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Brian Axelrad, Social Impact Lawyer, Participates in the Chicago Council on Global Affairs Emerging Leaders ProgramJune 28, 2019

THE CHICAGO COUNCIL ON GLOBAL AFFAIRS The Chicago Council on Global Affairs is an independent, nonpartisan membership organization that provides insight – and influences the public discourse – on critical global issues. The Council on Global Affairs is committed to bringing clarity and offering solutions to issues that transcend borders and transform how people, business and governments engage the world.…

Marilyn Wethekam Receives IPT’s 2019 Distinguished Service AwardJune 28, 2019

This award is presented to one or more individuals who have made outstanding contributions to the Institute over an extended period of time. Examples of the activities for which this award has been previously given include sustained and substantial contributions to one of the Institute's designations or educational programs. Learn more about the Institute for Professionals in Taxation here. …

David Hughes and Breen Schiller added to Law360’s Tax Authority State & Local Editorial Advisory BoardApril 23, 2019

The purpose of the editorial advisory board is to get feedback on Law360's coverage and gain insight from experts in the field on how best to shape future coverage. David represents clients in multistate planning, audit and controversy matters, including state income, franchise, gross receipts, sales/use and unclaimed property. Hughes is also an adjunct professor of state and local tax…

HMB Represents Lightstream in $8 Million Series A FinancingMarch 19, 2019

Lightstream, a Chicago startup that makes cloud-based video production software, announced their $8 million funding round led by Drive Capital. Lightsream's vision is to provide video content creators of all levels with professional-grade production and editing tools through the service's browser-based or downloadable software. Read more about Lightstream and their Series A here. HMB's team was led by Jim Jerue, Renee…

Congratulations to HMB’s Lawyers Selected to 2019 Super Lawyers and Leading Lawyers ListsFebruary 26, 2019

2019 Illinois Super Lawyers John W. Guzzardo Richard M. Horwood Fred O. Marcus Marilyn A. Wethekam Jeffrey A. Zaluda 2019 Illinois Super Lawyers - Rising Stars Karl E. Analo Matthew R. Barrett Brett M. Winterstein Super Lawyers is a rating service of outstanding lawyers from more than 70 practice areas who have attained a high-degree of peer recognition and professional achievement.…

Horwood Marcus & Berk Elevates Three Attorneys to PartnerFebruary 8, 2019

CHICAGO, IL (December 18, 2018) - Horwood Marcus & Berk (HMB), a preeminent provider of legal services in business and finance, state and local taxes, trusts and estates, litigation, real estate and bankruptcy, reorganization and creditors' rights announced that three attorneys were elevated to partner. Christin A. Handa Christin is a member of HMB's Trusts and Estates Group. She concentrates her practice…

Congratulations to Horwood Marcus & Berk Chartered Selected For a 2018 National Law Review Go-To Thought Leadership AwardJanuary 23, 2019

HMB has been selected as a "Go-To Thought Leader" for coverage of State Tax and Local Tax regulations, litigation and legislation. The attorney-authors at HMB analyze developments in their field and provide a deep understanding of issues. The 2018 "Go-To Thought Leadership Awards" recognize 65 exceptional authors and legal organizations for their reporting of complex legislative and litigation news, as…

David Hughes Named Chair of the Indirect & Operational Tax Committee of Chicago Tax ClubDecember 3, 2018

The Chicago Tax Club, organized in 1933, is a nonprofit association consisting of individual tax professionals employed by corporations and other businesses. The principal function of the organization is providing educational and networking events, in order to assist members in identifying and resolving tax compliance, planning and audit issues relating to their employers.…

Congratulations to Fred Marcus, the Recipient The State Tax Author of the Year Award Given by Bloomberg Tax and the Bloomberg Tax State Tax Advisory BoardNovember 20, 2018

Fred Marcus has been selected to be the recipient of this year's Bloomberg Tax State Tax Author of the Year Award. "As the lead author for two State Tax Portfolios and three State Tax Navigators, you have significantly contributed to our state tax analysis. Over the past two years in particular, you have delivered top notch analysis and shown tremendous…

Breen Schiller Appointed Vice Chair of the 2019 Sales Tax Symposium CommitteeNovember 12, 2018

The 2019 Sales Tax Symposium Committee is responsible for the planning and implementation of the Symposium, including education sessions, receptions and any entertainment and group activities associated with the program. Implementation includes review of prior year evaluations, selection of speakers, and timely procurement, review and submission to IPT staff of required papers and power point presentations for all sessions. The …

Horwood Marcus & Berk Chartered Named to U.S. News “Best Lawyers – Best Law Firms” – 2019November 6, 2018

We are pleased to announce that HMB earned top recognition in the 2019 edition of  U.S. News - Best Lawyers? "Best Law Firms." Additionally, HMB was named a Tier 1 law firm in Chicago for Trusts & Estates. Richard M. Horwood and Jeffrey A. Zaluda were selected by their peers for inclusion in The Best Lawyers in America in the practice area of Trusts…

Karl Analo Accepted as a Member of the University of Illinois College of Law Alumni BoardOctober 8, 2018

Karl Analo will join the University of Illinois College of Law Alumni Board in October for a two year term. The Board is actively involved in promoting alumni events, developing opportunities for student-alumni interaction, providing alumni services, and encouraging alumni giving to the College of Law.…

Crain’s Custom Media Recognizes Marilyn Wethekam Among Chicago’s Notable Women LawyersAugust 15, 2018

State and Local Tax trailblazer, Marilyn Wethekam was selected as a leader in Chicago by Crain's Custom Media. She is one of the first women to play a key role in SALT practice on the private side and the first woman to chair the Council On State Taxation (COST). Marilyn is a partner at Horwood Marcus & Berk and co-chair's…

Horwood Marcus & Berk Represents Chowly in Series A FinancingJuly 30, 2018

Chowly, a bridge between popular restaurant delivery services such as Uber Eats and DoorDash and a restaurant's POS system, closed a $5.8 million Series A funding round to fuel mass market expansion in the US. Read the full press release on Newswire here. HMB's team was led by Jim Jerue, Renee Rossi and Ray Jacobi.…

Horwood Marcus & Berk Represents Clean Chemistry, Inc. in Series B FinancingJuly 24, 2018

Clean Chemistry, Inc., a provider of patented chemical solutions and technology for oilfield water treatment, completed a Series B financing with Black Bay Energy Capital. The financial terms of the investment are not disclosed. Read the full press release on Business Wire here. HMB's team was led by Jim Jerue, Aaron Werner and Josh Haberkorn.…

Jordan Goodman Awarded ‘Instructor of the Year Award for State Income Tax’ from the Institute for Professionals in TaxationJune 28, 2018

" Jordan Goodman Awarded ""Instructor of the Year Award for State Income Tax"" from the Institute for Professionals in Taxation - 6/26/18 Jordan Goodman was awarded the Institute for Professionals in Taxation's (IPT) Instructor of the Year Award for State Income Tax at the 2018 IPT Annual Conference on 6/26/18. This award is in recognition of his significant contribution to…

Aaron Werner admitted as Partner in Social Venture Partners – ChicagoJune 12, 2018

Aaron Werner was admitted as a Partner in Social Venture Partners Chicago. SVP Chicago invests time, expertise and money in innovative nonprofits that have the potential to make meaningful and sustainable improvements within the Chicagoland community. SVP Chicago brings together a community of engaged philanthropists who want to do more than provide financial support to charitable causes. It is a vehicle…

Brian Axelrad Making an Impact with Students at Chicago Booth School of BusinessMay 9, 2018

As the Impact Investor in Residence through the Rustandy Center for Social Service Innovation at the Chicago Booth School of Business, Brian Axelrad works with, counsels and mentors students focused on impact investment and careers in the field. As part of these efforts, Brian coached teams of Booth MBA students who participated in two international, multi-business school competitions: the "Invest…

Horwood Marcus & Berk Chartered Retained as Counsel to Official Committee of Unsecured Creditors of Zero Energy Systems, LLCMay 7, 2018

PRESS RELEASE Contact: Jason Klika Horwood Marcus & Berk Chartered 312.281.1102 CHICAGO, IL (May 7, 2018) -  The Official Committee of Unsecured Creditors of Zero Energy Systems, LLC selected Horwood Marcus & Berk Chartered (""HMB"") as its legal counsel, with the U.S. Bankruptcy Court for the Southern District of Iowa approving HMB's retention on May 2, 2018.  Zero Energy Systems…

HMB Welcomes John W. Guzzardo And Continues To Expand Its Bankruptcy, Reorganization & Creditors’ Rights PracticeApril 5, 2018

CHICAGO, IL (April 5, 2018) - Horwood Marcus & Berk Chartered ("HMB"), a preeminent provider of legal services in business and finance, litigation, trusts and estates, real estate, state and local taxes and bankruptcy, reorganization and creditors' rights announced that attorney John W. Guzzardo joined the firm as a partner in it's growing bankruptcy, reorganization and creditors' rights practice. John represents…

Keith Berk Named 2017 Distinguished President of The Year by Board Room MagazineMarch 23, 2018

Congratulations to Keith Berk who was named the 2017 Distinguished President of The Year by Board Room Magazine. For 22 years, Board Room Magazine has been the official publication for the Association of Private Club Directors and this year, Keith Berk was recognized for providing Northmoor Country Club with exceptional, responsible and transparent leadership.…

Horwood Marcus & Berk Announced As Winner Of The 12th Annual Turnaround AwardsMarch 19, 2018

CHICAGO, IL (March 16, 2018) - The M&A Advisor announced the winners of the 12th Annual Turnaround Awards on Thursday, December 21st.  Horwood Marcus & Berk Chartered ("HMB") was named a winner of the Section 363 Transaction of the Year ($10MM - $25MM) for Aaron L. Hammer's representation of Central Iowa Healthcare ("CIH") in its successful chapter 11 sale before…

HMB Article Cited in MN Supreme Court Qui Tam CaseMarch 8, 2018

By: Christopher T. Lutz, Fred O. Marcus and Jordan M. Goodman In 2013, Christopher T. Lutz, Fred O. Marcus and Jordan M. Goodman wrote an article urging states to reject the applications of False Claims Acts to state and local taxes. The article was published in the Journal of Multistate Taxation and Incentives, Thomson Reuters/WG&L. Volume 22, Number 9. January 2013.…

HMB Welcomes Aaron L. Hammer and Expands its Bankruptcy, Reorganization & Creditors’ Rights PracticeMarch 6, 2018

PRESS RELEASE Contact: Jason Klika Horwood Marcus & Berk Chartered 312.281.1102 CHICAGO, IL (March 6, 2018) - Horwood Marcus & Berk Chartered ("HMB"), a preeminent provider of legal services in business and finance, litigation, trusts and estates, real estate and state and local taxes, announced that accomplished corporate reorganization, bankruptcy and creditor's rights attorney Aaron L. Hammer joined the firm…

Congratulations to HMB’s Honored Lawyers of 2018January 25, 2018

2018 Illinois Super Lawyers John W. Guzzardo Richard M. Horwood Fred O. Marcus Jason M. Torf Marilyn A. Wethekam Jeffrey A. Zaluda 2018 Illinois Super Lawyers - Rising Stars Karl E. Analo Grant R. Hendricks Aaron D. Werner 2018 Emerging Lawyers Breen M. Schiller Karl E. Analo Super Lawyers is a rating service of outstanding lawyers from more than 70…

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