  • Collection and Reporting Responsibilities
  • Local Tax
12:00 PM - 1:00 PM Lunch (On Your Own)
1:00 PM - 2:30 PM Taxability of Services
Kristie J. Iatrou, Esq. and Christina A. Mondrik, Esq., CPA
  • Categories of Taxable Services
  • Real Property Construction and Remodeling
  • Exemptions and Exclusions
2:30 PM - 2:50 PM Exemptions
Kristie J. Iatrou, Esq. and Christina A. Mondrik, Esq., CPA
  • Categories of Exemptions
  • Preserving and Documenting Exemptions
2:50 PM - 3:00 PM Break
3:00 PM - 3:30 PM Exemptions (Continued)
Kristie J. Iatrou, Esq. and Christina A. Mondrik, Esq., CPA
  • Direct Pay Permits
  • Buying and Selling a Business
  • Other Exemptions
3:30 PM - 4:30 PM Texas State Tax Controversies and Litigation
Kristie J. Iatrou, Esq. and Christina A. Mondrik, Esq., CPA
  • Preparing for Audits
  • Voluntary Disclosures
  • Contesting Audit Results
Purchase Options

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.

Event Location

Crowne Plaza Houston-Sugar Land Suites
9090 Southwest Freeway

Houston, TX 77074
(713) 995-0123

Credits

Seminar Registration

Approved Desc: Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 8.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Taxes for 8.0 hours. Prerequisite: None. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group-Live. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.

Lorman Business Center, Inc. has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program. This program qualifies for 8.0 hours of continuing professional education.

Who should attend?

This seminar is designed for accountants, CPAs, controllers, accounts payable professionals, CFOs, tax managers, preparers and officers, presidents and vice presidents, finance professionals and bookkeepers.

Purchase Options

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.

Event Location

Crowne Plaza Houston-Sugar Land Suites
9090 Southwest Freeway

Houston, TX 77074
(713) 995-0123

Faculty

No photo available

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. Marys University School of Law
  • Can be contacted at 512-542-9300 or [email protected]
Christina A. Mondrik, Esq., CPA

Christina A. Mondrik, Esq., CPA

Mondrik & Associates

  • Board Certified, Tax Law, Texas Board of Legal Specialization
  • Founder of Mondrik & Associates, www.mondriklaw.com
  • Represents taxpayers in resolving state and federal tax controversies and litigation
  • Conducts regular seminars and workshops on Texas, multistate, and federal tax controversies
  • Author of several publications related to the areas of state and federal taxation
  • Chair, TSCPA Federal Tax Policy Committee
  • Treasurer, State Bar of Texas Tax Section
  • J.D. degree, with honors, University of Texas School of Law; B.B.A. degree in accounting, University of Texas
  • Can be contacted at 512-542-9300 or [email protected]
Purchase Options

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.

Event Location

Crowne Plaza Houston-Sugar Land Suites
9090 Southwest Freeway

Houston, TX 77074
(713) 995-0123

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

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  • State Specific Credit Tracker
  • Members Only Newsletter
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* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 401931
Published 2018
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