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Fred Marcus Presents “Today in Taxes” at New York University’s 37th Institute on State and Local Taxation – 12/17/1908/16/2019

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…

David A. Hughes Presents “State and Local Tax Issues in Corporate M&A Transactions” at Tax Strategies 2019 – 11/15/1908/16/2019

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.…

Marilyn Wethekam Presents “State Tax Policy Issues” at the 2019 North East State Tax Officers Association Annual Meeting – 9/11/1908/13/2019

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…

Marilyn Wethekam Presents “Modernizing State and Local Tax Bases” at the Multistate Tax Commission 52nd Annual Meeting – 8/7/1907/28/2019

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.…

Marilyn Wethekam, David Machemer and Breen Schiller Present at COST Southwest/West Regional State Tax Seminar – 7/31/1907/28/2019

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…

Jordan Goodman and Chris Lutz Present at the 2019 State and Local Tax Workshop for Technology Companies07/23/2019

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…

David Hughes Presents “Indirect and Operational Tax” at the Chicago Tax Club Summer Seminar – 6/27/1906/27/2019

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.…

Jordan Goodman Presents ‘Multi-State Tax Update’06/13/2019

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…

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 – 5/14/1905/20/2019

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…

John Wiktor Presents “Charitable Gift Agreements: Restrictions, Naming Rights, Enforcement and Ensuring Deductibility of Contributions”05/17/2019

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…

Breen Schiller and Chris Lutz present “Income Tax: A National Overview” and “Cryptocurrency and Taxation of the New Economy” – 5/15/1905/15/2019

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.…

Chris Lutz and Breen Schiller Present at The 42nd Advanced State and Local Tax Institute – May 15-16, 201905/15/2019

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…

Marilyn Wethkam Presents “State Impact of IRC section 163 (j)” at State Tax Round Up for Utilities and Power – 5/14/1905/14/2019

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.…

David Hughes Presents “Multi-State Taxation” at the 60th Annual TEI Upstate New York Tax Conference – 5/7/1905/07/2019

5/7/19 Salvatore’s Italian Garden Buffalo, NY David Hughes presents "Multi-State Taxation" at the 60th Annual TEI Upstate New York Tax Conference. The all-day event hosts speakers from across the United States who will discuss tax and tax-related topics. Click here to learn more about the conference. Click here to contact David with questions.…

David Hughes Presents at Sales Tax Institute’s Advanced Sales and Use Tax Advanced Workshop – 5/1/1905/01/2019

5/1/19 Chicago, IL David Hughes is a faculty member for Sales Tax Institute's Advanced Sales and Use Tax Advanced Workshop. David discusses taxation services, the construction industry and gross receipts taxes. Click here to learn more about Advanced Sales Use Tax Workshops. Click here to contact David with questions.…

Complimentary Webinar: David Hughes Presents “Illinois Unclaimed Property Compliance & Enforcement Update: Part I” With BDO and the Illinois Chamber Of Commerce04/30/2019

With a multi-billion dollar budget and pension crisis on hand, Illinois is desperately seeking new sources of revenue, including new and potentially radical unclaimed property laws. These new rules create a "taxing effect" on holders who in many cases did not have unclaimed property reportable to the state under the previous law. Many holders now have reporting obligations as a…

David Ruskin Presents “Counseling Clients in the Cannabis Industry”04/12/2019

This year's Business and Commercial Law Journal Symposium will be focused on developments and innovation in the legal landscape. The speakers will be presenting on a wide range of topics from technological developments, and how they impact the practice of law, to diversity and pay inequity in the workplace. David Ruskin will discuss the evolving cannabis industry and how to…

Grant Hendricks Presents “IRAs, Qualified Plans and Life Insurance: Planning for Assets You May Never See”04/08/2019

For many individuals, IRAs, qualified plans and life insurance policies make up a large percentage of their overall net worth. Yet many individuals invest in these assets knowing they may never personally benefit from them during their lifetime. Because of this, much of the value of these assets will pass to other individuals, most often other family members. While simply…

Jordan Goodman and Marilyn Wethekam Present “All States Update” at the Dallas Chapter of Tax Executives Institute – 4/24/1904/07/2019

4/24/19 Dallas chapter of Tax Executives Institute Dallas, TX Jordan Goodman and Marilyn Wethekam will lead a detailed discussion of the key SALT cases.…

Marilyn Wethekam Presents “Top 10 SALT Cases – Traps or Benefits” at Houston Chapter of Tax Executives Institute – 5/8/1904/07/2019

5/6/19 - 5/8/19 Houston Chapter of Tax Executives Institute Hyatt Regency Houston Houston, Texas Marilyn Wethekam will conduct a detailed discussion of the key SALT cases of 2019 and their impact.…

Jordan Goodman Participates in a Mock Trial for the Unclaimed Property Professionals Organization (UPPO)03/26/2019

Jordan Goodman will participate in a mock trial experience using recent unclaimed property cases as the backdrop.…

David Hughes Presents “Market Based Sourcing” at the ABA/IPT Advanced State Income, Sales/Use & Property Tax Seminar – 3/12/1903/12/2019

3/12/19 Ritz-Carlton new Orleans New Orleans, LA David Hughes presents "Market Based Sourcing" at the ABA/IPT Advanced State Income, Sales/Use & Property Tax Seminar in March. The seminar is designed with attorneys, accountants, tax directors state and local tax managers, government tax officials, appraisers, property tax managers, commercial and industrial property managers and others interested in state and local income,…

Jordan Goodman Participated in “The Annual Big Easy Brawl”03/11/2019

Join Professor Richard D. Pomp and Jordan M. Goodman in an in depth point counter-point discussion of trending SALT issues!  Participate in an outstanding session of insightful commentary on observations with two of the country's leaders in SALT. By attending this session, participant will be able to: Identify major developments in today's state and local tax world and spot trends…

Jordan Goodman and Chris Lutz Present “Wayfair Ramifications Outside of Sales and Use Tax”02/18/2019

In Wayfair, the US Supreme Court held that the dormant Commerce Clause requirement of "substantial nexus" no longer mandates a "physical presence" requirement in the context of South Dakota's sales tax nexus law. In reaching this outcome, Wayfair potentially blurs historical distinctions between Due Process and Commerce Clause nexus, leaving businesses to contemplate going forward the extent to which the Commerce…

Jordan Goodman Presents “Today’s Commerce Clause and Tomorrow’s Multistate Tax Controversies” at Deloitte’s 2019 2019 National Multistate Tax Symposium02/06/2019

In Wayfair, the US Supreme Court held that the dormant Commerce Clause requirement of "substantial nexus" no longer mandates a "physical presence" requirement in the context of South Dakota's sales tax nexus law. In reaching this outcome, Wayfair potentially blurs historical distinctions between Due Process and Commerce Clause nexus, leaving businesses to contemplate going forward the extent to which the…

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