Resources | Events

On 9/17/19 Aaron Hammer and Rick Rein presented "Hot Topics in Cross Border Restructurings" at the Offices of Gowling WLG LLOP in Toronto, Canada. Aaron and Rick discussed the role of chief restructuring officers and other turnaround professionals in Canadian restructuring, flash points in today's cross border insolvencies, and the cannabis space. This program was intended for lenders, turnaround professionals…

10/29/19 Loews Vanderbilt Hotel Nashville, TN Breen Schiller discusses how for any business, the scariest tax is the one it doesn’t know about, and with counties, cities, and other local governments looking for new sources of revenue, there are more land mines out there than ever. This panel will discuss some of the more far-reaching but under-reported local taxes that…

11/07/19 Chicago, IL Breen Schiller discusses how more states are adopting mandatory unitary combined reporting into their corporate tax regimes including New Jersey, Kentucky and New Mexico.  Taxpayers need to be proactive and familiarize themselves with certain challenges and changes that arise in combined reporting regimes.  This presentation will provide an overview of the new combined reporting regimes as well…

10/23/19 Chicago, IL David A. Hughes will present "Unclaimed Property Enforcement in Illinois and Multistate Audits" with BDO. Two reporting cycles have passed since Illinois adopted its unclaimed property law changes, including elimination of the Illinois business-to-business exemption for vendor payments and customer credits. This webinar will focus on Illinois efforts to enforce its new unclaimed property regime, including a…

11/8/19 California Tax Policy Conference Hyatt Regency Mission Bay San Diego, California Fred Marcus presents "That's Just Sales and Use Tax Creeping Up On You: When Unexpected Tax Arises for Responsible Persons and Successes" at the annual California Tax Policy Conference in November. The presentation will seek to assist uncertain business owners and officers who are concerned about sales and…

09/18/19 Chicago, IL While Americans remain the most generous and philanthropic people in the world, the landscape for giving is changing at an accelerated rate. Jeff Zaluda discusses how Millennial and generational subgroups have dramatically impacted the manner in which philanthropy is carried out. He will examine some of the reasons behind the changing landscape and ways in which donors…

10/23/19 Washington, DC The Council on State Taxation 50th Annual Meeting will provide updates on important SALT topics for professionals at all levels. Marilyn Wethekam will present on what it means to have direct and indirect ownership. This session will discuss the concepts of ownership, possession and constructive receipt from income and sales tax perspectives. If you would like to…

09/23/19 Orlando, FL Breen Schiller, Marilyn Wethekam, Jordan Goodman, Chris Lutz and David Machemer present various topics at the IPT Sales Tax Symposium. Breen serves as Vice Chair of the symposium. If you would like to attend or have questions about a presentation, click here to contact Breen, Marilyn, Jordan, Chris and David. Marilyn Wethekam presents "Mergers & Acquisitions -…

10/14/19 Chicago, IL The Seventh Circuit Consumer Bankruptcy Conference will present an overview of savings in chapter 13, coverage counsel at § 341 meetings and navigating bankruptcy appeals. There will also be a Seventh Circuit case law update as well as a look at recommendations made in the Final Report of the ABI Commission on Consumer Bankruptcy. Nathan is a…

10/03/19 New York City, New York David Ruskin presents "Alternative Dispute Resolution" at the Cannabis Law Institute. The key curriculum of the third annual institute is "All Things CannaBusiness" and seeks to focus on learning every aspect of cannabis legal representation. David will discuss how one of the most important instruments in the attorney's doctrinal toolbox is Alternative Dispute Resolution…

9/17/19 Offices of Gowling WLG LLP Toronto, Canada Aaron Hammer and Rick Rein present "Hot Topics in Cross Border Restructurings" at the Offices of Gowling WLG LLP on September 17th. The discussion will include: The Role of Chief Restructuring Officers and Other Turnaround Professionals in Canadian Restructuring • Would Canadian restructurings benefit from an increased use of CROs, similar to…

10/24/19 JW Marriott Washington, DC Fred and Marilyn will co-present with fellow Paul Frankel Award recipients at COST's 50th annual meeting. Over his long career, Paul Frankel, the "Godfather of COST", spearheaded a number of issues that evolved over the years. In this session, presenters will discuss those issues, their evolution and Paul's impact on them. If you want to…

12/17/19 Grand Hyatt New York on 42nd Street New York City, NY New York University's 37th Institute on State and Local Taxation Fred Marcus will present "Today in Taxes" at New York University's 37th Institute on State and Local Taxation on December 17th, 2019. The most important SALT developments will be discussed throughout the event by a team of industry…

11/15/19 Tax Strategies 2019 Hotel Allegro Chicago, IL David Hughes will present "State and Local Tax Issues in Corporate M&A Transactions" for Practising Law Institute at Tax Strategies 2019 on November 15th, 2019. The presentation will address state and local tax issues that arise in corporate transactions with a particular emphasis on Section 338(h)(10) sales and tax-free reorganizations and spin-offs.…

9/11/19 2019 North East State Tax Officers Association Annual Meeting Roger Williams Park Providence, Rhode Island Marilyn Wethekam will discuss important state tax policy issues including final IRS regulations on federal charitable contributions and state law enactment of state tax credit for these federal deductions, “qui tam” cases involving taxation pros and cons and a recap of Taxpayer Advocates in…

8/7/19 The Multistate Tax Commission 52nd Annual Meeting The Grove Hotel Boise, Idaho A panel discussion addressing the challenges faced by both state and local taxing authorities to modernize their tax structures to address the changing landscape of digital products and other business models. The discussion is from the view of both tax administrators and tax practitioners.…

7/31/19 COST Southwest/West Regional State Tax Seminar Sponsored by HMB Legal Counsel Sam's Club Home Office Bentonville, Arkansas Presenting an update on significant state tax issues for the Southwest/West States: Arkansas, Colorado, Kansas, Louisiana, Montana, Nebraska, New Mexico, North Dakota, Oklahoma, South Dakota, Texas and Wyoming. Federal Tax Reform – State Tax Conformity Or Not? With Marilyn Wethekam State Taxation…

2019 State and Local Tax Workshop for Technology Companies Foster City, California Beware of the Locals—They Might Take You by Surprise With Jordan Goodman San Francisco, Mountain View, Portland, Seattle—what are these cities thinking? Each has aggressively targeted businesses (and, in many situations, exclusively tech businesses) for new revenue. This panel will provide an overview of several of these new…

6/27/19 Saddle & Cycle Club Chicago, IL David Hughes presents "Indirect and Operational Tax" at the Chicago Tax Club's Summer Seminar on June 27th. The presentation reviews recent state cases that defy logic and would cause any tax professional to think twice about whether the positions they take are on solid ground. Click here to learn more about the seminar.…

This 2-part 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 an out-of-state business and what taxpayers can do to protect themselves. We will also cover the latest in…

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…

The necessary details of charitable agreements are often overlooked by the parties, potentially resulting in serious legal ramifications. Incorporating charitable giving in an estate plan involves careful consideration to specific rights, conditions, restrictions and other vital provisions within a charitable gift to ensure the donor's intent and the benefits allowed for estate planning purposes. Charitable gift agreements must outline the…

5/15/19 Georgetown University Law Center Washington, DC Breen and Chris will discuss income tax and cryptocurrency at the 42nd Annual Advanced State and Local Tax Institute. Georgetown Law will host the event, and offers two full days of SALT sessions for attendees. If you have questions about the presentation, click here to contact Breen and Chris.…

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…

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.…