Knowledge Center
News & Events
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November 29, 2012
31st NYU Institute on State and Local Taxation
Fred Marcus to participate in the 31st NYU Institute on State and Local Taxation in New York City
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June 20, 2012
41st Annual ALI-ABA Course of Study: Estate Planning in Depth
Lauren Wolven will serve as a faculty member at the 41st Annual ALI-ABA Course of Study "Estate Planning in Depth" at the University of Wisconsin
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June 8, 2012
ICLEF Midwest Estate, Tax & Business Planning Institute
Lauren Wolven will present "Asset Protection Planning from A-Z: 26 Things to Think About Before Jumping In" at the ICLEF Midwest Estate, Tax & Business Planning Institute in Indianapolis, IN
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May 11, 2012
Tax Executives Institute New England Chapter Meeting
HMB's Marilyn Wethekam will speak at the Tax Executives Institute New England Chapter Meeting on May 11, 2012 in Needham, MA
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May 9, 2012
Horwood Marcus & Berk's Richard Horwood, Lauren Wolven and Jeffrey Zaluda Included in the 2012 Edition of Chicago's Best Lawyers
Three HMB Trusts and Estates Group attorneys included in this prestigious, peer-selected group
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May 9, 2012
Horwood Marcus & Berk's Jeff Zaluda Delivers "Estate and Tax Planning When Getting In and Out of a Marriage" To Multiple Groups
Presentation covering estate and tax planning during marriage transitions given to both BMO Harris Bank group and the American Bar Association
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May 7, 2012
COST Midwest Regional State Tax Seminar
HMB's SALT Group will co-sponsor the COST Midwest Regional State Tax Seminar, held jointly with the Chicago Tax Club
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May 3, 2012
Tax Executives Institute Chicago Chapter Presentation
Horwood Marcus and Berk's Jordan Goodman and Marilyn Wethekam will present "Resolving State Tax Issues After the Audit" for the Tax Executives Institute Chicago Chapter
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April 30, 2012
COST 2012 Intermediate/Advanced State Income Tax School
HMB SALT Group's Jordan Goodman and Marilyn Wethekam will teach at the COST 2012 Intermediate/Advanced State Income Tax School in Atlanta, GA
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April 30, 2012
HMB's Kate Kanabay Attends WasteExpo 2012
Kate Kanabay attends WasteExpo 2012 as a member of the Waste Equipment Technology Association (WASTEC) and Environmentalists Industry Association (EIA) Women's Council
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April 25, 2012
55th Annual IICLE Estate Planning Short Course
Lauren Wolven to serve as a faculty member at the 55th Annual IICLE Estate Planning Short Course in Chicago, IL
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April 25, 2012
Lauren Wolven Receives IICLE Distinguished Service Award
Wolven honored by the Illinois Institute for Continuing Legal Education (IICLE) for dedication to volunteer service and legal education
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April 24, 2012
Tax Executives Institute--Dallas Chapter Tax School
Jordan Goodman and Marilyn Wethekam to present at Dallas Chapter of the Tax Executives Insitute's Tax School in Dallas, TX
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April 9, 2012
Robert Smoller and Stavros Giannoulias Take Active Roles on the Light the Night Volunteer Leadership Council of the Leukemia & Lymphoma Society
Smoller and Giannoulias part of volunteer committee with a goal of raising at least $2 million for blood cancer research
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March 25, 2012
EDUpreneurship Summit at the University of Michigan
Brian Axelrad served as a judge at the EDUpreneurship Summit, a gathering of students passionate about education reform
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March 19, 2012
2012 ABA-IPT Income Tax Seminar
Jordan Goodman to present at the 2012 ABA-IPT Income Tax Seminar
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March 19, 2012
2012 ABA/IPT Advanced Income Tax Seminar
HMB's David Hughes and Marilyn Wethekam to present at the 2012 ABA/IPT Advanced Income Tax Seminar
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March 15, 2012
Bloomberg BNA Tax Advisory Board Meeting Presentation
Richard Horwood to present "Optimizing Family Charitable Giving" for the Bloomberg BNA Tax Advisory Board Meeting in New York City
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March 13, 2012
Unclaimed Property Professionals Organization Conference Presentation
HMB's Jordan Goodman and David Hughes will present at the Unclaimed Property Professionals Organization Conference in Orlando, FL
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March 12, 2012
Lauren Wolven Named as American College of Trust and Estate Counsel (ACTEC) Fellow
As an ACTEC Fellow, Wolven joins a prestigious group of the top 2,600 trust and estate lawyers in the nation
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March 9, 2012
Lauren Wolven Makes Top 10 List in Steve Leimberg's Charitable Planning Newsletter
Wolven's presentation included in "Jeff Baskies' Top 10 List of Philanthropic Topics Addressed at the 2012 Heckerling Institute" in Steve Leimberg's Charitable Planning Newsletter
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February 27, 2012
Chicago Tax Club Meeting Presentation
HMB SALT Group's Fred Marcus presents "What's Happening Today" in a session on State Income and Franchise Tax at the February 2012 Chicago Tax Club Meeting
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February 27, 2012
Brian Axelrad Serves as Guest Speaker for DePaul CEO at DePaul University
Axelrad speaks about his experiences and lends advice to DePaul University student entrepreneurs
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February 24, 2012
Tax Executives Institute - Houston Chapter State and Local Tax School
Jordan Goodman and Marilyn Wethekam to present at the State and Local Tax School of the Houston Chapter of the Tax Executives Institute
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February 15, 2012
Chicago Bar Association Business Law Committee - Subcommittee on Private Equity Presentation
Brian Axelrad presents "Impact Investing: What Is It and Why Is It Important?" for the Chicago Bar Association Business Law Committee
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February 10, 2012
HMB Trusts and Estates Group's Jeff Zaluda to Present for the Illinois Institute for Continuing Legal Education
Zaluda will present "Asset Protection Planning from A-Z: 26 Things to Think About Before Jumping In"
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February 7, 2012
Webinar: State Tax Planning — What You Should Know About Sales Tax on Services
Jennifer Zimmerman to co-present a State Tax Planning webinar, hosted by HMB and Blackman Kallick.
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February 1, 2012
Chicago Bar Association Presentation
Sean Auton introduces speakers Shar Knuth and Lou Flinker as they present forthe Chicago Bar Association
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February 1, 2012
2012 National Multistate Tax Symposium
Jordan Goodman and Marilyn Wethekam to present at the 2012 National Multistate Tax Symposium
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January 27, 2012
Bloomberg BNA State Tax Advisory Board Rountable
Experts discuss state tax cases before the U.S. Supreme Court, nexus, sourcing issues arising from electronic commerce, pass-through entities, cloud computing, state tax enforcement, and Pub. L. No. 86-272.
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January 25, 2012
HMB's Brian Axelrad Serves as Mentor and Judge for the Startup Leadership Program
Axelrad to serve as judge for termsheet competition as part of the Startup Leadership Program, a special class for the development of startup leaders.
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January 25, 2012
Brian Axelrad Speaks at Code Academy's Entreprenuership Seminar
HMB's Axelrad will speak on legal topics of relevance to technology startups at the Code Academy.
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January 20, 2012
Horwood Marcus & Berk Partners with the Polsky Center for Entrepreneurship for the 2012 Venture Capital Investment Competition
Multi-faceted collaboration between HMB and the Polsky Center for Entrepreneurship at the University of Chicago Booth School of Business means new opportunities for young entrepreneurs, venture capital investors, and members of the startup community.
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January 17, 2012
National Business Institute Presentation
Breen Schiller and Jennifer Zimmerman will present "Internet Sales Tax Compliance for Small Business" for the National Business Institute
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January 17, 2012
Chicago Council on Planned Giving Presentation
HMB's Richard Horwood to present "Imagine the Possibilities: Opportunities for Non-Cash Donors" for the Chicago Council on Planned Giving...
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January 12, 2012
46th Annual Heckerling Institute on Estate Planning
Lauren Wolven to present at the 46th Annual Heckerling Institute on Estate Planning
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January 12, 2012
Unclaimed Property Audit Strategies: Responding to Latest Developments
HMB's Jennifer Zimmerman will present a webinar entitled, "Unclaimed Property Audit Strategies: Responding to Latest Developments" on January 12, 2012...
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January 11, 2012
Illinois CPA Society State and Local Tax Conference
HMB's David Hughes to chair Illinois CPA Society's State and Local Tax Conference
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January 11, 2012
HMB's Aaron Werner Profiled for Open Heart Magic
As part of Voluteer Awareness Month, HMB attorney Aaron Werner is profiled for his work with the non-profit organization Open Heart Magic.
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January 10, 2012
Twelve HMB Attorneys Named as 2012 Super Lawyers
HMB attorneys across multiple practice areas are included in the prestigious list representing less than five percent of lawyers in the state...
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December 27, 2011
Alvin H. Baum Family Fund Gives $1M to the University of Illinois at Urbana-Champaign
The Alvin H. Baum Family Fund, headed by HMB's Joel Friedman, gives $1M to the University of Illinois at Urbana-Champaign to endow the Baum Professor in Environmental Change and Sustainability.
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December 14, 2011
Client Alert: Recent Decision Regarding Enforceability of Restrictive Covenants
On December 1, 2011, the Illinois Supreme Court decided the case, Reliable Fire Equipment Company v. Arnold Arredondo, regarding the enforceability in Illinois of restrictive covenants, such as agreements not to compete and not to solicit customers, accounts or employees...
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December 13, 2011
Business Tax Bill and Personal Tax Bill Passed By the Illinois House
Yesterday, the Illinois House approved two tax bills: Amendment #6 Senate Bill 397 (“SB 397”) and Amendment #2 to Senate Bill 400 (“SB 400”)...
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December 13, 2011
NYU Institute on State and Local Taxation Presentation
Featuring HMB's Fred Marcus presenting "What's Happening Today"
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December 10, 2011
ACTEC Big Ten Regional Meeting
Lauren Wolven to present at the ACTEC Big Ten Regional Meeting in Chicago, IL
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December 9, 2011
Indiana Tax Institute Conference
Featuring HMB's David Hughes presenting "Multistate Tax Update"
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December 7, 2011
Chicago Bar Association Presentation by Erik Kantz
Sean Auton to introduce speaker Erik Kantz
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December 5, 2011
Sales & Use Tax Planning Conference sponsored by Interstate Tax Corporation
HMB SALT Group's Breen Schiller and Jennifer Zimmerman will present at the Sales & Use Tax Planning Conference
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November 30, 2011
COST Mid-West Regional State Tax Seminar sponsored by Horwood Marcus & Berk
Presenting an update on significant state tax issues for the Mid-West States
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November 18, 2011
IICLE "Premarital Agreements: Drafting & Analysis for Family Law and Estate Planning" Presentation
Lauren Wolven to present "Anatomy of Estate Planning Documents: Prenuptial Agreements" at an IICLE Presentation on November 18, 2011
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November 16, 2011
Interstate Tax Conference
Presentations by HMB's Fred Marcus, Jordan Goodman, David Hughes, and Jennifer Zimmerman
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November 16, 2011
HMB's Jeffrey H. Bunn Appointed Subcommittee Chair for the Chicago Bar Association Commercial Litigation Committee
New subcommittee charged with monitoring the status of the Illinois Convenants Not To Compete Act (HB 0016).
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November 16, 2011
McGladrey's Tax Conference
Lauren Wolven will present "Buy/Sell Agreement Planning for the Closely-Held Business Owner" at McGladrey's Tax Conference on November 16, 2011
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November 15, 2011
Chicago Bar Association Presentation
"Ethics for the Corporate Attorney"
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November 10, 2011
Third Annual Northeast State & Local Tax Forum
Jordan Goodman will present at the Third Annual Northeast State & Local Tax Forum
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November 10, 2011
Dallas State Tax Luncheon
Marilyn Wethekam will participate in the Dallas State Tax Luncheon on November 10
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November 10, 2011
ALI-ABA "Drafting Buy-Sell Agreements" Seminar
Lauren Wolven will present for the ALI-ABA "Drafting Buy-Sell Agreements" Seminar
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November 9, 2011
MACPA Tax Conference
Jordan Goodman will present at the MACPA Tax Conference in Detroit
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November 9, 2011
Sikich Accounting Firm's Annual Tax Conference
Breen Schiller will present a State & Local Tax update at Sikich Accounting Firm's Annual Tax Conference
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November 6, 2011
2011 IPT Income Tax Symposium
HMB SALT Group's Marilyn Wethekam will present "Issues with Combined Reporting" at the 2011 IPT Income Tax Symposium
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November 3, 2011
2011 SALT Webinar: State Tax Planning - It's All About Apportionment
This webinar will provide the latest information on important changes to state and local tax (SALT) laws affecting businesses with multi-state operations.
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November 3, 2011
START-UP Presentation
Marilyn Wethekam will present "Cost of Performance for Utilities" at START-UP
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November 2, 2011
CPAmerica Annual Tax Conference
HMB's Jordan Goodman will present at CPAmerica's Annual Tax Conference in Scottsdale, AZ
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November 2, 2011
Chicago Bar Association Business Law Committee Meeting
Topic: Managing Cyber Risk
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October 26, 2011
The Chicago Tax Club's 58th Annual Fall Seminar
HMB's Jordan Goodman, Jennifer Zimmerman, and Breen Schiller will present at the Chicago Tax Club's 58th Annual Fall Seminar
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October 25, 2011
Paul J. Hartman State & Local Tax Forum
HMB's Jordan Goodman and Marilyn Wethekam present at the 18th Annual Paul J. Hartman State & Local Tax Forum
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October 18, 2011
COST's 42nd Annual Meeting
HMB's Jordan Goodman and Marilyn Wethekam to present at COST's 42nd Annual Meeting in New Orleans
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October 10, 2011
IMCA 2011 Advanced Wealth Management Conference
HMB's Lauren Wolven to speak at IMCA 2011 Advanced Wealth Management Conference
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September 25, 2011
IPT Sales Tax Symposium
HMB's Jordan Goodman presents at IPT's Sales Tax Symposium in Orlando, FL
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September 22, 2011
Richard M. Horwood Receives Austin Fleming Distinguished Service Award
The Chicago Estate Planning Council (CEPC) awards Richard M. Horwood with the Austin Fleming Distinguished Service Award.
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September 20, 2011
All That's New in Illinois: 12th Annual Taxpayers' Federation of Illinois State and Local Tax Conference
Given by Fred Marcus on September 20, 2011
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September 13, 2011
HMB Adds Four New Partners
Horwood Marcus & Berk adds four corporate partners, significantly expands services in banking, finance.
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July 15, 2011
Horwood and Zaluda Named Among Chicago’s Best Trusts and Estates Attorneys
Richard Horwood and Jeffrey Zaluda have been listed in the Trusts and Estates section of 2011 editions of The Best Lawyers in America and Chicago’s Best Lawyers.
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May 14, 2011
Megan Mathias Receives Women of Achievement Awards
Megan M. Mathias, a Commercial Litigator at Horwood Marcus & Berk where she leads litigation matters for the business and tax litigation practice, has received two prestigious awards from the Women in Management (WIM) Association.
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March 15, 2011
Hechtman and Mathias Article on Identifying and Protecting Confidential Information featured in Contract Packaging Magazine
Jeffrey Hechtman and Megan Mathias, attorneys with Horwood Marcus & Berk in Chicago, have recently published the first of a series of three articles, about identifying and protecting confidential information, in the April issue of Contract Packaging Magazine.
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