Resources | Events

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…

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.…

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…

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…

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.…

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…

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…

David's presentation will focus on the distinction between real property and tangible personal property for purposes of taxing telecommunication companies. Telestrategies is the leading tax conference for telecommunication service providers. Click here to contact David and request a copy of the presentation. Why you should attend: Whether you are new to communications taxes and fees, or an industry veteran, the…

This ABA Section of Taxation meeting brings together the nation's leading tax practitioners to discuss current issues, topics and legislation. This three-day meeting will give you the resources and information you need on the latest developments, strategies and techniques to represent and meet the needs of your clients and take your practice to the next level. Attendees, speakers and guests…

Asian Art Council, Art Institute of Chicago, May 4, 2017 Mr. Horwood is a partner in the Trusts and Estates Group of Horwood Marcus & Berk Chartered and advises collectors regarding key issues such as authentication; provenance; collection management; tax matters; disposition and charitable, museum, and family gifting. Mr. Mottier is a collector who, over the course of three decades,…

Mr. Horwood is a partner in the Trusts and Estates Group of Horwood Marcus & Berk Chartered and advises collectors regarding key issues such as authentication; provenance; collection management; tax matters; disposition and charitable, museum, and family gifting. Mr. Mottier is a collector who, over the course of three decades, acquired one of the most comprehensive collections of 20th-century Japanese…

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.…

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 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…

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…

"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:…

 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 Asia.  For more…

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…

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…

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 -…

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…

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…

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…

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…

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…