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Strategies in Handling and Challenging Texas Audits
Length: 3 Hours 20 minutes
Join Gordon Martens, JD for a look at strategies in handling and challenging audits. Texas tax assessments can financially destroy viable businesses. Therefore, skillful representation and advice is crucial to minimizing audit assessments. This course discusses strategies for successfully representing clients facing Texas tax audits. First, we discuss how to address the pre-audit phase and analyze the initial reconciliations and controls auditors will perform. Second, we discuss techniques to apply during the audit itself, including tips on how to manage the on-site visit and to communicate with auditors. The course’s third phase addresses how best to challenge an adverse tax assessment. Finally, we discuss the mechanics of the oral hearing process and strategies that tax professionals and businesses employ to increase the likelihood of a favorable outcome.
Gordon Martens
Gordon Martens represents clients in a wide variety of Texas tax controversy and litigation matters. Mr. Martens has assisted taxpayers seeking to challenge Texas sales tax and franchise tax assessments in audits, administrative hearings, and Texas state courts. Each quarter, Mr. Martens discusses recent developments in the Texas sales tax and Texas franchise tax in live webcasts sponsored by the Texas Society of CPAs. He also presents 4-hour CPE courses covering various Texas tax topics, including specific courses for the construction, technology, and energy industries. Mr. Martens is licensed to practice law in Texas and Louisiana.
