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Jordan Goodman Presents “Today’s Commerce Clause and Tomorrow’s Multistate Tax Controversies” at Deloitte’s 2019 2019 National Multistate Tax Symposium02/06/2019

In Wayfair, the US Supreme Court held that the dormant Commerce Clause requirement of "substantial nexus" no longer mandates a "physical presence" requirement in the context of South Dakota's sales tax nexus law. In reaching this outcome, Wayfair potentially blurs historical distinctions between Due Process and Commerce Clause nexus, leaving businesses to contemplate going forward the extent to which the…

Marilyn Wethekam Presents “The 2019 Bloomberg Tax Survey of State Tax Departments: Expectations and Planning Opportunities”01/25/2019

The discussion will focus on state responses on issues that have arisen since the ruling in Wayfair, including retroactivity, economic nexus thresholds, collection obligations for marketplace facilitators, and nexus for small marketplace sellers. We'll take a big picture look at emerging trends in the new sales tax nexus era and shed light on sound practices for nexus and sales tax…

Breen Schiller Presents “2019 SALT Basics School – State and Local Practice Overview”01/22/2019

1/20/19-1/25/19 Council On State Taxation Hilton DFW Executive Lakes & Conference Center Dallas/Fort Worth, Texas Click here for more info and to register This session is an overview of major state taxes and state revenue programs including: income/franchise, sales/use, property and employment taxes; credits, incentives and unclaimed property.…

Breen Schiller Presents “Ethics & Professionalism for State Tax Professionals – Top Ten Ethical Dilemmas” at Manufacturers’ Education Council01/22/2019

Manufacturers' Education Council Hyatt Regency Columbus Columbus, Ohio Click here for info and to register. Using real-life situations and interactive scenarios to engage the audience, this session is designed to review, analyze and discuss the top ten ethical dilemmas facing practitioners in the SALT field. Has your conduct been ethical, or are you at risk for a violation, claim of…

Breen Schiller Presents “There and Back Again: The History of Apportionment”01/22/2019

Hyatt Regency Grand Cypress Resort Orlando, Florida This session will take the participants through the evolution of apportionment. It is important to learn how we got from separate accounting through formulary apportionment to alternative apportionment, often based on separate accounting. The speakers will take us through the issues raised at each level and the potential resolutions. The session will end…

David Hughes to Present “Beyond Wayfair: Sales Tax Collection in the Internet Age”01/22/2019

Illinois CPA Society Illinois CPA Society Education Center Chicago, Illinois Click here for more info and to register. On June 21, 2018, the US Supreme Court issued the most important sales tax decision in the last 25 years. Overruling 50 years of precedent, the Court ruled that a remote seller can be required to collect a sales or use tax…

David Hughes to Present “Wheel of Ethics: Take a Spin and See What Ethical Dilemma Awaits”01/22/2019

Conference Hotel - Hyatt Regency New Orleans New Orleans, Louisiana Click here for more info and to register. The concepts of confidentiality and privilege arise for attorneys on a recurring basis. Ethical considerations, among others, are often part of the complex analysis that goes into a confidentiality and privilege evaluation. When, how and to whom do these obligations and protections…

Marilyn Wethekam Presents “The History of the World Part 1: The Evolution of State & Local Income Taxation”01/21/2019

Marilyn Wethekam will lead a discussion of the evolution the state taxation of corporate income and what the future holds.…

Fred Marcus Presents “What’s Happening Everywhere Today” at NYU’s 37th Institute on State and Local Taxation12/18/2018

Get ready for a jam-packed show. It's hard to cover the ever-changing state and local tax landscape, but our all-star team of special reporters provides a rundown of what you need to know about the most important SALT developments affecting taxpayers today. Included in this year's "Hardball" segment is a discussion of the applicability of local which are widespread and…

Chris Lutz Recently Spoke with Law360 – Justices Lean Toward States Rights Boosts Taxing Powers12/04/2018

Chris Lutz spoke with Law360 on the Supreme Court's recent trend toward expanding state sovereignty. The recent leaning toward states' rights and skepticism of dormant commerce clause power have resulted in an environment more sympathetic toward state taxing powers. "But this slow expansion of state sovereignty may very well be a harbinger. Forget sales tax nexus," says Chris Lutz.…

Rick Rein to Participate In “Cross Jurisdiction Enforcement: Getting Paid When The Money is Overseas” At The Delaware State Bar Association’s International Section Along With The World Trade Center of Delaware – 11/28/1811/27/2018

University & Whist Club Wilmington, Delaware Moderated by Rafael Zahralddin, International section co-chair and Elliott Greenleaf, P.C. Director & Shareholder, Rick Rein will participate in a panel that will discuss how to domesticate a foreign judgment in Delaware, as well as how to domesticate a Delaware judgment in a foreign jurisdiction. The keynote speaker is The Honorable Eric M. Davis,…

David Hughes Present Everything You Event Wanted to Know About SALT, But Were Afraid to Ask at CPA America – 11/5/1811/19/2018

The Wayfair decision?state and local tax implications of tax reform?taxation of streaming videos and other digital products?multiple states taxing the same income. Navigating the current SALT landscape is a challenge for any multistate taxpayer. This session will explore the hottest SALT issues and how to deal with them.…

Marilyn Wethekam Presents “National SALT Update” at the 2018 New England SALT Forum – 11/14/1811/14/2018

A discussion of the nation's top state tax cases, federal legislation and policy developments.  The panel includes Professor Richard Pomp and  Doug Lindholm, Executive Director Council On State Taxation.…

Jordan Goodman Presents “State of the States – State Tax Overview” at the Philadelphia Chapter of the Tax Executives Institute, Inc. (TEI) – 11/14/1811/14/2018

Philadelphia Chapter of the Tax Executives Institute, Inc. (TEI) Penn State Great Valley Malvern, Pennsylvania Click here for more info and to register. Catch up on the latest issues in state and local tax with a discussion of the latest and greatest cases and evolving trends in the SALT world.…

Fred Marcus and David Hughes Present “Wayfair and Its Impacts” at Nebraska Chapter TEI – Eleventh Annual Fall Training Day – 11/13/1811/12/2018

The U.S. Supreme Court's Wayfair decision is one of the most important state and local tax decisions of the last 25 years. By eliminating the physical presence requirement for sales tax nexus, the Court has completely changed the landscape for remote sellers. This session will explore how states are responding after Wayfair and the potential problems that sellers can expect…

David Machemer and Samantha Breslow Present “Local Taxes: Who’s on First, What’s on Second, I Don’t Know is on Third”11/07/2018

Marylin Wethekam is one of several authors who penned articles for State Tax Notes regarding the U.S. Supreme Court's ruling in South Dakota v. Wayfair, Inc. that overturned Quill Corps v. North Dakota and altered the state tax landscape. The articles address the Wayfair decision and the issues that remain after the Supreme Court struck down the physical presence test…

Fred Marcus Presents “Quilling Me Softly” at the 2018 Annual Meeting of the California Tax Bar and California Tax Policy Conference11/07/2018

After waiting patiently for over 25 years, South Dakota finally bested her northern sister in the battle of naming rights to the most important nexus case. Our panel will discuss the Wayfair decision in depth, including its implications for economic nexus standards outside sales and use taxes (e.g. income taxes and gross receipts taxes). Panel members included Fred Marcus, Randy Ferris,…

Breen Schiller and Chris Lutz Present “Reporting Federal Audit Adjustments” and “Top 10 National & Key Case Update” at the State Tax Roundtable for Utilities & Power – 11/7/1811/06/2018

Breen Schiller and Chris Lutz will present "Reporting Federal Audit Adjustments" and "Top 10 National & Key Case Update" at an upcoming State Tax Roundtable for Utilities & Power. They will review state implications for the filing of Federal RARs and what that can mean for taxpayers as well as discuss the significant decisions from 2018 and predictions for 2019.…

Marilyn Wethekam Presents “Taxation of ‘Inbound’ Foreign Entities”10/25/2018

The session will discuss the risks foreign entities face from aggressive U.S. state taxation when both directly conducting business in the U.S. and conducting business through a U.S. subsidiary.…

Jeffrey Zaluda Presents “How To Survive As An Estate Planner In 2018”10/11/2018

10/11/18 - 10/12/18 2018 Duke University Estate Planning Conference Duke University Durham, North Carolina Click here for more info and to register. Building and maintaining a financially successful estate planning practice is much harder today. From building a practice to the importance of social media, Jeff will discuss how the estate planning department of a mid-sized firm in a very…

HMB’s 16th Annual State and Local Tax Summer Camp – 7/25/1810/10/2018

A full-day conference presented exclusively to HMB's valued clients and invited guests.  Discover the latest issues, evaluate important updates and gain valuable insight from our seasoned professionals. Click here to request a PDF of the presentation. Agenda   8:00 - 8:30am - Registration & Continental Breakfast 8:30 - 8:45am - Welcome and Introduction 8:45 - 9:45am - Wayfair:  The Court Has Spoken -…

Jordan Goodman Presents “Early Morning Ethics Coffee Talk: Ethical & Professional Challenges Facing State Tax Professionals” at the COST – 2018 49th Annual Meeting – 10/25/1810/08/2018

10/23/18 - 10/26/18 COST - 2018 49th Annual Meeting Arizona Grand Resort and Spa Phoenix, Arizona Rise and shine and enjoy an entertaining, informative hour on the latest ethics developments relevant to state tax professionals. This presentation will serve as your "wake up" for Thursday morning. However, there's much more to this session than getting an hour of Ethics CPE/CLE.…

Jordan Goodman and David Machemer Present “Ethics in the Age of Streeeeeching the Truth”09/20/2018

9/20/18 - 3:50pm-4:50pm TFI 19th Annual Illinois State & Local Tax Conference The Meridian Conference Center Rolling Meadows, Illinois Click here for more info and to register. By attending this session, the participant will be able to take away a deeper understanding of the ethical rules applicable to state and local tax attorney; identify and learn how to implement the…

Jordan Goodman Presents ‘Wayfair’ at the IPT – 2018 Sales Tax Symposium09/18/2018

10/1/18 IPT - 2018 Sales Tax Symposium Renaissance Indian Wells Resort Indiana Wells, California Click here for more info and to register. This session will provide overview and insight into the Wayfair proceedings from participants and experts on the case. The panel will discuss the background, the decision, and its impact on Quill and nexus. After attending this session, the…

Aaron Werner Presents “The Dealmaker’s Perspective: Selling Your Business for Maximum Price, Minimum Risk” at the 2018 Mindbody Conference – 9/20/1809/18/2018

9/18/18 - 9/20/18 2018 MINDBODY BOLD Conference Hilton San Diego Bayfront San Diego, California Click here for more info and to register. Aaron Werner will present "The Dealmaker's Perspective: Selling Your Business for Maximum Price, Minimum Risk" at the 2018 MindBody BOLD Conference in September. BOLD Conference's mission is to bring together business owners in the wellness, fitness and beauty…

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