Resources | Events

6/13/18 - 6/16/18 The 2018 MEGA CPE Conference Disney's Contemporary Resort Orlando, Florida Presented by Florida Institute of CPAs This presentation will get the audience up to date on recent state and local tax cases and statutory changes that will affect their client's business. The discussion will cover such topics as when a state can impose its taxing jurisdiction on…

6/24/18 - 6/27/18 2018 IPT Annual Conference JW Marriott Parq Vancover Hotel Vancouver, British Columbia, Canada Presented by Institute for Professionals in Taxation Your company's (or client's) goals change all the time. Last year, the focus was on the ETR.  This year, its free cash flow.  Next year, above-the-line savings. Then the focus shifts to headcount. Then to risk management. In this session, we…

4/24/18 TEI 4th Annual Spring Seminar Scott Conference Center Omaha, Nebraska Presented by The Tax Executives Institute (Nebraska Chapter) Click here for more info and to register. Fundamentals of State Taxation is a full day seminar designed to provide basic state and local tax knowledge for tax professionals. This seminar covers a wide variety of state and local tax topics…

2018 UPPO Annual Conference - Tampa Marriott Waterside, Tampa, FL - 3/5/18 HMBs Jordan Goodman will present at the 2018 UPPO Annual Conference on 3/5/18. He will discuss state-specific reporting exemptions, including business-to-business (B2B) transactions and allowable deductions.…

HMB's Jordan Goodman presented at the 2018 COST Sales Tax Conference & Audit Session held in New Orleans, LA from 2/26/18 - 3/1/18. He discussed taking a closer look at qui tam "whistleblower" and class action lawsuits and how your organization may be at risk.…

3/19/18 2:00-2:50 PM The Insider's Guide to New Tax Dispute Resolution Forums David Hughes Many states recently revamped their tax dispute forum systems, often for the better. This panel will compare and contrast the systems of three states: Illinois, Georgia and the new California Office of Tax Appeals. Click here to request a copy of this presentation. 3/20/18 11:00-11:50 AM…

3/19/18 - 3/21/18 2018 ABA/IPT Advanced State Income, Sales/Use & Property Tax Seminar The Ritz Carlton New Orleans, LA Click here for more info and to register The Insider's Guide to New Tax Dispute Resolution Forums - 3/19/18 Many states have recently revamped their tax dispute forum systems, often for the better. This panel will compare and contrast the system…

Click here for more information 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. Join David and Sam on a live webinar hosted by Lorman Education Services. Attendees will be able to: Define an 'exclusion' versus an 'exemption' for sales tax purposes Explain…

1/17/18 8:15 AM - 4:20 PM CST IL CPA Society 550 W. Jackson Blvd., Suite 900 Chicago, IL Click here for more info and to register. Apportionment rules are constantly changing.  From one factor to three factor formulas.  From sourcing based on location of service to sourcing based on location of customer. Review the current state of apportionment rules with…

Grand Hyatt New York New York, NY 12/4/17 - 12/5/17 Get ready for a jam-packed show! It's hard to cover the ever changing state and local tax landscape, but an 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…

12/4/17 - 12/5/17 Grand Hyatt New York New York, NY The panel tests the audience to determine who possesses the best working knowledge of the ethical rules (or are just good guessers). Taking the form of a game show, this ethics test examines everyday occurrences in the state tax world and applies the different ethical standards. The session covers the…

11/29/17 Penn State Great Valley Malvern, PA Click here for more info and to register Jordan will discuss the erosion of the traditional tax base and the creation of new, different and more fun taxes being imposed by the states and local governments. He will examine the types of revenue generation being utilized and some of the new and non-traditional…

11/2/17 Donald E. Stephens Convention Center Rosemont, IL Click here for more info and to register  Cities, counties and other local municipalities in search of additional revenue are aggressively imposing taxes in ways not typically seen. Many of these jurisdictions have outdated and imprecise laws and regulations, little or no guidance and often no administrative hearing process, forcing taxpayers into…

Dassault Systemes Franklin Room 175 Wyman Street Waltham, MA 02451 8:00-10:00 AM EST Click here to register Because international commerce and cross-border financing has become commonplace, US companies have been forced to face the realities that they will have to resort to legal procedures to collect debts owed by foreign business partners. However, trying to pursue an offshore enterprise presents…

10/25/17 The Palmer House Hilton Chicago, IL When it comes to building an internal incentives team, there are many departments within an organization that have input into the decision process.  In this session, speakers will discuss proven methods and strategies on how to build an internal incentives team.  The topic will include developing the workplan, measurement and reporting incentive outcomes…

10/23/17 Double Tree by Hilton Nashville - Downtown The world of state and local tax is growing increasingly complex for multistate taxpayers. Issues concerning nexus, sourcing, credits, services, flow-throughs, combined reporting, exemptions and the tax base present new challenges every day. This session will explore current developments in state and local tax, including a deep dive into local taxes and…

11/6/17 - 11/8/17 Loews Vanderbilt Hotel Nashville, TN Click here for more info and to register. Jordan Goodman Pomp vs. Goodman Be informed and entertained as perennial champion Professor Richard Pomp takes on the underdog Jordan M. Goodman in a title match for the championship of SALT Nerdom. The never ending battle of good versus evil will feature discussions of…

9/26/17 8:00 AM - 4:50 PM Meridian Conference Center 1701 W. Algonquin Road Rolling Meadows, Illinois 6 MCLE/CPE Credits Click here for more info and to register. This year's conference will focus on technical tax and policy developments in Illinois, plus provide updates to changes occurring in other states. The speakers for the State and Local Tax Conference are some…

9/17/17 - 9/20/17 La Cantera Hill Country Resort 16641 La Cantera Pkwy, San Antonio, TX 9/18/17 - 8:30-10:00 AM Jordan Goodman The Year in Review A review of trends that have emerged in the last 12 months including a discussion of recent court decisions and pending cases and their impact. Click here to request a copy of this presentation. 9/18/17…

Aaron D. Werner will present "Smart Growth Solutions: Structuring, Growing and Selling Your Business" at the 2017 MINDBODY Software Conference in San Diego, California on 9/29/17. MindBody, Inc. is the leader in business management software making marketing and management easy for business owners. This session is for business owners who want to grow from a few locations to a national…

8/22/17 Global Corporate Tax Staff Meeting - Medtronic Corporate Tax Le 1k/Rome/Paris/Athens/Sydney 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, filing strategies, and electronic records; and focus…

8/8/17 1:00 - 2:30 PM CST 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…

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…

Local taxing jurisdictions - from big cities to small municipalities to counties - are becoming noticeably more aggressive in their efforts to raise revenue.  These efforts can take the form of new taxes, questionable interpretations of existing taxes, or aggressive audit positions.  Taxpayers need to be aware of the limits imposed on local taxing jurisdictions in order to defend themselves…

8/7/17 8:00 AM - 3:55 PM Click here for more info and to register. CPE Hours:  8 based on actual attendance. MCLE Hours: 6.5 based on actual attendance. Join Jordan from the comfort of your office as he discusses: Recent SALT decisions affecting taxpayers today Practical applications and how to best approach each state Colorado reporting provisions Various state approaches for…