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Jordan Goodman Presents ‘Multi-State Tax Update’June 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 – 5/14/19May 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”May 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…

Chris Lutz and Breen Schiller Present at The 42nd Advanced State and Local Tax Institute – May 15-16, 2019May 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 – 5/14/19May 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.…

Complimentary Webinar: David Hughes Presents “Illinois Unclaimed Property Compliance & Enforcement Update: Part I” With BDO and the Illinois Chamber Of CommerceApril 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”April 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”April 8, 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 – 4/24/19April 7, 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 – 5/8/19April 7, 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)March 26, 2019

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

Jordan Goodman Participated in “The Annual Big Easy Brawl”March 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”February 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 SymposiumFebruary 6, 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…

Marilyn Wethekam Presents “The 2019 Bloomberg Tax Survey of State Tax Departments: Expectations and Planning Opportunities”January 25, 2019

The discussion will focus on state responses on issues that have arisen since the ruling in Wayfair, including retroactivity, economic nexus thresholds, collection obligations for marketplace facilitators, and nexus for small marketplace sellers. We'll take a big picture look at emerging trends in the new sales tax nexus era and shed light on sound practices for nexus and sales tax…

Breen Schiller Presents “2019 SALT Basics School – State and Local Practice Overview”January 22, 2019

1/20/19-1/25/19 Council On State Taxation Hilton DFW Executive Lakes & Conference Center Dallas/Fort Worth, Texas Click here for more info and to register This session is an overview of major state taxes and state revenue programs including: income/franchise, sales/use, property and employment taxes; credits, incentives and unclaimed property.…

Breen Schiller Presents “Ethics & Professionalism for State Tax Professionals – Top Ten Ethical Dilemmas” at Manufacturers’ Education CouncilJanuary 22, 2019

Manufacturers' Education Council Hyatt Regency Columbus Columbus, Ohio Click here for info and to register. Using real-life situations and interactive scenarios to engage the audience, this session is designed to review, analyze and discuss the top ten ethical dilemmas facing practitioners in the SALT field. Has your conduct been ethical, or are you at risk for a violation, claim of…

Breen Schiller Presents “There and Back Again: The History of Apportionment”January 22, 2019

Hyatt Regency Grand Cypress Resort Orlando, Florida This session will take the participants through the evolution of apportionment. It is important to learn how we got from separate accounting through formulary apportionment to alternative apportionment, often based on separate accounting. The speakers will take us through the issues raised at each level and the potential resolutions. The session will end…

David Hughes to Present “Beyond Wayfair: Sales Tax Collection in the Internet Age”January 22, 2019

Illinois CPA Society Illinois CPA Society Education Center Chicago, Illinois Click here for more info and to register. On June 21, 2018, the US Supreme Court issued the most important sales tax decision in the last 25 years. Overruling 50 years of precedent, the Court ruled that a remote seller can be required to collect a sales or use tax…

David Hughes to Present “Wheel of Ethics: Take a Spin and See What Ethical Dilemma Awaits”January 22, 2019

Conference Hotel - Hyatt Regency New Orleans New Orleans, Louisiana Click here for more info and to register. The concepts of confidentiality and privilege arise for attorneys on a recurring basis. Ethical considerations, among others, are often part of the complex analysis that goes into a confidentiality and privilege evaluation. When, how and to whom do these obligations and protections…

Marilyn Wethekam Presents “The History of the World Part 1: The Evolution of State & Local Income Taxation”January 21, 2019

Marilyn Wethekam will lead a discussion of the evolution the state taxation of corporate income and what the future holds.…

Fred Marcus Presents “What’s Happening Everywhere Today” at NYU’s 37th Institute on State and Local TaxationDecember 18, 2018

Get ready for a jam-packed show. It's hard to cover the ever-changing state and local tax landscape, but our 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 a discussion of the applicability of local which are widespread and…

Chris Lutz Recently Spoke with Law360 – Justices Lean Toward States Rights Boosts Taxing PowersDecember 4, 2018

Chris Lutz spoke with Law360 on the Supreme Court's recent trend toward expanding state sovereignty. The recent leaning toward states' rights and skepticism of dormant commerce clause power have resulted in an environment more sympathetic toward state taxing powers. "But this slow expansion of state sovereignty may very well be a harbinger. Forget sales tax nexus," says Chris Lutz.…

Rick Rein to Participate In “Cross Jurisdiction Enforcement: Getting Paid When The Money is Overseas” At The Delaware State Bar Association’s International Section Along With The World Trade Center of Delaware – 11/28/18November 27, 2018

University & Whist Club Wilmington, Delaware Moderated by Rafael Zahralddin, International section co-chair and Elliott Greenleaf, P.C. Director & Shareholder, Rick Rein will participate in a panel that will discuss how to domesticate a foreign judgment in Delaware, as well as how to domesticate a Delaware judgment in a foreign jurisdiction. The keynote speaker is The Honorable Eric M. Davis,…

David Hughes Present Everything You Event Wanted to Know About SALT, But Were Afraid to Ask at CPA America – 11/5/18November 19, 2018

The Wayfair decision?state and local tax implications of tax reform?taxation of streaming videos and other digital products?multiple states taxing the same income. Navigating the current SALT landscape is a challenge for any multistate taxpayer. This session will explore the hottest SALT issues and how to deal with them.…

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