Curtis Osterloh Presents at the Council on State Taxation (COST) Annual Meeting
Curtis Osterloh will co-present on “Best Practices in Handling Audits and Appeals” at the Council On State Taxation (COST) Annual Meeting. COST is the premier state tax organization representing taxpayers consisting of more than 600 multistate corporations engaged in interstate and international business. Curtis is a frequent speaker for COST. The session will explore the tricks of the trade for dealing with all types of auditors. The session will also detail settlement and resolution tactics for immediate use in current and upcoming audits. The annual meeting takes place October 22 - 25, 2017 in Orlando, FL.
Curtis Osterloh Presents on Texas Liquor Tax Audits
Curtis Osterloh will present on “Texas Liquor Tax Audits: Avoiding Possible Pitfalls” at the Annual Texas Bar & Nightclub Convention. The convention is sponsored by the Texas Bar & Nightclub Association (TBNA) which is an alliance of Texas bar and nightclub owners protecting its members by providing a platform for all relevant political and legal information. Curtis has spoken at a number of TBNA events. Texas Mixed Beverage Audits are difficult to handle correctly if you’re not prepared. Curtis has years of experience helping bar and nightclub owners and managers in various types of tax assessments on a local, state and federal level. In this seminar, Curtis breaks down the process and shares tips on how to handle your audit in the most effective and efficient manner. The convention takes place August 14, 2017 in San Antonio, Texas.
SDM's Curtis Osterloh to Speak at COST Conference in San Antonio
SDM's Curtis Osterloh will speak at the Counsel of State Taxation (“COST”) 2017 Sales Tax Conference and Audit Session in San Antonio, Texas on Monday February 27, 2017 at the Westin Riverwalk. COST is the premier state tax organization representing taxpayers and a nonprofit trade association consisting of over 600 multistate corporations engaged in interstate and international business. Curtis’s presentation, "Texas Lone Star State Update” will be one of multiple topics covered over the three day seminar. More information on the conference can be found here.
SDM's Curtis Osterloh prevails in the Houston Court of Appeals on behalf of Anheuser Busch, L.L.C.
SDM’s Curtis Osterloh recently obtained a substantial penalty and interest waiver on behalf of Anheuser Busch, L.L.C. from Harris County on an appeal before the Houston Court of Appeals First District of Texas. Anheuser Busch sued Harris County for improperly asserting the penalty and interest after Anheuser Busch’s payment for its Harris County property tax was deemed late filed because the payment failed to clear due to internal fraud prevention protocols. Anheuser Busch made payment of the full tax amount and subsequent paid penalty and interest under protest. After losing at the District Court on cross motions for summary judgment the Court of Appeals reversed and rendered in part and remanded in part in favor of Anheuser Busch. In sustaining the vast bulk of the penalty waiver request the Court rejected Harris County’s claims of governmental immunity, waiver, substantial compliance and the voluntary payment rule. The Court sustained Anheuser Busch’s argument that Harris County failed to comply with Texas Tax Code Section 31.01(a)’s requirement regarding notice and remanded a minor portion of the penalty matter back to the District Court to determine facts that could result in a complete abatement of all penalty and interest. A link to the decision can be found here.
Curtis Osterloh to Speak at the Tax Executives Institute New Orleans 2016 State & Local Tax Seminar
SDM’s Curtis Osterloh will be a featured speaker, giving the Texas tax update, at the Tax Executives Institute New Orleans 2016 State & Local Tax Seminar on May 17. Tax Executives Institute, Inc., is an international association of business executives responsible for the tax affairs of their employers. The all-day State and Local Tax (“SALT”) Seminar will cover various topics including Federal Tax Treatment of State Credits & Energy Credit Opportunities, Federal and State Tax Issues for Aircraft, SALT Disconnects with Federal Subchapter C Law, SALT Tax Accounting, and a Tax Update for Southern States. More information about the Institute and the Seminar, including registration information, can be found here.
Curtis Osterloh Featured Speaker at Annual Texas Bar and Nightclub Alliance Convention
SDM attorney Curtis Osterloh was a featured speaker at the Texas Bar and Nightclub Alliance (“TBNA”) Second Annual Convention on August 17 in Austin. Curtis spoke regarding Texas mixed beverage tax audits: how to prepare for them, manage them and contest them for the most positive result. The TBNA is an organization of bars and nightclubs that strives to educate its members on relevant political and legal matters that effect bar and nightclub industry. For more information on TBNA and their upcoming events, please visit their website.
Ray Langenberg, Curtis Osterloh and Eric Hagenswold Featured at the COST Southwest-West Regional State Tax Seminar
SDM Attorneys Ray Langenberg, Curtis Osterloh and Eric Hagenswold spoke at the Council on State Taxation (“COST”) Southwest-West Regional State Tax Seminar on August 4 in Austin, Texas. Ray spoke on Texas Franchise Tax Planning. Curtis moderated a panel on Resolving Your Texas Tax Dispute with personnel from the Texas Comptroller of Public Accounts. Eric spoke on State Tax Cases, Issues and Policy Matters. COST is a non-profit trade association seeking to preserve and promote equitable and nondiscriminatory state and local taxation of multijurisdictional business entities. You can learn more about COST and its upcoming events here.
Ray Langenberg and Curtis Osterloh to Speak at the University of Texas School of Law Margin Tax Conference
SDM attorneys Ray Langenberg and Curtis Osterloh will speak at the University of Texas School of Law Margin Tax Conference on September 25, 2015 in Austin, Texas. Ray will be the presiding officer of the conference and speak on “Taxes Under the Commerce Clause, the Equal Protection Clause, and the Due Process Clause.” Curtis will moderate an “Ask the Auditors” discussion with a panel of auditors from the Texas Comptroller of Public Accounts. More information on the Conference can be found here.