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The Best Laid Plans: Avoiding Administrative and Judicial Challenges, Chicago Bar Association, 5/3/1705/03/2017

Two key takeaways from this presentation: The disclosure of information can be as useful of a risk management tool as any. A client who understands how a corporate fiduciary will interact with all parties will have a more positive experience.…

The Best Laid Plans: Avoiding Administrative and Judicial Challenges, Chicago Bar Association, 5/3/1705/03/2017

Two key takeaways from this presentation: The disclosure of information can be as useful of a risk management tool as any. A client who understands how a corporate fiduciary will interact with all parties will have a more positive experience.…

Jordan Goodman & Marilyn Wethekam Present “State Income Tax Update – Year in Review” at the 2017 J. Nelson Young Tax Institute04/27/2017

The J. Nelson Young Tax Institute is an annual professional program covering current state and federal tax problems and issues at the post-graduate level of knowledge. The program is designed for the practitioner who must frequently handle state and federal tax matters. Emphasis is placed on subjects that are new and current, including in-depth coverage of recent developments and problems…

David Hughes to present “Basics if Sales and Use Tax” at Sales Tax Institute04/27/2017

The Basics of Sales and Use Tax is a boutique-style course designed for individuals working in financial or accounting corporate and consulting environments who handle sales and use tax for themselves or their clients. The 3-day course involves lecture, case studies and group discussion. All attendees have one-on-one access to the faculty members and can bring their specific questions and situations…

Breen Schiller Presents “Market-Based Sourcing – Where is the Market?” at TEI 34th Annual President’s Seminar04/25/2017

Tax Executives Institute (TEI) is the preeminent professional association representing in-house tax professionals. Through their progressive advocacy, education and networking programs they offer 7,000 members around the world unparalleled membership benefits focused squarely on supporting the specific needs of in-house tax professionals. This year's agenda includes top national speakers presenting on a variety of international, federal and state and local…

Breen Schiller to Present “Advanced Sales and Use Tax” at Sales Tax Institute Workshop04/24/2017

Designed for sales tax specialists in the corporate or consulting environment, this live workshop will offer a facilitator-presented current issue followed by an in-depth, participant-wide discussion. Participants should have an intermediate understanding of sales and use tax concepts and a basic understanding of all scheduled course topics. The prerequisite for this 23-CPE-hour course is four years (or equivalent) sales tax…

Breen Schiller & Jordan Goodman Quoted in State Tax Notes – March 201704/10/2017

"Speaking at the 2017 American Bar Association and Institute for Professionals in Taxation conference in New Orleans, Jordan Goodman of Horwood Marcus & Berk Chtd. asked fellow panelists whether taxpayers are required to follow 'unconstitutional' state laws, like those challenging the physical presence standard in Quill Corp. v. North Dakota."  Questions? Click here to contact Jordan Goodman. Jordan presented with:…

HMB’s SALT Team Presents “State Tax Update” at the Dallas Chapter of the Tax Executives Institute (TEI)04/10/2017

Marilyn Wethekam and Jordan Goodman will discuss recent state tax decisions and developments focusing on trends observed in the last 12 months. Tax Executives Institute is the preeminent international association of business executives responsible for the tax affairs of their employers. TEI has nearly 7,000 members who represent 2800 of the leading businesses in the United States, Canada, Europe and…

Marilyn Wethekam to Lecture “Enforcement and Settlement Issues” at Georgetown University Law Center LLM Program04/06/2017

Marilyn is a frequent lecturer at Georgetown University Law Center. In this class, students will discuss a number of topics related to the enforcement and collection of state taxes including determining and mitigating tax liabilities. This class is part of the State Tax Practice and Procedure Module in the Georgetown LLM Tax Program. Click here to contact Marilyn and learn more.…

HMB SALT Attorneys Presenting at the COST Mid-West Regional State Tax Seminar – 4/13/1703/30/2017

8:30 am - 9:00 am      Registration / Networking / Continental Breakfast 9:00 am - 3:15 pm      Seminar 12:30 pm - 1:45 pm     Lunch - What's New at the Wisconsin Department of Revenue Horwood Marcus & Berk is proud to sponsor and present at the upcoming COST Mid-West Regional State Tax Seminar. Attendees will network with local tax peers and leave…

David Hughes Webinar: Unclaimed Property in a Post Temple-Inland and 2016 RUUPA World03/28/2017

Note: CPE and Illinois CLE credit are offered for this event. Please see below for more information. In recent years, states have been increasingly aggressive in the administration of unclaimed property laws. The Temple-Inland case represents the pinnacle of state aggression. The Revised Uniform Unclaimed Property Act of 2016 represents a potential legislative response to Temple-Inland.  Holders should be cognizant…

HMB’s State and Local Tax Attorneys at the 2017 ABA/IPT Advanced Sales/Use Tax Seminar03/20/2017

Are you attending the 2017 ABA/IPT Advanced Sales/Use Tax Seminar in New Orleans, LA? Visit one of our SALT attorneys' presentations: David Hughes: "Top 10 State Income Tax Cases" - 3/21/17 - 9:00 - 9:50 AM Jordan Goodman:  "Prompt vs. Goodman" - 3/21/17 - 11:00 - 11:50 AM Jordan Goodman: "The Annual Big Easy Brawl" - 3/21/17 - 1:45 - 2:45 PM Breen…

HMB’s Breen Schiller is moderating “The Really Final, Last Word: A Dialogue with State Tax Administrators” at the 2017 ABA/IPT Advanced Sales/Use Tax Seminar03/17/2017

It's tough being a state tax collector! Join these esteemed tax department heads as they discuss current issues, pressing needs and best practices for taxpayers. The tax collectors will take your questions and comments. Please submit questions in advance. Click here to learn more and to register for this event. By attending this session, the participant will be able to: Identify…

HMB’s David Hughes is Presenting “Top 10 State Income Tax Cases” at the 2017 ABA/IPT Advanced Sales/Use Tax Seminar03/16/2017

Burden of proof, unconstitutional discrimination, nonresident trusts, net operating losses; this fast paced session will address these issues and more as it covers ten of the most recent and significant income tax decisions in the SALT world. By attending this session, the participant will be able to: Identify recent and significant SALT income tax cases Recognize how these recent cases…

HMB’s Jordan Goodman Presenting at the ABA/IPT Advanced Sales/Use Tax Seminar – 3/21/1702/24/2017

Round Deux - SALT Heavyweight Championship - A Bayou Battle - Professor Richard D. Pomp enters the ring to face perennial underdog Jordan M. Goodman in a battle royale match on all matters SALT.  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…

David Hughes Moderates Chicago Tax Club Panel Discussion Taxpayer Benefits To Consider When Using The Illinois Independent Tax Tribunal02/23/2017

This session will present an overview of the Illinois Independent Tax Tribunal including its establishment, jurisdiction, procedures, decisions and potential changes.  The session will also address when the tax tribunal should be considered to resolve Illinois sales tax issues as well as best practices in anticipation of utilizing the tribunal. Click here to learn more about the Chicago Tax Club…

HMB’s Marilyn Wethekam Presents “Do You Know Your Administrative Appeals Process?”02/21/2017

This session will walk through specific states' administrative appeals process and costs compared to litigation. Learn which states have an administrative appeals process, how the process works, and what is required of the holder. Click here to request a copy of this presentation.…

HMB’s Marilyn Wethekam Presents “State Federal Conformity Issues”02/20/2017

Marilyn discusses the corporate income tax compliance complexities faced by multinational corporations that result from states decoupling from specific sections of the Internal Revenue Code including the consolidated return regulations.…

HMB’s Jordan Goodman Presents “Debate Over Nexus for Sales/Use Taxes – Are We Headed Towards a New Frontier”02/17/2017

Some states are challenging Quill's physical presence test by regulation, while others are challenging it with the express consent of the state's legislature.  A practicing attorney and a former state tax commissioner will debate these tactics and explore the constitutional issues and restrictions on extending the economic nexus concept to sales/use taxes.  During their debate, they will provide an analysis…

Ethics & Professional Responsibilities for Transaction Tax Professionals02/15/2017

Council On State Taxation (COST) Sales Tax Conference & Audit Session San Antonio, TX - 3/1/17 Early Morning Ethics Coffee Talk: Ethics and Professional Responsibilities for Transaction Tax Professionals It's never too early to learn about ethics.  Come to this early morning session and be entertained by these speakers as they cover new and breaking ethical issues related to transactional…

Ethics & Professional Responsibilities for Transaction Tax Professionals02/15/2017

Early Morning Ethics Coffee Talk: Ethics and Professional Responsibilities for Transaction Tax Professionals It's never too early to learn about ethics.  Come to this early morning session and be entertained by these speakers as they cover new and breaking ethical issues related to transactional taxes. Click here for more info and to register for this conference. Click here to contact Mailyn…

HMB’s David Machemer Presents State Tax Challenges of Leasing Mobile Property at the Chicago Bar Association02/13/2017

On 2/13/17, David Machemer presented "State Tax Challenges of Leasing Mobile Property" at the Chicago Bar Association's Local Tax Committee meeting. David's presentation provided an overview of the leasing industry, with an emphasis on state tax issues and related challenges of leasing mobile property. As companies are leasing more and buying less, some lessors are stuck with an unexpected tax…

Aaron D. Werner to Present: Top Legal Risks & Solutions for Health Club Facility Owners and Managers02/06/2017

Aaron D. Werner will be presenting "Top Legal Risks & Solutions for Health Club Facility Owners and Managers" at the 2017 International Health, Racquet & Sportsclub Association Trade Show in Los Angeles, California on March 9,2017. IHRSA is an international health and fitness organization and the Trade Show is the largest fitness conference in the world. In addition to his…

HMB’s 15th Annual State & Local Tax Summer Camp – 7/19/1701/06/2017

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…

HMB’s Marilyn Wethekam Published in State Tax Notes “Board Sheds Light on Dark Horse Issues of 2017”01/02/2017

Over the last several years, at least six states have adopted and several more have proposed some form of a factor presence standard for determining the jurisdiction to impose an income tax. At least two additional states have adopted the standard for other business taxes. The main focus of those proposals has been on determining whether such standards pass constitutional…

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