September 21, 2023, 8:00 a.m. – 4:50 p.m. Central Time
Meridian Conference Center, 1701 W. Algonquin Rd., Rolling Meadows, Illinois
AGENDA
8:00 – 8:30 Registration & Continental Breakfast
8:30 – 9:30 Illinois Updates
– June 2023 Legislative Summary
Carol Portman and Maurice Scholten, TFI
9:30 – 10:30 Multistate Update
Doug Lindholm, COST
Fred Nicely, COST
10:30 – 10:45 Break
10:45 – 12:00 Illinois Department of Revenue – Developments and Priorities
David Harris, Director IDOR
Colin Bowes-Carlson
Brian Fliflet
Jim Nichelson
Alexis Overstreet
Moderator: Mike Wynne, Jones Day
12:00 – 1:30 Lunch
1:30 – 2:30 A. Economic Nexus—What’s New and What’s Coming
Jeff Eichinger, Grant Thornton LLP
Mariano Sori, BDO USA LLP
B. Going Through a Business Organizational Change – What NOT to Do – and What TO Do!
Ron Cook, Plante Moran
Michela Petrosino, Reed Smith LLP
Diane Yetter, Yetter Consulting
C. Illinois Audit Session—War Stories, Tips, & Trends
Mary Kay Martire, McDermott Will & Emery LLP
2:30 – 2:50 Break
2:50 – 3:50 A. What is Taxable in Today’s Evolving World?
Drew Hemmings, Baker & McKenzie LLP
James Heneghan, Crowe LLP
B. Using Tax Insurance to Provide Certainty in State Tax Matters
Justin Pierce Berutich, Euclid Transactional
Dave Hughes, Horwood Marcus & Berk Chartered
Dan Schoenberg, Alliant Mergers & Acquisitions
C. Getting the Most out of the Tax Practitioner-Client Relationship
– Better Culture Starts With Better Conversations White Paper
Bill Jozaitis, Constellation
Marty Ulmanis, Mat Holdings
Jen Zimmerman, Walgreens
Moderators:
Brian Kuler, Andersen
Jen Waryjas, Jones Day
3:50 – 4:50 Ethics for Today’s Tax Professional
Dave Hughes, Horwood Marcus & Berk Chartered
Carol Portman, TFI
The goal of this group-live session is to increase participants’ knowledge of state and local taxes and is appropriate for beginning and advanced-level practitioners. There is no preparation required. 6.25 hours of Illinois MCLE and CPE credits with 1 hour Professional Responsibility Credit.
Thursday, June 15
What: TFI’s Annual Meeting
Where: Maggiano’s, 111 West Grand, Chicago
When: Thursday, June 15 (see agenda below)
Who: Greg Hinz from Crain’s Business Chicago
How: Click here to register
TFI is back at Maggiano’s for our 82nd Annual Meeting and we hope you will join us. The agenda includes our usual one-hour Illinois update (CLE/CPE), a high-profile luncheon speaker, and plenty of opportunity to catch up with friends old and new. The details:
10:15 – 11:30 Illinois Update with Carol Portman and Maurice Scholten
12:00 – 1:30 Annual Business Meeting and Luncheon
1:30 – ? TFI Board meeting and social hour, Fado Irish Pub
Wednesday, April 26
Again this year, TFI is thrilled to be part of the annual Business Day held by our friends at the Illinois Manufacturers’ Association and the Illinois Retail Merchants’ Association. We’ll also be meeting separately, with legislative and Department of Revenue updates.
Click Here to Register
President Abraham Lincoln Hotel
701 E. Adams Street
Springfield, Illinois
Board Meeting & Legislative Update: 10:30 a.m.
Luncheon & Program: 12:00 p.m.
Invited Speakers
Governor JB Pritzker
Senate President Don Harmon
Speaker of the House Emanuel “Chris” Welch
Senate Republican Leader John Curran
House Republican Leader Tony McCombie
Panel Discussion: 3:00 p.m.
Illinois Department of Revenue Presentation
Director David Harris, Colin Bowes-Carlson and Alexis Overstreet
Wyndham Springfield City Centre Hotel
Reception: 5:00 p.m.
Includes food, drink, and live music. Members of the General Assembly, legislative staffers, colleagues and friends attend what is usually one of the biggest events of the season.
September 28, 2022, 8:00 a.m. – 4:50 p.m. Central Time
Meridian Conference Center, 1701 W. Algonquin Rd., Rolling Meadows, Illinois
AGENDA
8:00 – 8:30 Registration & Continental Breakfast
8:30 – 9:30 Illinois Updates, From Chicago to Franchise Tax to Recent Cases
Cate Battin—McDermott Will & Emery LLP; Dave Kupiec—Kupiec & Martin LLC; David Machemer—Horwood Marcus & Berk Chartered
9:30 – 10:30 Multistate Update
Doug Lindholm—COST; Nikki Dobay—Eversheds Sutherland LLP
10:30 – 10:45 Break
10:45 – 12:00 Illinois Department of Revenue – Developments and Priorities
Davis Harris, Colin Bowes-Carlson, Brian Fliflet and Rebecca Kulekowskis—IDOR
Moderators: Mary Kay Martire—McDermott Will & Emery LLP; Dave Dorner—Reed Smith LLP
12:00 – 1:30 Luncheon Speaker—Politics and Policy in Illinois
Greg Hinz—Crain’s Chicago Business
1:30 – 2:30 A. Marketplace Mayhem
Jennifer Ardrey—Grant Thornton LLP; Diane Yetter—Yetter Consulting Services
B. Add SALT First: A Recipe for Wholesome M&A
John Wojcik—RSM US LLP; Mike Wynne—Jones Day
C. Credit and Incentives Discussion of Mega Project & Related Legislation
Mike Eickhoff and Clare Walter—Grant Thornton LLP
2:30 – 2:50 Break
2:50 – 3:50 A. The Taxes You Don’t Know, That May Cost You (Often Missed Taxes – Tax Update/Discussion)
John Griesedieck, Drew Olson and John Vann—KPMG LLP
B. State Tax Issues Involving Sale of a Partnership Interest and Update on State Pass-through Entity Tax
Jacob Seitz—Andersen Tax LLC; Mariano Sori—BDO USA LLP
C. Cryptocurrency and NFTs
David Blum—Akerman LLP; Tony Tuths—KPMG LLP; Jen Waryjas—Jones Day
3:50 – 4:50 Ethics for Today’s Tax Professional
Jordan Goodman and Marilyn Wethekam—Horwood Marcus & Berk Chartered
The goal of this group-live session is to increase participants’ knowledge of state and local taxes and is appropriate for beginning and advanced-level practitioners. There is no preparation required. 6.25 hours of Illinois MCLE and CPE credits.
Taxpayers’ Federation of Illinois 81st Annual Meeting
May 11, 2022, 10:15 a.m. Central Time
10:15 Illinois Tax Update
11:30 Reception
12:00 Lunch
Taxpayers’ Federation of Illinois
Spring Meeting
Wednesday, March 30
This year, TFI is combining our traditional legislative conference in Springfield with the annual Business Day held by our friends at the Illinois Manufacturers’ Association and the Illinois Retail Merchants’ Association.
Click Here to Register
Click Here to Book a Hotel Room
President Abraham Lincoln Hotel
701 E. Adams Street
Springfield, Illinois
Board Meeting: 10:30 a.m. – 12:00 p.m.
Luncheon & Program: 12:00 p.m.
Invited Speakers
Governor JB Pritzker
Senate President Don Harmon
Speaker of the House Emanuel “Chris” Welch
Senate Republican Leader John Curran
House Republican Leader Tony McCombie
Panel Discussions
Media Roundtable
Economy & Tax Update
Legislative Panel
Gala Reception: 5:00 p.m. – 8:00 p.m.
The reception includes food, drink, and live music. Members of the General Assembly, legislative staffers, colleagues and friends generally attend the reception.
State & Local Tax Series: Illinois Department of Revenue Panel
September 23, 2021 10:00 – 11:00 a.m. central time
IDOR Director David Harris and members of his senior team as they provide updates and answer your questions.
TFI’s State and Local Tax Series: National Tax Trends
September 30, 2021 10:00 – 11:00 a.m. central time
COST’s Doug Lindholm, and David Brunori of RSM US LLP discuss state and local tax trends in the US.
State & Local Tax Series: SALT-y Ethics
October 7, 2021 10:00 – 11:00 a.m. central time
Jordan Goodman and Marilyn Wethekam at Horwood Marcus & Berk will discuss Illinois and national ethics standards for both attorneys and accountants, and how they come into play in the state and local tax world.
State & Local Tax Series: After the (Illinois) Audit
October 14, 2021 10:00 – 11:00 a.m. central time
A discussion of the appeals options in Illinois, ranging from the Informal Conference Board to the Tax Tribunal to the courts. Hear from true insiders–both the adjudicators and veteran taxpayer representatives.
State & Local Tax Series: Technology for State & Local Taxes
October 28, 2021 10:00 – 11:00 a.m. central time
Anli Chen, Director of Tax Technology and Mark Zurales, State Tax Manager with True Partners Consulting – An introduction to process automation and tax technology tools that can be used to optimize the compliance process.
State & Local Tax Series: States are Flush With Cash, But Will Tax Increases Persist?
November 4, 2021 10:00 – 11:00 a.m. central time
The pandemic has changed many things, but the tension between the desire to provide services and finding a way to pay for it continues. Hear about where things stand, and perhaps some predictions about the future, from multistate experts Joe Crosby and Morgan Scarboro. TFI’s Carol Portman and Maurice Scholten will provide an Illinois update as well.
State & Local Tax Series: Where is the Sale? How to Decide Sales Tax Sourcing for Direct & Marketplace Sales
November 11, 2021 10:00 – 11:00 a.m. central time
A discussion of one of the hottest topics in sales tax–sourcing. Our expert panelists will cover the latest trends and developments from around the country, including the new wrinkles added by Illinois’ Leveling the Playing Field law.
State & Local Tax Series: Income Tax Hot Topics
November 18, 2021 10:00 – 11:00 a.m. central time
Covering two of the hottest topics (and acronyms) in state income tax: WFH and PTE. The pandemic accelerated the work-from-home trend; what have states done in response, and what should employers be thinking about, from an income tax and withholding tax perspective? Entity-level taxes and corresponding owner-level credits have proliferated since the enactment of the SALT cap as part of the TCJA; what has Illinois done, and how do we compare? Our expert panelists (Reagan Aikins from KPMG, Mary Kay Martire from McDermott, Jacob Seitz from Andersen, and Brad Wilhelmson from KPMG) will provide updates and analysis.
State & Local Tax Series: Combined Reporting and Other Income Tax Updates
December 2, 2021 10:00 – 11:00 a.m. central time
Covering some of the latest developments in combined reporting and other state income tax trends. Our expert panelists Breen Schiller from Eversheds Sutherland and Jeff Cook from Grant Thornton have their ears to the ground and will provide updates and analysis.
State & Local Tax Series: Sales Tax on Services
December 9, 2021 10:00 – 11:00 a.m. central time
Covering one of the hottest topics in sales tax: the taxation of services. What does Illinois do, and how do we compare to other states? Hear from our expert presenters, Dave Dorner from Reed Smith and Paul Bogdanski from Grant Thornton.
Taxpayers’ Federation of Illinois 80th Annual Meeting
July 12, 2021, 2 pm Central Time
The 80th Annual Meeting of the Taxpayers’ Federation of Illinois will be held virtually again this year. Please join us at 2 pm central time on Monday July 12 for an update on Illinois taxes and TFI’s activities. Login information is as follows:
https://global.gotomeeting.com/join/493362141
Or dial in: +1 (669) 224-3412 Access Code: 493-362-141
There is no charge for TFI members.
Register for each session by clicking the links below, and come back often as we add more details.
Illinois Department of Revenue Update with TFI
March 30, 2021 10:00 – 11:00 a.m. central time
Director of Revenue, David Harris, Brian Fliflet, Kevin Richards and Richard Sgro, share the latest news, including regulations, legislation, and other Department initiatives.
Redistricting – What Does it Mean for Illinois?
April 20, 2021 10:00 – 10:30 a.m. central time
The redistricting process occurs every ten years, following the census. Hear about the basics, the process, and the problems, from one of the experts working to make improvements. The outcome will have state, local, and national consequences.
Presenter: Madeleine Doubek, Executive Director, CHANGE Illinois
Illinois Pensions – Past and Future
April 28, 2021 10:00 – 10:30 a.m. central time
Eric Madiar and Maurice Scholten discuss the history and future of pensions in Illinois. Eric and Maurice, former members of the Illinois Senate legal staff, are two of the foremost experts on the state’s public pension systems.
Presenters: Eric Madiar, Madiar Government Relations, LLC and Maurice Scholten, Taxpayers’ Federation of Illinois
Legislative Update with Senate President Harmon
May 3, 2021 1:00 – 2:00 p.m. central time
Each year, TFI invites a legislative leader to speak at our spring conference. This year we are honored to be joined (virtually) by Senate President Don Harmon, who will share his perspective on the state of our State and the 2021 spring legislative session. President Harmon’s presentation will be followed by a discussion of pending tax legislation as we head into the final weeks of session.
Presenters: Senate President Don Harmon, TFI President Carol Portman, TFI Legislative Director Maurice Scholten
