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Directed Trusts: Who’s the Boss? Liability in Directed Trusts & Administrative Dilemmas, Chicago Bar Association, 11/7/1711/07/2017

Grant Hendricks and Adam Novak of The Northern Trust Company presented to the CBA on 11/7/2017.  They discussed the Illinois directed trust statue and its underlying complications.…

Directed Trusts: Who’s the Boss? Liability in Directed Trusts & Administrative Dilemmas, Chicago Bar Association, 11/7/1711/07/2017

Grant Hendricks and Adam Novak of The Northern Trust Company presented to the CBA on 11/7/2017.  They discussed the Illinois directed trust statue and its underlying complications.…

Chris Lutz to Present “Taxing Digital Transactions in an Analog World” to the State Bar of CA, Taxation Section – 11/3/1711/03/2017

11/3/17 State Bar of California, Taxation Section's 2017 Annual Meeting of the California Tax Bar and California Tax Policy Conference Click here for more information The Conference features two and a half energy-packed days with an agenda of 32 educational courses and numerous networking opportunities tailored to corporate tax executives, attorneys, CPAs, financial planners, enrolled agents, government tax officials, legislators…

David Hughes Presents “The Local Tax Morass: Compliance & Controversy” at The Chicago Tax Club Annual Fall Seminar – 11/2/1711/02/2017

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 Many of these jurisdictions have outdated and imprecise laws and regulations, little or no guidance and often no administrative hearing process, forcing taxpayers into…

Rick Rein Presents “How to Position Yourself to Recover Claims Outside the US”11/01/2017

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…

David Hughes Presents “Wheel of (Mis) Fortune – C&I Ethical Dilemmas for IPT Members” – 10/25/1710/25/2017

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…

David Hughes Presents “From Local Taxes to Apportionment & Everything in Between: Hot Topics in State & Local Tax” at the AGN 2017 SALT Conference – 10/23/1710/23/2017

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…

HMB SALT Team at 24th Annual Paul J. Hartman State and Local Tax Forum09/29/2017

11/6/17 - 11/8/17 Loews Vanderbilt Hotel Nashville, TN Click here for more info and to register. Marilyn Wethekam Nexus: What's New? Top Ten Issues of the Day The panel will update nexus law since law year's SALT Forum. (60 Min.) Click here to request a copy of this presentation. Jordan Goodman Pomp vs. Goodman Be informed and entertained as perennial…

Fred Marcus in “Ask the Experts” Panel Session at Taxpayers’ Federation for Illinois – Annual State and Local Tax Conference09/26/2017

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…

HMB SALT Team at IPT Sales Tax Symposium09/17/2017

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 Conference09/11/2017

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. Click here to learn more or to register for this event. This session is for business owners…

Jordan Goodman and Marilyn Wethekam Present “Survivor Ethics: How Well Do You Know The Ethical Rules?” for Medtronic Global Corporate Tax Team Meeting08/22/2017

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…

Debate Over Nexus for For Sales/Use Taxes – Are We Headed Towards a New Frontier?08/08/2017

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…

Samantha Breslow and Justin Stone present “Debate Over Nexus For Sales/Use Taxes – Are We Headed Towards a New Frontier?” to AGN International – North America – 8/8/1707/31/2017

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…

David Hughes Presents “Local Taxes: Compliance, Audits and Strategy” at Baker Tilly’s July SALT Summit07/27/2017

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…

Jordan Goodman Presents “From Here to There – A National SALT Update” at the Texas State Taxation Conference Webcast07/24/2017

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…

15th Annual State & Local Tax Summer Camp07/19/2017

Join us for our 15th Annual HMB Summer Camp!  A full-day conference presented exclusively to HMB's valued clients and invited guests.  Discover the latest issues, evaluate important updates and gain valuable insight from our seasoned professionals. Click here to request a PDF of the presentation. Agenda 8:00 - 8:30am - Registration & Continental Breakfast 8:30 - 8:45am - Welcome and…

David Hughes Presents “Jurisdiction to Tax: Constitutional and Federal Constraints” at NYU Summer Institute in Taxation – 7/17/1707/17/2017

In this three hour session, David will cover everything you need to know about nexus, including recent developments in economic nexus, agency nexus and "anti-Quill" legislative and judicial activity.  The session will explore the limits on a state's authority to tax under state, federal and constitutional law with a particular emphasis on sales/use tax and income tax nexus.…

David Hughes Presents “M&A for Sales and Use Tax – A Race to the Finish Line” at the 2017 IPT Annual Conference – 7/11/1707/11/2017

After attending the session, attendees will be able to: Differentiate among the different state sales and use tax rules that apply to different types of business acquisition transactions as well as the applicability of important exemptions from sales tax that can be used to limit potential exposure More effectively communicate potential exposure to organization leaders and decision makers regarding sales…

HMB SALT Attorneys Presenting at the Advanced State & Local Tax Institute – Georgetown Law CLE07/07/2017

10 Reasons Why You Should Attend Delve into how changes to the federal tax regime may affect state tax regimes Explore the impact of federal tax changes on business state tax planning Watch a lively debate on retroactivity between advocates before state tax court judges Hear perspectives from three state tax administrators on key issues their states are facing Network…

Breen Schiller Presents “Hot Topics and Current Developments in Income and Business Activity Taxes” at the Advanced State & Local Tax Institute – Georgetown Law CLE07/06/2017

By attending this session, participants will: Discover the latest developments in combined reporting, apportionment addbacks, and alternative taxes Learn practical approaches to resolving income tax issues Take away strategies for avoiding costly and expensive audit disputes Click here to contact Breen Schiller about this presentation. Up to 10.75 CLE credit hours (based on a 60-minute credit hour), including 1 hour…

Marilyn Wethekam Presents “Gathering More: Business Perspectives on Federal Tax Reform” at the Advanced State & Local Tax Institute – Georgetown Law CLE07/06/2017

By attending this session, participants will: Gather the business perspective on key federal tax issues that states should or must address Learn from examples of corporate modeling and planning for the impact of federal tax reform on state taxation Consider the differential impact of aspects of federal tax reform on state tax Click here to contact Marilyn Wethekam about this…

Jordan Goodman Presents “Survivor Ethics: How Well Do You Know the Ethical Rules?” at the Advanced State & Local Tax Institute – Georgetown Law CLE06/30/2017

By attending this session, participants will: Have a deeper understanding of he ethical rules applicable to state and local tax attorneys Identify and learn how to implement best audit and litigation practices for records retention, filing strategies, and electronic records Focus on the implications of ABA Model Rules of Professional Conduct. Click here to contact Jordan Goodman about this presentation.…

Jordan Goodman Presents “Big Easy Income Tax Brawl” at the 2017 Southeastern Association of Tax Administrators Annual Conference06/28/2017

This never-ending battle of good versus evil in SALTdom will feature discussions of cases and evolving trends in the SALT world. By attending this session, the participant will be able to: Identify major developments in today's SALT world and spot trends Recognize positions that taxpayers and states are currently taking Recall the most important recent SALT cases Analyze key decisions…

Jordan Goodman Presents “Veering Off Course: Issues Unique to the Financial Industry” at the 41st Annual IPT Conference06/27/2017

7/9/17-7/12/17 2017 IPT Annual Conference Charlotte, North Carolina Jordan will zero in on the nexus, sourcing and tax base issues specifically associated with financial institutions and their affiliate businesses. After attending, the attendee will be able to: Explain nexus rules as they apply to Financial Institutions Determine sourcing of interest and other income from intangibles is subject to the same…

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