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
- Board Certified, Tax Law, Texas Board of Legal Specialization
- Represents taxpayers in resolving state and federal tax controversies and litigation
- 2019 - 2020 chair, Tax Section, State Bar of Texas
- 2024 - 2025 treasurer, Texas Society of CPAs
- vice-chair, American Bar Association Section of Taxation State and Local Tax Committee
- J.D. degree, with honors, University of Texas School of Law; B.B.A. degree, accounting, 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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