"A successful SALT practice is like playing 3D chess. It’s half skill, half strategy, and half knowing the other side."
Jordan is a partner in HMB’s State and Local Tax (SALT) Group and focuses his practice on resolving complex SALT controversies for Fortune 1000 corporations and wealthy families, nationwide.
Jordan represents operationally complex companies in manufacturing, retail, financial services, e-commerce, broadcasting and telecommunications. As an attorney and CPA with decades of experience, Jordan has successfully resolved tax controversies in nearly every state and has counseled clients on the full range of tax issues and organizational structures affecting their businesses. He also represents numerous clients in multistate unclaimed property litigation and advises on a wide range of compliance issues.
Clients seek Jordan’s help on a full range of tax issues including corporate income, sales and use, franchise, local licenses, gross receipts, business and occupation, single business, capital stock and unclaimed property matters. He regularly advises on nexus, apportionment, business income, unitary business groups and residency, credits, losses, exemptions and the tax base.
Jordan represents clients in all facets of unclaimed property issues—from audit notifications and audit defense to protecting sensitive information and resolving legal challenges. Further, Jordan regularly partners with businesses to establish compliance through the voluntary disclosure process and strategic planning.
A sought-after lecturer and author on multi state tax issues, controversies and planning, Jordan is very active in the SALT community as a frequent staple to many major SALT institutions’ conferences and publications.
Nationwide Counsel, State-by-State Experience
As perhaps one of the most recognizable people in the SALT community, Jordan is known for his enthusiasm, creativity and practical approach to limiting tax exposure and helping clients through the tax ramifications and benefits of various organizational structures. Clients nationwide rely on him for his strategic state-by-state experience and advice built from decades of experience.
Jordan takes the time to learn the nuances of his client’s plans, businesses, and industries. Then, armed with this rare vision and insight, he crafts practical, meaningful, and business savvy solutions.
- University of Illinois, J.D.
- Indiana University, B.S. in Accounting with high honors
- Illinois
- Certified Public Accountant, Illinois