Location

The Meridian Conference Center in Rolling Meadows offers on site parking free of charge. A block of rooms has been reserved for conference guests at Marriott Courtyard Chicago Arlington Heights South, located at 100 West Algonquin Road, Welcome to Our Arlington Heights, Illinois 60005. For hotel accom- 19th Annual Conference modations, call Tracy Scaduto at 217.522.6818 by September 4.

Thank you Illinois This year, our conference will focus Platinum Sponsors on technical tax and policy developments Abbott Laboratories State and Local Baker & McKenzie LLP in Illinois, plus provide updates to changes Caterpillar Inc. occurring in other states. The speakers for Crowe LLP Tax Conference Deere and Company the State and Local Tax Conference are Deloitte Tax LLP some of the leading experts on state and DuCharme McMillen & Associates Inc. local tax issues. A basic understanding Ernst & Young LLP Grant Thornton LLP September 20, 2018 of state tax concepts acquired through KPMG LLP work preparedness is recommended as a McDermott Will & Emery LLP prerequisite. No advance preparation is Plante Moran 8:00 a.m. - 4:50 p.m. PwC needed. NASBA approved delivery method Reed Smith LLP Ryan LLC for all sessions is Group Live. Field of

Sidley Austin LLP onference Meridian Conference Center Study–Taxes-Technical and Legal Ethics. State Farm Insurance Companies Program Level–Intermediate. Union Pacific Corporation 1701 W. Algonquin Road C Rolling Meadows, Illinois

Gold Sponsors All day attendance at this conference AbbVie Inc. will provide up to six hours of Andersen Tax LLC BDO USA LLP MCLE and CPE credits. Kirkland & Ellis LLP Earn up to ax True Partners Consulting LLC 6 MCLE/CPE Credits The conference will be held

Silver Sponsors T at the Meridian Conference Center, Allstate Insurance Company 1701 Algonquin Road Horwood Marcus & Berk Chartered in Rolling Meadows, Illinois. RSM US LLP axpayers The Taxpayers’ Federation of Illinois is registered with the Na- T ’ tional Association of State Boards of Accountancy (NASBA) as a ederation sponsor of continuing professional education on the National F Registry of CPE Sponsors. State boards of accountancy have final of Illinois authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to www.iltaxwatch.org

the National Registry of CPE Sponsors through its website: Springfield, Illinois 62703 www.learningmarket.org. A Suite Street, Vine 430 East Taxpayers’ Federation of Illinois 19th Annual State and Local Tax Conference Schedule Registration

Please register by Monday, September 17, 2018. Mail completed form to TFI, 430 East Vine Street, Suite A, 8:00–8:30 a.m. 12:00–1:30 p.m. C. Lightning Round Springfield, IL 62703 or email to kellie@iltaxwatch. MODERATOR: org. Request for refunds must be received in writ- Registration Lunch Scott Heyman, Partner, Sidley Austin LLP - Chicago ing by September 17, 2018. Please contact the Fed-

Greg Hinz eration office for more information regarding refund, Crain’s Chicago Business Franchise Tax complaint and program cancellation policies. Flash

8:30 a.m. Roman Patzner, Associate, State & Local Tax, drives will be provided for the presentations. Contact Baker & McKenzie LLP - Chicago us regarding special meal requests for the luncheon. Welcome 1:30–2:30 BREAK-OUT SESSIONS Carol Portman, President, Non-Combination Taxpayers’ Federation of Illinois A. Technology and Taxes—From Both Sides Jason Fletcher, SALT Senior Manager, Marty Johnson, Acting Chief Economist, Ernst & Young LLP - Chicago Name Illinois Department of Revenue Unclaimed Property Troy Wangen, Director, Unclaimed Property, Company 8:30–10:30 GENERAL SESSION Angela Myers, Principal, Tax Technology, Ryan LLC - Chicago True Partners Consulting LLC - Chicago Illinois Update Federal Tax Reform Address President, Carol Portman, B. Partnerships—New Answers, New Questions Scott Schiefelbein, Managing Director, Taxpayers’ Federation of Illinois City, State, Zip Brad Wilhelmson, Senior Manager, State & Local Tax, Deloitte Tax LLP - Portland Oregon KPMG LLP - Chicago Phone Multistate Musings John Wojcik, Partner, RSM US LLP - Schaumburg 3:50–4:50 Doug Lindholm, President & Executive Director, Ethics in the Age of Streeeeetching the Truth Email Council on State Taxation - Washington DC C. Sales Tax Hot Topics Brian Pomis, State & Local Tax Partner, Jordan Goodman, Partner, Grant Thornton LLP - Chicago (It Isn’t All About Wayfair) Horwood Marcus & Berk Chartered - Chicago Eric Fader, Managing Director, BDO USA LLP - Chicago David Machemer, Partner, Fees and Payment Bill Gannon, Director-Indirect Tax, Horwood Marcus & Berk Chartered - Chicago So Wayfair Happened—What’s Next? GATX Corporation - Chicago , Partner, Cate Battin Carrie Merickel, Senior Manager, Costs are as follows: McDermott Will & Emery LLP - Chicago Andersen Tax LLC - Chicago $295 for each of the first two registrants from a Fred Marcus, Partner, Tax Advisory Committee Members TFI member firm Horwood Marcus & Berk Chartered - Chicago $195 for subsequent registrants up to five Cate Battin, McDermott Will & Emery LLP Mike Wynne, Partner, Jones Day - Chicago $150 for registrants in excess of five 2:30–2:50 Ted Bots, Baker & McKenzie LLP Mike Brown, Abbott Laboratories $445 for first registrant from a non-member 10:30–10:45 Break Christina Edson, True Partners Consulting LLC $345 for subsequent registrants from non-members Owen Evans, Ryan LLC Break Jason Fletcher, Ernst & Young LLP Scott Heyman, Sidley Austin LLP Check mailed to Taxpayers’ Federation of Illinois 2:50–3:50 BREAK-OUT SESSIONS Shawn Kane, Crowe LLP Credit card VISA MasterCard Discover AmExp 10:45–12:00 GENERAL SESSION A. Alternative Apportionment After David Kupiec, Kupiec & Martin LLC Non-Combination Repeal, and Other Questions Fred Marcus, Horwood Marcus & Berk Chartered Illinois Department of Revenue— Todd Maynes, Kirkland & Ellis LLP Card number Brian Myers, SALT Director, Crowe LLP Mark Miller, DuCharme McMillen & Associates Inc. Developments and Priorities Julie Townsley, Senior Manager, Indirect Tax, Drew Olson, KPMG LLP Expiration date Connie Beard, Director, IDOR Ernst & Young LLP - Chicago Mark Dyckman, General Counsel, IDOR Dorice Pepin, Andersen Tax LLC Alana Reimer, State Farm Insurance Companies Brian Fliflet, Deputy General Counsel, Income Tax Name on card B. Audits and Beyond—Tips, Traps, and War Mariano Sori, BDO USA LLP Policy, IDOR Jo Ellen Stock, Union Pacific Railroad Billing Address Dan Hall, Audit Bureau Program Administrator, Stories Mike Gamboa, Tax Senior Manager, Crowe LLP Rick Strohmaier, Grant Thornton LLP IDOR Ana Tigera, Allstate Insurance Company , Partner, Mary Kay Martire Chris Tobin, PwC MODERATORS: McDermott Will & Emery LLP - Chicago Brian Walsh, Deloitte Tax LLP Email Receipt David Kupiec, Managing Partner, Ana Tigera, Tax Director, Archana Warner, Exelon Corporation Kupiec & Martin LLC - Chicago Allstate Insurance Company - Northbrook Mike Wynne, Jones Day Mike Lovett, Director, PwC - Chicago Jawad Zayed, AbbVie Inc.