Events

September 28, 2022, 8:00 a.m. – 4:50 p.m. Central Time
Meridian Conference Center, 1701 W. Algonquin Rd., Rolling Meadows, Illinois

 

Registration Form

 

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

 

Online pdf registration form


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 Dan McConchie
House Republican Leader Jim Durkin

 

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.

Watch recording here


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.

Watch recording here


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.

Watch recording here


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.

Watch recording here


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.

Watch recording here


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.

Watch recording here


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.

Watch recording here


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.

Watch recording here


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.

Watch recording here


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.

Watch recording here


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

Legislative Update & Agenda


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.

Watch a recording here


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

Watch a recording here


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

Watch a recording here


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

Watch recording here


The 2020 State and Local Tax Conference is being held virtually in a series of webinars.   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.

 

National State & Local Tax Update 

September 22, 2020   10:00 – 11:00 a.m. central time

 

Presenters: Doug Lindholm, COST and Fred Marcus, Horwood Marcus & Berk Chartered

Watch a recording here


Illinois Department of Revenue Update

September 29, 2020  10:00 – 11:30 a.m. central time

 

Director Harris will be joined by members of his senior team, including Brian Fliflet, Dan Hall, Roger Koss, Max Letterly, Jim Nichelson, and Kevin Richards

Copy of Director Harris’ Presentation

Watch a recording here


Apportionment: Still Crazy After All These Years

October 6, 2020  10:00 – 11:00 a.m. central time

 

Presenters: Korwin Roskos of Andersen Tax, Breen Schiller of Eversheds Sutherland, and Mike Wynne of Jones Day.

Watch a recording here


Marketplaces and More: Illinois’ New Sales Tax Laws and the National Landscape

October 13, 2020   10:00 – 11:30 a.m. central time

A discussion of the hottest topic in sales taxes. Even if you don’t operate a marketplace, or make sales or purchases on one, you might still be impacted by these major changes. Hear behind-the-scenes stories about the enactment of Illinois’ new “Level the Playing Field for Illinois Retailers” Act, an up-to-the-minute report from the Department of Revenue as they prepare to implement the next round of changes in January (and hear about how the 2020 changes are going), and then a thorough presentation on Illinois’ law and those in place around the country.

 

Presenters: Brad Cole, Executive Director, Illinois Municipal League; Rob Karr, President and CEO, Illinois Retail Merchants Association; Jerilynn Gorden, Deputy General Counsel, Illinois Department of Revenue; David Kupiec, partner (and TFI Board member), Kupiec and Martin; and Mark Yopp, partner, Baker & McKenzie (TFI sponsor).

Watching a recording here


October 20, 2020 No Session—COST Annual Meetin


Income Tax Issues for 2020 and Beyond  

October 27, 2020   10:00 – 11:00 a.m. central time

2020 has brought about many changes, and the state income tax world has not been immune. Join TFI and our panel of experts as we explore some of the issues being raised as taxpayers navigate the “new normal”. What are the consequences, to employers and employees, of working from home? How are states handling CARES Act conformity? What is happening in the M&A world? Learn what questions to ask, and hopefully a few answers.

 

Presenters: Hal Brown, PriceWaterhouseCoopers; Brian Pomis, Grant Thornton; and Richard Silverman, Sidley Austin.

Watch a recording here


Illinois Property Taxes–Something For Everyone

November 3, 2020 10:00 – 11:00 a.m. central time

Everyone hates property taxes, or so it seems. Learn how Illinois compares to other states, how our system works from soup to nuts, and hear about today’s hot topics from some of the state’s leading property tax practitioners.

 

Presenters: Whitney Carlisle, O’Keefe, Lyons & Hynes; Mark Davis, O’Keefe, Lyons & Hynes; Mike Klemens, KDM Consulting Inc.; Tim Moran, Schmidt, Salzman & Moran.

Information re Cook County COVID adjustments

Watch a recording here


2020 Election Debrief: What Does it Mean for State Taxes in Illinois and Nationwide 

November 10, 2020  10:00 – 11:00 a.m. central time

The votes have been cast, and (mostly) counted. How will the outcome impact taxpayers, in Illinois and around the country? Hear reports on the results, and predictions for the future, from TFI’s team and from national experts.

 

Presenters: Carol Portman and Maurice Scholten, Taxpayers’ Federation of Illinois; Jared Walczak, Tax Foundation; David Brunori, RSM.

Watch a recording here


Handling Tax Controversy to Win

November 17, 2020  10:00 – 11:00 a.m. central time

Tax audits are a fact of life. Our savvy veterans will provide practical guidance for making sure the process goes smoothly, and that the outcome is as favorable as possible. This session is more relevant than ever–governments are feeling enormous fiscal pressure, and handling tax controversies in a remote working environment brings a whole new set of concerns. Don’t miss out!

 

Presenters: Cate Battin and Steve Kranz, McDermott Will & Emery; Bob Kolosky, RSM.

Watch a recording here


November 24—No session.  Happy Thanksgiving!


Local Taxes: Updates from Chicago and Around the Country

December 1, 2020  10:00 – 11:00 a.m. central time

Local taxes can mean big headaches and big liabilities. Hear about the latest in Chicago directly from City officials, and about developments and trends throughout the state and country from our experts.

 

Presenters: Jennie Huang Bennett, Weston Hanscom and Brian Carlson, City of Chicago; Eric Fader, BDO; Mary Kay Martire, McDermott, Will & Emery

Watch a recording here


Ask the Experts

December 8, 2020   10:00 – 11:00 a.m. central time

We’ve invited all of our past speakers to join us, and several of them have exciting updates to share during short presentations over the course of the hour.  You will have the opportunity to chat one-on-one or in small groups.

Link to join session