Resources | Events

9/20/18 - 3:50pm-4:50pm TFI 19th Annual Illinois State & Local Tax Conference The Meridian Conference Center Rolling Meadows, Illinois 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 best audit and litigation practices for records retention,…

10/1/18 IPT - 2018 Sales Tax Symposium Renaissance Indian Wells Resort Indiana Wells, California 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 attendee will: Understand the effects of Wayfair on…

9/18/18 - 9/20/18 2018 MINDBODY BOLD Conference Hilton San Diego Bayfront San Diego, California 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 industries to share what works in growing a…

The use of cryptocurrencies are becoming more prevalent throughout the world. During the early days of Bitcoin there was a relative absence of regulation or control by governments since there is no central issuing authority. Given the increasing use of cryptocurrencies, as well as the increased hacking of these currencies and bankruptcies of cryptocurrency firms, bankruptcy courts will likely have…

10/17/18 - 10/19/18 25th Annual Paul J. Hartman State and Local Tax Forum Loews Vanderbilt Hotel Nashville, Tennessee Click here for more information and to register 10/19/18 8:45am-9:45am Pomp vs. Goodman Jordan Goodman Catch up on the latest issues in state and local tax and get your daily dose of laughs as longtime bantamweight champion Professor Richard Pomp battles Jordan…

8/21/18 12:00PM - 1:00PM CDT On-Line Newscast 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 even if it is not physically present in a state. This…

8/7/18 - 8/8/18 Momentum Advanced Planning: Family Office Symposium Ritz-Carlton Philadelphia Philadelphia, Pennsylvania Click here for more info and to register. This symposium will provide the opportunity to explore what it takes to succeed in the family office space with fantastic guest speakers who are eager to share their expertise by discussing the myriad of challenges they've helped affluent families…

7/23/18 - 2pm-3:30pm EST HMB and BDO USA Complimentary Webinar 1.5 CPE Credits in Tax 1.5 CLE Credits in Tax (Illinois Residents) Click here for more info and to register. Jordan Goodman teams up with BDO USA's SALT practice to offer a webinar discussing recent changes to Illinois unclaimed property law. With tax reform and Wayfair in the mainstream, new…

David A. Hughes and Jordan Goodman will lead this discussion on the new nexus standards around the country and the impact the Wayfair decision has not only on use tax collection but other state taxes as well.…

9/30/18 - 10/3/18 2018 IPT Sales Tax Symposium Renaissance Indian Wells Resort Indian Wells, California IPT's Sales Tax Symposium is your opportunity to take a deep dive into the topics that are top of mind for sales and use tax professionals, delivered by professionals who will provide you with best practices, alternate strategies and ways to demonstrate the value of…

8/8/18 2018 Southwest/West Regional State Tax Seminar Occidental Petroleum Corporation offices Tulsa, Oklahoma Partnership Audit Regulations: The Great Unknown Jordan Goodman The federal government has completely changed the way it is going to audit partnerships, beginning with the partnership itself. These new rules will have profound impact at the state level. This discussion will look at the potential issues and…

7/13/18 1:00pm-2:40pm EST Lorman Education Services Webinar Click here for more info and to register. Determining eligibility for sales tax exemptions and navigating the application process can prove to be difficult for taxpayers who do business in multiple states and jurisdictions. This live webinar will help attendees understand the difference between an item that is excluded from sales tax versus…

6/28/18 Saddle & Cycle Club Chicago, Illinois Click here for more info and to register.   Outrageous Cases 8:00 AM to 9:15 AM A review of recent state indirect and operational tax cases that defy logic, or at least that defy logic more than usual. Whether it is cases upholding tax on streaming services, free meals or bobbleheads (yes, even…

06/20/18 - 6/22/18 Basics of Sales and Use Tax Live Course 2018 Knickerbocker Hotel Chicago, Illinois 23 CPE Credits Offered Click here for more info and to register. Move from handling sales tax with nerve wracking, frustrating guesswork to shining as a go-to expert in your department. Basics of Sales and Use Tax is an interactive live training course designed…

5/14/18 2018 Startup Showcase (District 214) Forest View Educational Center Arlington Heights, Illinois Josh Haberkorn participated as a judge in High School District 214's Startup Showcase, which gives students from six high schools the opportunity to pitch their business ventures following a year's worth of critical thinking, collaboration and innovation in the District's entrepreneurship program.…

Brian Axelrad and his team from Beyond Capital Fund participated in a discussion focused on innovation in East Africa hosted by the Global Innovation Exchange. Other participants were from Kenya Climate Innovation Center, Unreasonable East Africa, NetBizImpact, Innovations in Healthcare, VentureLift Africa, Moringa School and ANDE East Africa.…

One significant area of confusion for both sellers and purchasers is making sure the tax is collected and remitted to the correct taxing jurisdiction. This session will cover the similarities and differences on how the states situs a sale (including subsequent uses) for sales and use tax purposes.…

5/22/18 1:00 - 2:30 PM CST 1.5 hours of IL CLE credit offered 1.5 hours of CPE credit in the field of tax offered Click here for more information and to register With a multi-billion dollar pension crisis on hand, Illinois seeks to use unclaimed property to be a funder to pension obligations. Accordingly, IL has stepped out as one…

04/30 - 05/01/18 Association of Consumer Vehicle Lessors (ACVL) Dallas/Plano Marriott at Legacy Town Center Plano, Texas David Hughes will be discussing some of the unique gross receipts tax issues faced by consumer vehicle lessors at the Association of Consumer Vehicle Lessors (ACVL) in Plano, Texas.…

4/14/18 Emerging Markets Summit Chicago Booth School of Business Brian Axelrad participated in a panel at the "Emerging Markets Summit" at the Chicago Booth School of Business. This discussion focused on "The Role of Social Impact in Africa's Development" where attendees learned about the investing landscape and the future of social impact programs in Africa. The panel consisted of: Brian…

5/1/18 Tax Executives Institute, Inc. -  Rochester Chapter Double Tree by Hilton Hotel Rochester Rochester, New York Click here for more info and to register Jordan Goodman will discuss qui tam lawsuits, class action lawsuits and how your organization may be at risk.…

4/25/18 Tax Executives Institute, Inc. Dallas/Fort Worth Tax School Cityplace Conference Center Dallas, Texas Jordan Goodman will discuss how to identify major developments in today's state and local tax world and spot trends to anticipate potential problems and find potential solutions as well as recognize positions that taxpayers and states are currently taking and issues affecting positions multi-state taxpayers may…

4/25/18 Dallas and Fort Worth Chapter of Tax Executives Institute Dallas, Texas Click here for more info about TEI Jordan Goodman will discuss current State and Local Tax developments and polices. Click here to request a copy of this presentation.…

4/16/18 Good Food Accelerator Chicago, Illinois Jeffrey Hechtman and Aaron Werner presented "Exit Strategies for Privately Held Businesses" at the Good Food Accelerator on April 16, 2018. The presentation covered various topics that business owners should consider prior to marketing and selling their business, in addition to various strategies and approaches to structuring a sale transaction that is beneficial to…

2/8/18 The 2018 National Multistate Tax Symposium Disney's Grand Floridian Resort & Spa Orlando, Florida Presented by The National Multistate Tax Symposium This session will address how businesses may tactically position and manage their daily corporate operations in preparation for imminent state income tax audits and controversies to help avoid unnecessary costs, disruptions, and expensive litigation, as well as increase…