Resources | Events

2/25/20 Chicago, IL David A. Hughes moderated "Staying Close to Home: An Update on Recent Illinois, Chicago and Cook County Developments". 2019 was a busy year at both the state and local level in Illinois. During this session, the presenters will review several pieces of significant new legislation including new rules for sales and use tax collection by remote sellers…

Waldorf Astoria Las Vegas, NV 2/26/20 Jordan presents "Top 30 Issues/Cases in 2020". In this session, Jordan will discuss the major issues that will be evolving in the coming year. 2/27/20 Breen presents "Can a Business Avoid Class Action and Tax False Claims Act Cases?: A View from the Trenches" with other industry professionals. Breen will discuss the state of…

2/25/2020 Hyatt Regency Houston Houston, TX Jordan and Marilyn will discuss recent SALT developments and trends at the TEI-Houston Tax School Session. Attendees will learn about topics including: U.S. Supreme Court Jurisdictions to Tax Combined Reporting Tax Base Issues Apportionment Issues Procedural Traps Click here for a copy of the presentation. Contact Jordan and Marilyn here.…

3/5/20 Miami, FL Rick Rein, with a panel of experts comprised of professionals both foreign and domestic, will discuss new developments in statutory and case-law that impacts US receivers as they deal with actions and assets abroad. The session will focus on important new developments in the field around the world including topics concerning Brexit, China and more. Other challenges…

2/21/2020 Chicago, IL David will give a practical overview of the cannabis and hemp market, litigation and regulatory issues, the application process, banking and finance challenges, implications for employers and more. Other topics covered at the seminar include: Steams of Commerce Federal Law, Enforcement and Implications Hemp and CBD Illinois: Medical to Adult Use and Hemp Challenges - Banking, Insurance,…

2/6/2020 Deerfield Public Library Deerfield, IL David Ruskin, with a panel of experts, will discuss what you need to know about legalized cannabis in Illinois. The panel will address topics such as purchasing and using cannabis lawfully, the types of products available, safe use, potential therapeutic benefits and more. The program is geared toward older adults but is open to…

1/31/20 Disney's Grand Floridian Resort & Spa Lake Buena Vista, FL Jordan Goodman will explore "classic" ongoing multistate tax issues at the 2020 National Multistate Tax Symposium. Attendees will learn how their business may cope and prepare to defend state audits or assessments arising from this mixed bag of multistate tax issues. Topics covered in this session include: Tax issues…

1/30/20 Disney's Grand Floridian Orlando, FL Marilyn Wethekam, with a panel of experts, will discuss the various state and local tax responses to Wayfair including the role of Congress and the Streamlined Sales Tax Governing Board. The panel will address the day to day considerations for related tax compliance as well as emerging issues over record-keeping and audit exposure. Click here…

1/16/20 David presented "Unusual and Challenging SALT Issues Faced by Taxpayers" at the Illinois CPA Society's Annual SALT Conference. Founded in 1903, the Illinois CPA Society is one of the largest state CPA societies in the nation with more than 23,200 members. It provides convenient and customized education, timely and relevant information, influential advocacy, and countless opportunities to make powerful…

Before we ring in the new year, HMB is celebrating some of our favorite moments of 2019, in our first Week of Holiday Cheer. Over the next week, we'll remember a few moments and accomplishments that we are most proud of. You can follow our Week of Holiday Cheer on LinkedIn, Facebook and Twitter. Celebrating 2019 and the HMB Family It’s…

12/06/19 Clayton State University Morrow, Georgia Jordan will answer the question: Are all businesses subject to all taxes in all states after Wayfair? This presentation at Clayton State University will review the various jurisdictional standards and what is left to protect businesses in 2020 and beyond.…

12/16/19-12/17/19 New York City, NY Jordan will advise practitioners and in-house employees on what they can ethically do with respect to SALT work at the NYU School of Professional Studies. Jordan will discuss tax returns to negotiation or settlement, and everything else in between. Click here to register for the event. Click here to request a copy of the presentation…

1/16/20 Chicago, IL David joins a panel of experts to discuss important issues related to Cannabis Law and how it impacts the Jewish Community at the Chicago Loop Synagogue. Attendees will learn more about: The impact of marijuana legalization How it will work within the context of the state What Rabbinic authorities have to say on the issue How it…

1/27/20 Atlanta, GA In this presentation at the COST 2020 SALT Basics School, Breen will give an overview of major state taxes and state revenue programs. Attendees will walk away with a greater knowledge of: Income/franchise tax Sales/use tax Property and employment tax Credits, incentives and unclaimed property Jurisdiction and nexus Click here to register for the event.…

1/28/20 Columbus, OH In this highly interactive presentation at the Manufacturer's Education Council, Breen will discuss how tax professionals should act in an era of changing standards on professional behavior and how new governmental professional standards affect private practitioners, in-house professionals and government employees working in the tax field. Changes to IRS Circular 230 Federal whistleblower and false claims rules…

From Houston to Memphis and Minneapolis to Chicago, HMB's SALT Group gave insightful tax presentations throughout the year as a part of the 2019 Brewery Series. Hosted in breweries instead of boardrooms, the 2019 series was a refreshing way for businesses to stay in the know about state and local tax. Pictured above: (L-R) Breen Schiller, Chris Lutz and David…

11/7/19 Stephens Convention Center Rosemont, IL While there has been much discussion about a possible graduated income tax in Illinois, the General Assembly has also been busy on the sales and use tax side. From new rules for marketplace sellers and facilitators to sales sourcing for remote vendors to an expanded manufacturing exemption, the General Assembly recently passed several significant…

11/11/19 Austin, TX In "Post-Wayfair World - Now What?", Jordan Goodman will discuss how remote sellers were affected by the USSC overruling of Quill in June 2018.  This presentation will try to clarify when a business is subject to any of a state's taxes. In "Sea to Shining Sea - What is Happening in the SALT World", Jordan will highlight…

11/07/19 Suburban Collection Showplace Novi, MI In this presentation for MICPA, Jordan Goodman will cover the recent happenings in state and local tax with a focus on the Midwest states. It will highlight the GOOD things that happened for Taxpayers both judicially and legislatively and will inform attendees on the BAD issues that they and their clients should try to…

11/20/19 Penn State Great Valley Malvern, PA Marilyn Wethekam and Chris Lutz will discuss P.L. 860272 in a post-Wayfair world at the 2019 TEI Philadelphia SALT Seminar. Register for the event here.…

10/20/19-10/22/19 Grand Hyatt Atlanta in Buckhead Atlanta, GA While the US Supreme Court’s decision in Wayfair has dominated recent headlines, there is a lot more happening in the SALT world that you and your clients need to know about.  In this session for AGN International, David and Jordan will explore current SALT developments and trends with an emphasis on recent…

10/31/19 Chicago, IL Ken Goldstein, Jim Plucinsky and Joe Tamburello present an in-depth discussion of the tax considerations for small businesses.  Attendees will learn detailed information regarding tax compliance requirements based upon the choice of entity as well as tax planning and savings strategies for single-member LLCs, multi-member LLCs, partnerships, S corporations and C Corporations. The CBF Justice Entrepreneurs Project…

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…