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State and Local Tax

BETTER PREPARATION Supported through timely counsel and deep technical acumen

Our extensive experience advising multinational businesses on local and multistate tax issues is unlike nearly any other firm. It has been at the core of what we do since HMB was founded. Our practice touches nearly every corner of the U.S.—handling matters in all 50 states. This breadth means we can assist you with sophisticated tax planning strategies, ongoing counsel and dispute resolution for any state and local tax (SALT) matter you may encounter.

The understanding and hands-on skill we bring to your SALT matters runs the gamut of almost every situation you may encounter. We focus upfront on risk management strategies that will limit your current and future tax exposures. We specialize in unique areas of the law, like unclaimed property and franchise tax compliance, which few firms are equipped to handle. And we defend you as necessary when facing complex tax controversies or audit proceedings.

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We have first-hand experience working in-house at large corporate tax departments, Big Four accounting firms, AmLaw 100 firms and state agencies. This means we not only understand multistate SALT issues across the country, we personally know how they impact you.

Because we tackle the thorniest problems time and again, we intuitively know what is important to state administrators and the actions necessary to bring you timely resolutions. We have worked hard to build and maintain ongoing relationships with key state administrators, which means we know right away where to go to have a matter addressed.

We keep you up to speed on the latest state tax cases and legislative changes, but also assist you with policymaking efforts. We frequently speak on multistate tax issues, have authored comprehensive treatises on significant Illinois and other state tax matters and opine in national publications.

August 2016 Tax Credits & Incentives UpdateAugust 4, 2016

HMB Tip of the Month: Given the fact that the fall election is right around the corner, we expect that there will be an uptick of activity in some markets, especially with negotiated incentives, while other markets will face a standstill, depending on the political landscape of the particular market.  Also, we also expect a flurry of activity during the lame…

Breen Schiller and Chris Lutz Present “Combined Reporting and the Unitary Business Principle, with a focus on Regulated and Unregulated Groups” at Spring 2019 Start-Up Conference – 5/14/19May 20, 2019

Spring 2019 Start-Up Conference Start-Up: State Tax Roundtable for Utilities & Power New York, New York Breen Schiller and Chris Lutz Present "Combined Reporting and the Unitary Business Principle, with a focus on Regulated and Unregulated Groups" at Spring 2019 Start-Up Conference…

Chris Lutz and Breen Schiller Present at The 42nd Advanced State and Local Tax Institute - May 15-16, 2019May 15, 2019

5/15/19 - 5/16/19 42nd Advanced State and Local Tax Institute Georgetown University Law Center Washington, D.C. Breen Schiller, "Income Tax: A National Overview" - 5/15/19, 12:45pm-1:45pm Learn the current status of states' continued migration to combined reporting, and gain an in-depth understanding of specific states' recent adoptions, such as those by Kentucky and New Jersey Understand common and divergent trends…

Marilyn Wethkam Presents “State Impact of IRC section 163 (j)” at State Tax Round Up for Utilities and Power – 5/14/19May 14, 2019

5/14/19 State Tax Round Up for Utilities and Power New York, NY Marilyn Wethkam conducts adetailed discussion of the issues that arise as a result of the states' application of IRC section 163 (j) bot in a regulated and non-regulated setting.…

Jordan Goodman and Marilyn Wethekam Present “All States Update” at the Dallas Chapter of Tax Executives Institute – 4/24/19April 7, 2019

4/24/19 Dallas chapter of Tax Executives Institute Dallas, TX Jordan Goodman and Marilyn Wethekam will lead a detailed discussion of the key SALT cases.…

Marilyn Wethekam Presents “Top 10 SALT Cases – Traps or Benefits” at Houston Chapter of Tax Executives Institute – 5/8/19April 7, 2019

5/6/19 - 5/8/19 Houston Chapter of Tax Executives Institute Hyatt Regency Houston Houston, Texas Marilyn Wethekam will conduct a detailed discussion of the key SALT cases of 2019 and their impact.…

Breen Schiller Published in Journal of State Taxation (Volume 37, Issue 2) – “2018: An Income Tax Year in Review”April 1, 2019

Click here to read the original version, as published in the Journal of State Taxation's 2019 Spring issue. Everyone loves a sequel, right? What's old is new these days with remakes taking the box office by storm as well as dominating people's DVRs. The same can be said for the state tax world. A large number of my picks for…

Samantha Breslow and Justin Stone present “Debate Over Nexus For Sales/Use Taxes – Are We Headed Towards a New Frontier?” to AGN International – North America - 8/8/17July 31, 2017

Live Webinar At the end of this Webinar, participants will: Appreciate the numerous ways states are trying to tax out-of-state sellers Be aware of the "single state" attack on Quill and potential ramifications associated with its demise Understand the constitutional hurdles that a state must overcome to reverse Quill…

Ethics & Professional Responsibilities for Transaction Tax ProfessionalsFebruary 15, 2017

Council On State Taxation (COST) Sales Tax Conference & Audit Session San Antonio, TX - 3/1/17 Early Morning Ethics Coffee Talk: Ethics and Professional Responsibilities for Transaction Tax Professionals It's never too early to learn about ethics.  Come to this early morning session and be entertained by these speakers as they cover new and breaking ethical issues related to transactional…

HMB's 15th Annual State & Local Tax Summer Camp - 7/19/17January 6, 2017

Join us for our 15th Annual HMB Summer Camp!  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…

HMB's David Ruskin Quoted in Tax Analysts about Illinois Qui Tam Suit Against WineriesSeptember 9, 2015

An Illinois court September 3 dismissed a suit against out-of-state wine sellers and held that a state liquor law did not require the sellers to collect local sales and use taxes. In Stephen B. Diamond PC v. 1-800-Flowers.com, an Illinois attorney filed a qui tam complaint in the Circuit Court of Cook County on behalf of the state alleging that a group…

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