LAT Seminars
301 Congress Ave., Ste. 1950
Austin, Texas 78701
WWW.LAT-SEMINARS.COM
1 (855) TAX CLASS OR
1 (855) 829-2527
PRSRT STD
U.S. POSTAGE PAID
AUSTIN TX
PERMIT NO 1685
LA
T
SEMINARS
Legal, Accounting & Tax
ADVANCED TEXAS FRANCHISE
TAX WORKSHOP
WORKSHOP
UPCOMING COURSES
APRIL 28, 2016 * ADVANCED TX FRANCHISE TAX * MIDLAND, TX
APRIL 28, 2016
* TX SALES TAX FOR OILFIELD SERVICES * MIDLAND, TX
MAY 12, 2016 * ADVANCED TX FRANCHISE TAX * LUBBOCK, TX
MAY 12, 2016
* TX SALES TAX FOR OILFIELD SERVICES * LUBBOCK, TX
JUNE 9, 2016 * TX SALES & USE TAX * DALLAS, TX
JUNE 23, 2016 * ADVANCED TX FRANCHISE TAX * CORPUS CHRISTI, TX
FORT WORTH, TEXAS
April 26, 2016
Hilton Garden Inn Fort Worth/Medical Center
PRESENTED BY:
Danielle Ahlrich
with Martens, Todd, Leonard, Taylor & Ahlrich
Austin, Texas
www.LAT-Seminars.com
ADVANCED TEXAS FRANCHISE TAX WORKSHOP * AGENDA
REGISTRATION:
Advanced Texas Franchise Tax Workshop
8:00am-8:30am Registration
11:05am-11:20am MTC Election Problem
8:30am-9:05am R&D Problem
11:20am-11:30am Break
9:05am-9:35am Revenue Exclusion Problem
11:30am-11:45am O&G Revenue Exclusion Problem
Hilton Garden Inn Fort Worth/Medical Center
912 Northton Street
Fort Worth, Texas 76104
April 26, 2016
8:00 am – 12:30 pm
4 EASY WAYS TO REGISTER:
 Online: www.LAT-Seminars.com
 E-mail: [email protected]
 Phone: 1 (855) TAX CLASS
1 (855) 829-2527
 Mail:
Seminar Tuition: $199.00 each
CPE: 4.0 Credit Hours
Field of Study: Taxes
9:35am-10:00am COGS Problem
11:45am-12:00pm Retail Rate & Installation Problem
10:00am-10:10m Break
12:00pm-12:20pm Compensation Problem
LAT Seminars
301 Congress Ave., Ste. 1950
Austin, Texas 78701
Advance Preparation Required
Program Level: Intermediate
Delivery Method: Group-Live
Advanced Texas Franchise Tax Workshop Course:
10:10am-10:50am Combined Group Problem
12:20pm-12:30pm Medical Problem
10:50am-11:05am Management Company Problem
BIOGRAPHY
DANIELLE AHLRICH is a tax litigation attorney with Martens, Todd, Leonard, Taylor & Ahlrich. She and
other members of her firm limit their law practices to Texas and federal tax controversies and
litigation. Mrs. Ahlrich represents tax clients during audits and in litigation before the State Office of
Administrative Hearings, state district court, and the court of appeals. She is licensed by the State Bar
of Texas and is admitted to practice before all of the Texas courts and the U. S. Tax Court.
Notable trial and court of appeals cases include: Hegar v. CGG-Veritas Services (U.S.), Inc., No. 03-1400713-CV,Tex. App. LEXUS 2439 (Tex. App.— Austin Mar. 9, 2016, no pet. h.); Titan Transportation, LP v. Combs, et
al., 433 S.W.3d 625 (Tex. App.— Austin, 2014, pet. denied); Combs v. Newpark Resources, Inc., 422 S.W.3d 46 (Tex.
App.— Austin, 2016, no pet.); Gulf Copper & Manufacturing Corporation v. Hegar, Cause No. D-1-GN-14-004620; and
Robert Garriott v. Combs, No. D-1-GN-12-003034, 201st District Court, Travis County, Texas.
She frequently writes and speaks on a variety of tax subjects, including the Texas sales & use and franchise taxes.
Mrs. Ahlrich holds dual bachelor degrees with honors from the University of Texas and a J.D. from Baylor Law School.
Ms. Ahlrich also serves on the board of the Travis County Women Lawyers’ Association and is a member of the
Robert W. Calvert American Inn of Court. She may be reached by email at [email protected] and by phone at
(512) 542-9898.
Those with a basic understanding of Texas franchise tax law should attend
this course to gain in-depth knowledge of the Texas franchise tax issues
arising in Texas’ major industries. This course will include Texas franchise
tax problems regarding:
 Research Exemption/Credit
 Revenue Exclusion for Real Estate Activities
 COGS Deduction for Real Estate Industry
 Combined Reporting and PL 86-272
 Management Company Issues
 Three-factor Election Issue
 Oil & Gas Producing Partnership
 Compensation Deduction
 Medical Exclusion Issues
 Retail Tax Rate and Installation Labor
NAME:
TITLE:
COMPANY NAME:
ADDRESS:
CITY:
TELEPHONE:
E-MAIL:
STATE:
ZIPCODE:
ABOUT THE COVER
ARTIST: Gail Stoops
GALLERY: www.gailstoops.com
Seminar Policies: LAT Seminars 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 the final authority of the acceptance of
individual courses for CPE credit. Complaints regarding
registered sponsors may be submitted to the National
Registry of CPE Sponsors through its
website: www.learningmarket.org
Cancellations and Refunds: Registrants of LAT Seminars
events may transfer their individual registrations to
colleagues or friends at any time free of cost. Refund requests
made five (5) business days or more before the seminar date
will incur a $25.00 service charge per attendee. No Refunds
will be granted after this time.
For more information regarding refund, complaint and/or
program cancellation policies, please view our website at
https://lat-seminars.com/Tools/FAQ or contact us at
(855) 829-2725.
ADVANCED TEXAS FRANCHISE TAX WORKSHOP COURSE
FORT WORTH, TEXAS – APRIL 26, 2016
Total amount enclosed: $__________________
______ Check enclosed payable to LAT Seminars
Check # ______________
______ Charge to credit card ______AMEX ______Master Card ______Visa ______Discover
Credit Card Number: _____________________________________________________ Expiration Date: _____/_____ CVV: _______
Signature: ___________________________________________________________________________ CVV: ____________ (3 digit code)
ADVANCED TEXAS FRANCHISE TAX WORKSHOP * AGENDA
REGISTRATION:
Advanced Texas Franchise Tax Workshop
8:00am-8:30am Registration
11:05am-11:20am MTC Election Problem
8:30am-9:05am R&D Problem
11:20am-11:30am Break
9:05am-9:35am Revenue Exclusion Problem
11:30am-11:45am O&G Revenue Exclusion Problem
Hilton Garden Inn Fort Worth/Medical Center
912 Northton Street
Fort Worth, Texas 76104
April 26, 2016
8:00 am – 12:30 pm
4 EASY WAYS TO REGISTER:
 Online: www.LAT-Seminars.com
 E-mail: [email protected]
 Phone: 1 (855) TAX CLASS
1 (855) 829-2527
 Mail:
Seminar Tuition: $199.00 each
CPE: 4.0 Credit Hours
Field of Study: Taxes
9:35am-10:00am COGS Problem
11:45am-12:00pm Retail Rate & Installation Problem
10:00am-10:10m Break
12:00pm-12:20pm Compensation Problem
LAT Seminars
301 Congress Ave., Ste. 1950
Austin, Texas 78701
Advance Preparation Required
Program Level: Intermediate
Delivery Method: Group-Live
Advanced Texas Franchise Tax Workshop Course:
10:10am-10:50am Combined Group Problem
12:20pm-12:30pm Medical Problem
10:50am-11:05am Management Company Problem
BIOGRAPHY
LACY LEONARD, trial attorney, is a partner with Martens, Todd, Leonard, Taylor & Ahlrich, a tax
litigation law firm located in downtown Austin, Texas. She and other members of her law firm limit
their practices to Texas tax, multi-state, and federal tax controversies and litigation. Ms. Leonard
represents clients in administrative proceedings before the Texas Comptroller’s office, the Texas
State Office of Administrative Hearings, and in Texas state courts.
Her recent Court of Appeals cases include Combs v. Roark Amusement & Vending , L.P., 422 S.W.3d
632 (Tex. 2013) and Titan Transportation, LP v. Combs, et al., 433 S.W.3d 625 (Tex. App.— Austin, 2014, pet. denied).
She also represents federal tax clients in administrative appeals, before the United States Tax Courts, and in the Court
of Appeals. Ms. Leonard has eight years of substantial trial experience. She has successfully tried numerous cases to
judgment before courts throughout the state and ssists in preparing the Texas sales and use tax course materials. Ms.
Leonard received her J.D. degree from Southern Methodist University School of Law in May of 2003. She also earned
a bachelor of arts in government from The University of Texas at Austin. She may be reached by e-mail at
[email protected] and by phone at (512) 542-9898.
Those with a basic understanding of Texas franchise tax law should attend
this course to gain in-depth knowledge of the Texas franchise tax issues
arising in Texas’ major industries. This course will include Texas franchise
tax problems regarding:
 Research Exemption/Credit
 Revenue Exclusion for Real Estate Activities
 COGS Deduction for Real Estate Industry
 Combined Reporting and PL 86-272
 Management Company Issues
 Three-factor Election Issue
 Oil & Gas Producing Partnership
 Compensation Deduction
 Medical Exclusion Issues
 Retail Tax Rate and Installation Labor
NAME:
TITLE:
COMPANY NAME:
ADDRESS:
CITY:
TELEPHONE:
E-MAIL:
STATE:
ZIPCODE:
ABOUT THE COVER
ARTIST: Gail Stoops
GALLERY: www.gailstoops.com
Seminar Policies: LAT Seminars 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 the final authority of the acceptance of
individual courses for CPE credit. Complaints regarding
registered sponsors may be submitted to the National
Registry of CPE Sponsors through its
website: www.learningmarket.org
Cancellations and Refunds: Registrants of LAT Seminars
events may transfer their individual registrations to
colleagues or friends at any time free of cost. Refund requests
made five (5) business days or more before the seminar date
will incur a $25.00 service charge per attendee. No Refunds
will be granted after this time.
For more information regarding refund, complaint and/or
program cancellation policies, please view our website at
https://lat-seminars.com/Tools/FAQ or contact us at
(855) 829-2725.
ADVANCED TEXAS FRANCHISE TAX WORKSHOP COURSE
FORT WORTH, TEXAS – APRIL 26, 2016
Total amount enclosed: $__________________
______ Check enclosed payable to LAT Seminars
Check # ______________
______ Charge to credit card ______AMEX ______Master Card ______Visa ______Discover
Credit Card Number: _____________________________________________________ Expiration Date: _____/_____ CVV: _______
Signature: ___________________________________________________________________________ CVV: ____________ (3 digit code)
LAT Seminars
301 Congress Ave., Ste. 1950
Austin, Texas 78701
WWW.LAT-SEMINARS.COM
1 (855) TAX CLASS OR
1 (855) 829-2527
PRSRT STD
U.S. POSTAGE PAID
AUSTIN TX
PERMIT NO 1685
LA
T
SEMINARS
Legal, Accounting & Tax
ADVANCED TEXAS FRANCHISE
TAX WORKSHOP
WORKSHOP
UPCOMING COURSES
APRIL 28, 2016 * ADVANCED TX FRANCHISE TAX * MIDLAND, TX
APRIL 28, 2016
* TX SALES TAX FOR OILFIELD SERVICES * MIDLAND, TX
MAY 12, 2016 * ADVANCED TX FRANCHISE TAX * LUBBOCK, TX
MAY 12, 2016
* TX SALES TAX FOR OILFIELD SERVICES * LUBBOCK, TX
JUNE 9, 2016 * TX SALES & USE TAX * DALLAS, TX
JUNE 23, 2016 * ADVANCED TX FRANCHISE TAX * CORPUS CHRISTI, TX
FORT WORTH, TEXAS
April 26, 2016
Hilton Garden Inn Fort Worth/Medical Center
PRESENTED BY:
Lacy Leonard
with Martens, Todd, Leonard, Taylor & Ahlrich
Austin, Texas
www.LAT-Seminars.com