Open/Close
Close

Resources | Events

Keeping you current to Focus Better
Subscribe

Publications to subscribe to

For security verification, please enter any random two digit number. For example: 53
By checking this box, I consent that the above information may be used by HMB Legal Counsel to send me newsletters, updates and other relevant insights.
Jordan Goodman Presents “State Exemptions and Deductions” at the 2018 UPPO Annual Conference – 3/5/1804/04/2018

2018 UPPO Annual Conference - Tampa Marriott Waterside, Tampa, FL - 3/5/18 HMBs Jordan Goodman will present at the 2018 UPPO Annual Conference on 3/5/18. He will discuss state-specific reporting exemptions, including business-to-business (B2B) transactions and allowable deductions.…

“A Closer Look at Qui Tam ‘Whistleblower’ and Class Action”04/04/2018

HMB's Jordan Goodman presented at the 2018 COST Sales Tax Conference & Audit Session held in New Orleans, LA from 2/26/18 - 3/1/18. He discussed taking a closer look at qui tam "whistleblower" and class action lawsuits and how your organization may be at risk.…

Breen Schiller Co-Presents “Market-Based Sourcing Audit Issues: Where the Rubber Hits the Road” at The Chicago Tax Club – 4/2/1804/02/2018

This presentation will discuss the practical implications of addressing market sourcing issues in the audit process offering real world examples (a/k/a war stories) and suggest strategies for dealing with the lack of guidance and potential state to state inconsistencies. Is consistency more important than each state's statutory and regulatory specifics? Should you look to and rely on the draft MTC…

Marilyn Wethekam Presents “Multistate Tax Update” at the Tulsa Chapter of Tax Executives Institute – 5/17/1803/21/2018

5/17/18 Tulsa Chapter of Tax Executives Institute Tulsa, Oklahoma Marilyn Wethekam will discuss current State and Local Tax developments and polices with an emphasis on the Midwest changes.…

HMB’s SALT Team Presents at 2018 ABA/IPT Advanced Tax Seminars03/18/2018

3/19/18 2:00-2:50 PM The Insider's Guide to New Tax Dispute Resolution Forums David Hughes Many states recently revamped their tax dispute forum systems, often for the better. This panel will compare and contrast the systems of three states: Illinois, Georgia and the new California Office of Tax Appeals. Click here to request a copy of this presentation. 3/20/18 10:00-10:50 AM…

Marilyn Wethekam to present “Filling in the Gaps The Rise in Local Taxes” at COST 2018 Income Tax Conference03/15/2018

4/18/18 Park Plaza Boston, MA Click here for more information and to register Traditional income and sales taxes imposed at the state level are not sufficient to pay for all the costs of state and local government. There has been a trend towards local taxes some of which are not and cannot be true income or sales tax. This session will look…

David Hughes Presents at the 2018 ABA/IPT Advanced State Income, Sales/Use & Property Tax Seminar02/19/2018

3/19/18 - 3/21/18 2018 ABA/IPT Advanced State Income, Sales/Use & Property Tax Seminar The Ritz Carlton New Orleans, LA Click here for more info and to register The Insider's Guide to New Tax Dispute Resolution Forums - 3/19/18 Many states have recently revamped their tax dispute forum systems, often for the better. This panel will compare and contrast the system…

David Machemer and Samantha Breslow to Present Live Webinar: “Managing Exemptions and Resale Certificates”01/23/2018

Click here for more information Determining eligibility for sales tax exemptions and navigating the application process can prove to be difficult for taxpayers who do business in multiple states and jurisdictions. Join David and Sam on a live webinar hosted by Lorman Education Services. Attendees will be able to: Define an 'exclusion' versus an 'exemption' for sales tax purposes Explain…

Marilyn Wethekam Presents “Positioning with the C-Suite – Tips for Tax Department Professionals” at 2018 National Multistate Tax Symposium – 2/7/1801/08/2018

2/7/18 - 2/8/18 The 2018 National Multistate Tax Symposium Disney's Grand Floridian Resort & Spa Lake Buena Vista, Florida Presented by Deloitte Tax LLP in collaboration with the Tax Section of the Florida Bar Click here for more info and to register. The implications of tax may ultimately affect the financial and strategic decisions of many organizations - thus leaving…

Breen Schiller Presents “State and Local Practice Overview” at COST 2018 SALT School Basics – 1/22/1801/05/2018

1/21/18 - 1/26/18 AT&T Executive Education & Conference Center Austin, TX Click here for more info and to register. COST's 5 day school provides a comprehensive basic SALT education forum via three basic tracks for the SALT professional: 1) a SALT concepts track, covering income tax and sales tax theory and concepts; 2) a sales tax track, covering sales tax…

David Hughes Presents “Multistate Income Tax Apportionment: Trends, Traps and Tips” at the IL CPA Society – 1/17/1801/04/2018

1/17/18 8:15 AM - 4:20 PM CST IL CPA Society 550 W. Jackson Blvd., Suite 900 Chicago, IL Click here for more info and to register. Apportionment rules are constantly changing.  From one factor to three factor formulas.  From sourcing based on location of service to sourcing based on location of customer. Review the current state of apportionment rules with…

Fred Marcus Presents “Today in Taxes” at the 2017 Annual NYU Institute on State and Local Taxation – 12/4/1712/04/2017

Grand Hyatt New York New York, NY 12/4/17 - 12/5/17 Get ready for a jam-packed show! It's hard to cover the ever changing state and local tax landscape, but an all-star team of "special reporters" provides a rundown of what you need to know about the most important SALT developments affecting taxpayers today. Included in this year's "Hardball" segment is…

Jordan Goodman Presents “Ethical Challenges for State Tax Professionals in an Era of Transparency”-2017 Annual NYU Institute State & Local Taxation12/04/2017

12/4/17 - 12/5/17 Grand Hyatt New York New York, NY Click here for more info and to register. The panel tests the audience to determine who possess the best working knowledge of the ethical rules (or are just good guessers). Taking the form of a game show, this ethics test examines everyday occurrences in the state tax world and applies…

David Machemer Presents “Multistate Tax Update: State Tax Decisions, Issues and Policy Matters” at the Indiana CPA Society’s 2017 Tax Conference11/30/2017

11/30/17 Ritz Charles, Carmel 8:30 a.m.-4:40 p.m. CPE: 8 hours (includes 1.5 hrs of Ethics) CLE: 6.7 hours (includes 1.3 hrs of Ethics) CFP: up to 5 hours In this session, David will identify and discuss recent judicial decisions that may impact taxpayers' planning and filing decisions.  Attendees will learn about recent SALT trends to anticipate potential problems and identify…

Jordan Goodman & Chris Lutz Present “Fortifying The Tax Base: The Trend Away From Traditional Income and Sales Tax” to TEI Philadelphia Chapter11/17/2017

11/29/17 Penn State Great Valley Malvern, PA Click here for more info and to register Jordan and Chris will discuss the erosion of the traditional tax base and the creation of new, different and more fun taxes being imposed by the states and local governments. They will examine the types of revenue generation being utilized and some of the new…

Breen Schiller Presents “Update-Nexus/Cases/Whistleblower” at the IPT State Income Tax Symposium11/10/2017

The Palmer House Hilton Chicago, IL November 12 - 15, 2017 This presentation will cover a ton of recent happenings in state and local tax.  We will look at the heaviest issues in nexus, business and non-business income and apportionment issues.  We will discuss current litigation on a national basis with updates in the area of nexus, unitary filings, business…

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”-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…

500 West Madison Suite 3700
Chicago IL 60661

Phone: 312-606-3200 Fax: 312-606-3232
© Horwood Marcus & Berk Chartered 2020. All Rights Reserved.
Close