HMB Presents at the 2023 National Multistate Tax Symposium – 2/8 – 2/10/23


Join Jordan M. Goodman and Marilyn A. Wethekam for the 2023 National Multistate Tax Symposium in Lake Buena Vista, Florida. See below for more information on their presentations. Register for the symposium here.

Ever-changing M&A Landscape: Practicalities of Post-Restructuring Integration

Jordan M. Goodman | 2/9/23 at 9:45 – 10:45 AM

Business mergers, acquisitions and restructurings (M&A) are widespread in today’s economy – generating potential challenges and opportunities from inception to valuation and all the way through post-close execution.

Jordan and his co-speakers will explore from a tax function’s point of view practical aspects of post-restructuring integration – both the highs and lows – including tax transformation and other opportunities to achieve tax efficiencies and address risks from the due diligence process. They will reflect on state indirect and income/franchise tax compliance and planning matters that often arise after an M&A life event, related credits and incentives considerations and how to foster a thriving multistate tax environment through it all.

Joining the panel with Jordan is Jacob Aguero of Deloitte Tax LLP, John Farris of Realpage, Alexis Morrison-Howe of Deloitte Tax LLP, Stave LaRosa of AstraZeneca and Jose de Poole of Hewlett Packard Enterprise.

Life Cycle of Multistate Controversies: Today and Tomorrow

Marilyn A. Wethekam | 2/10/23 at 1:15 – 2:15 PM

The mechanic and logistics surrounding multistate indirect and income/franchise tax controversies continue to evolve.

Marilyn joins a panel of multistate tax controversy professionals to discuss the life cycle of multistate tax controversies, addressing how these stages have transformed as of late and what businesses may expect to see in the future. They will discuss tips for successfully managing ongoing multistate tax audits and provide leading practices for businesses to proactively prepare for state and local tax audits and assessments and to manage day-to-day operations and risk.

Joining the panel with Marilyn is Jack Trachtenberg of Deloitte Tax LLP, Jen Lebiecki of McDonald’s Corporation, John Paek of Deloitte Tax LLP and Svetlana Smolgovskaya of Wonolo.

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