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Jordan Goodman Awarded ‘Instructor of the Year Award for State Income Tax’ from the Institute for Professionals in Taxation06/28/2018

" Jordan Goodman Awarded ""Instructor of the Year Award for State Income Tax"" from the Institute for Professionals in Taxation - 6/26/18 Jordan Goodman was awarded the Institute for Professionals in Taxation's (IPT) Instructor of the Year Award for State Income Tax at the 2018 IPT Annual Conference on 6/26/18. This award is in recognition of his significant contribution to…

Chris Lutz Recently Covered by State Tax Notes Regarding Alternative Apportionment06/18/2018

State Tax Notes recently covered Christopher Lutz's presentation on alternative apportionment at the Advanced State and Local Tax Institute hosted by Georgetown University Law Center. Chris discussed the varying standards states use in requiring alternative apportionment. The full article, "Alternative Apportionment Disputes May Lessen Over Time," was written by Jad Chamseddine and published by State Tax Notes on May 28, 2018…

Aaron Werner admitted as Partner in Social Venture Partners – Chicago06/12/2018

Aaron Werner was admitted as a Partner in Social Venture Partners Chicago. SVP Chicago invests time, expertise and money in innovative nonprofits that have the potential to make meaningful and sustainable improvements within the Chicagoland community. SVP Chicago brings together a community of engaged philanthropists who want to do more than provide financial support to charitable causes. It is a vehicle…

Chris Lutz Provides Insight on Colorado’s Adoption of Market Based Sourcing to State Tax Notes06/12/2018

An article published by State Tax Notes discusses Colorado's adoption of market-based sourcing. State and Local Tax Attorney, Chris Lutz told Tax Analysts he's not surprised Colorado adopted market-based sourcing. It has become a trend among states over the past several years. He said many states think it's easier to find out where something is received or delivered rather than…

David Ruskin Quoted in Bloomberg BNA – “‘King of Qui Tam’ Runs Into Appeals Court Buzzsaw”05/30/2018

Article by: Michael J. Bologna Read the full article published by BNA Daily Tax Reports on 5/21/18 for its subscribers. A prolific tax whistleblower, Stephen B. Diamond known as the "king of qui tam," is finding it harder to make a living after his pattern of litigation under the Illinois False Claims Act hit a dry spell and a state…

Brian Axelrad Making an Impact with Students at Chicago Booth School of Business05/09/2018

As the Impact Investor in Residence through the Rustandy Center for Social Service Innovation at the Chicago Booth School of Business, Brian Axelrad works with, counsels and mentors students focused on impact investment and careers in the field. As part of these efforts, Brian coached teams of Booth MBA students who participated in two international, multi-business school competitions: the "Invest…

Horwood Marcus & Berk Chartered Retained as Counsel to Official Committee of Unsecured Creditors of Zero Energy Systems, LLC05/07/2018

PRESS RELEASE Contact: Jason Klika Horwood Marcus & Berk Chartered 312.281.1102 CHICAGO, IL (May 7, 2018) -  The Official Committee of Unsecured Creditors of Zero Energy Systems, LLC selected Horwood Marcus & Berk Chartered (""HMB"") as its legal counsel, with the U.S. Bankruptcy Court for the Southern District of Iowa approving HMB's retention on May 2, 2018.  Zero Energy Systems…

David Hughes Provides His Opinion on qui tam Suit Against Best Buy Stores LP to State Tax Notes05/01/2018

An article published by State Tax Notes discusses the Illinois Appeals Court Ruling a DOR audit does not bar a qui tam suit against Best Buy Stores LP. State and Local Tax Attorney, David Hughes, stated, "This is a frustrating and unfortunate decision for both [IFCA] defendants and the Department of Revenue." He went on to say, "For defendants, the decision…

Marilyn Wethekam in Bloomberg BNA “States Uncertain on Conformity According to Bloomberg Tax’s 2018 Survey of State Tax Departments”04/27/2018

Article by:  Chreasea Dickerson Read the full article published by BNA Daily Tax Reports on 4/20/18 for its subscribers. Bloomberg BNA sent a questionnaire related to conformity to certain provisions of federal tax reform to the top SALT officials in all 50 States, including D.C. and NYC, and what they found was many states are not yet sure how to…

Marilyn Wethekam Provides Insight On South Dakota v. Wayfair Inc. to State Tax Notes04/09/2018

State Tax Notes published an article that captures the opinions of State Tax Notes' board members regarding the U.S. Supreme Court decision to grant certiorari in South Dakota v. Wayfair Inc. If the Court upholds the South Dakota statute, retailers will be required to collect sales tax on Internet purchases. Marilyn Wethekam writes: There is an adage, "Be careful what you…

HMB Welcomes John W. Guzzardo And Continues To Expand Its Bankruptcy, Reorganization & Creditors’ Rights Practice04/05/2018

CHICAGO, IL (April 5, 2018) - Horwood Marcus & Berk Chartered ("HMB"), a preeminent provider of legal services in business and finance, litigation, trusts and estates, real estate, state and local taxes and bankruptcy, reorganization and creditors' rights announced that attorney John W. Guzzardo joined the firm as a partner in it's growing bankruptcy, reorganization and creditors' rights practice. John represents…

Jordan Goodman Provides Insight on the Quill and Wayfair cases to State Tax Notes04/03/2018

An article published by State Tax Notes covers a panel discussion regarding whether or not the U.S. solicitor general is correct that Quill Corp. v. North Dakota should be applied only to traditional mail-order retailers. University of Connecticut law professor Richard Pomp applauded the solicitor general's amicus brief in South Dakota v. Wayfair Inc., in which the solicitor argued that…

Keith Berk Named 2017 Distinguished President of The Year by Board Room Magazine03/23/2018

Congratulations to Keith Berk who was named the 2017 Distinguished President of The Year by Board Room Magazine. For 22 years, Board Room Magazine has been the official publication for the Association of Private Club Directors and this year, Keith Berk was recognized for providing Northmoor Country Club with exceptional, responsible and transparent leadership.…

Horwood Marcus & Berk Announced As Winner Of The 12th Annual Turnaround Awards03/19/2018

CHICAGO, IL (March 16, 2018) - The M&A Advisor announced the winners of the 12th Annual Turnaround Awards on Thursday, December 21st.  Horwood Marcus & Berk Chartered ("HMB") was named a winner of the Section 363 Transaction of the Year ($10MM - $25MM) for Aaron L. Hammer's representation of Central Iowa Healthcare ("CIH") in its successful chapter 11 sale before…

HMB Article Cited in MN Supreme Court Qui Tam Case03/08/2018

By: Christopher T. Lutz, Fred O. Marcus and Jordan M. Goodman In 2013, Christopher T. Lutz, Fred O. Marcus and Jordan M. Goodman wrote an article urging states to reject the applications of False Claims Acts to state and local taxes. The article was published in the Journal of Multistate Taxation and Incentives, Thomson Reuters/WG&L. Volume 22, Number 9. January 2013.…

HMB’s David Ruskin Quoted in Bloomberg BNA – “Tailors Object to Litigation by Notorious Illinois Whistleblower”03/07/2018

Article by: Michael J. Bologna Read more from BNA Daily Tax Report. A group of custom tailoring companies hopes to dismiss 17 lawsuits filed by a prolific tax whistleblower who alleges the defendants engaged in frauds designed to avoid sales and use tax obligations payable to Illinois. The defendant tailors Feb. 28 filed motions in Cook County Circuit Court to…

HMB Welcomes Aaron L. Hammer and Expands its Bankruptcy, Reorganization & Creditors’ Rights Practice03/06/2018

PRESS RELEASE Contact: Jason Klika Horwood Marcus & Berk Chartered 312.281.1102 CHICAGO, IL (March 6, 2018) - Horwood Marcus & Berk Chartered ("HMB"), a preeminent provider of legal services in business and finance, litigation, trusts and estates, real estate and state and local taxes, announced that accomplished corporate reorganization, bankruptcy and creditor's rights attorney Aaron L. Hammer joined the firm…

HMB’s David S. Ruskin Quoted in BNA Notorious Whistleblower Article01/30/2018

"Notorious Whistleblower Takes Custom Tailors to Court" Excerpt From BNA Daily Tax Report: State, January 30, 2018 By: Michael J. Bologna "An Illinois court has unsealed another 23 lawsuits filed by a veteran whistleblower who is targeting dozens of foreign and domestic bespoke tailors for alleged tax frauds under the Illinois False Claims Act... David S. Ruskin, a partner in the Chicago office…

Congratulations to HMB’s Honored Lawyers of 201801/25/2018

2018 Illinois Super Lawyers John W. Guzzardo Richard M. Horwood Fred O. Marcus Jason M. Torf Marilyn A. Wethekam Jeffrey A. Zaluda 2018 Illinois Super Lawyers - Rising Stars Karl E. Analo Grant R. Hendricks Aaron D. Werner 2018 Emerging Lawyers Karl E. Analo Super Lawyers is a rating service of outstanding lawyers from more than 70 practice areas who…

Horwood Marcus & Berk Chartered Elevates Two Associate Attorneys to Partner01/17/2018

PRESS RELEASE Contact: Jason Klika Horwood Marcus & Berk Chartered 312.281.1102 CHICAGO, IL (January 17, 2018) - Horwood Marcus & Berk Chartered, a preeminent provider of legal services in business and finance, litigation, trusts and estates, real estate and state and local taxes, announced that two associate attorneys were elevated to partner. Brett M. Winterstein. Brett is a member of…

Chris Lutz Quoted in Law 360 “Vermont Bill Would Tax Cryptocurrency Transactions”01/11/2018

Below is an excerpt of the article written by James Nani and published on 01/11/18. Click here to read the full article. HMB's Chris Lutz was recently quoted in Law 360 regarding Vermont's novel proposal to tax all cryptocurrency transactions at $0.01 per transaction. Lutz discussed the impact the legislation might have in Vermont while considering the bill in the…

Marilyn Wethekam Named to the State Tax Notes Advisory Board – January 201801/10/2018

Tax Notes is a collection of publications by Tax Analysts, a non-profit tax publisher. Tax Notes' news publications provide comprehensive but impartial coverage of tax news, while Tax Notes' commentary publications contribute spirited and personable voices to the conversation and debate around the understanding and application of tax policy. Marilyn is a frequent contributor to State Tax Notes.…

HMB Named to U.S. News “Best Lawyers & Best Law Firms” – 201812/08/2017

We are pleased to announce that HMB earned top recognition in the 2018 edition of  U.S. News - Best Lawyers? "Best Law Firms." Additionally, HMB was named a Tier 1 law firm in Chicago for Trusts & Estates. Richard M. Horwood and Jeffrey A. Zaluda were selected by their peers for inclusion in The Best Lawyers in America in the practice area of Trusts…

Jordan Goodman Quoted in CBS News “Amazon Sales Taxes: South Carolina Says Pay Up”11/17/2017

Below is an excerpt of the article written by Jonathan Berr and published on 11/17/17. Click here to read the full article.  A high-stakes legal battle is heating up over whether Amazon is shirking its legal obligations to collect sale taxes on merchandise sold by independent sellers on its site. Sellers and their allies say Amazon is far better equipped to…

Chris Lutz Quoted in State Tax Notes “Experts Say Digital Transactions Remain a Tax Enigma” – 11/9/1711/09/2017

Chris Lutz was quoted in TaxNotes regarding a presentation he gave at the Annual Meeting of the California Tax Bar and California Tax Policy Conference addressing the many issues faced by companies employing emerging technologies. Lutz said the ambiguity involved in describing server activity for the purpose of sourcing transactions highlights the challenges governments face. Tax officials may have to…

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