Date

Start Date:
5/7/2025
Start Time:
8:30 AM
End Time:
3:15 PM

Location

Meridian Banquet & Conference Center
1701 W Algonquin Road
Rolling Meadows, IL 60008
Get Directions

Contact

Name:
Tiffany Frazier
Phone:
(202) 484-5225
Email

Presenting an update on significant state tax issues with an emphasis on the Mid-West States: Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, Ohio and Wisconsin.

Great opportunity to network with your Chicago and surrounding area state and local tax peers.

Agenda

AGENDA:

Welcome & Introductions
Karl Frieden, COST
Darren Lebiecki, The Kraft Heinz Company/Chicago Tax Club
Marilyn Wethekam, COST

National Legislation and State Tax Policy Matters Update with a Focus on the Midwest Region
This session will cover significant recent state tax legislative, regulatory and policy developments across the country, but with special attention to the Midwest states.
Marilyn Wethekam, COST – Moderator
Joe Carr, BDO USA, P.C.
John Gibboney, BDO USA, P.C.
Katie Girmscheid, BDO USA, P.C.
Tim Schram, BDO USA, P.C.

National Judicial Update and Discussion of State Tax Cases
Hear the speakers debate and discuss the leading state tax issues in litigation around the country and what the litigation means to your company.
Karl Frieden, COST – Moderator
Chris Lutz, Jones Walker LLP
Alysse McLoughlin, Jones Walker LLP
Katie Quinn, Jones Walker LLP

Hot SALT Topics
This session will cover a variety of latest SALT developments and key issues in SALT.
Kim Capizzi, BDO USA, P.C.
Chris Lutz, Jones Walker LLP
Alysse McLoughlin, Jones Walker LLP
Jim San Fillippo, BDO USA, P.C.
Katie Quinn, Jones Walker LLP

Lunch – With Guest Speaker

Additional Information

  • Registration Fee - $55.00 for Chicago Tax Club & COST Member Companies and $110.00 for non-member Companies payable in advance of the meeting.
  • Please note that pre-registration ends on May 2nd; thereafter, only cash/checks will be accepted on the day of the meeting for the registration fee.
  • This seminar is open to members of the Chicago Tax Club, members of COST and other tax professionals from non-member companies.
  • Dress for the meeting is business appropriate.
  • CLE/CPE credit available.