Field(s) Of Study:
Level of Knowledge:
ICPAS Fox Valley Chapter
Illinois State Tax Update
2.0 hours of CPE and 2.0 hours of CLE have been applied
Time: Breakfast and registration from 7:30 am - 8:00 am, CPE from 8:00 am -
Cost: $40.00 in advance, $45.00 at the door and includes buffet
Registration: Make your check payable to “Fox Valley Chapter ICPAS” and send
to: Jan Soeldner CPA MST, 1916 Northfield Court, Naperville, IL 60565. If you
have any questions, contact Jan at [email protected] or (630)
Client Tax Fraud – A Practical Guide for Protecting Your Rights
Brain Trust - Practice Management
Eric is a Managing Director in BDO’s State & Local Tax services practice.
He has over 25 years of experience that includes sales/use tax consulting,
planning, and advocacy engagements.
Eric’s sales/use tax consulting practice includes advising clients on states’
power to tax (nexus), taxability of sales/use/lease transactions,
exemptions/credit review, responsible person liability, and transaction
structuring and planning. Eric assists clients quantify and remediate
potential sales/use tax exposures. He also performs state tax due
diligence on buy and sell-side deal transactions, and he assists clients defend
sales/use tax audits.
Eric is experienced in sales/use tax matters nationwide, including Chicago,
Illinois, where he is based. Eric has represented clients in industries
including finance and leasing (including aircraft, railcars, vehicles, vessels),
SaaS, professional services, construction, manufacturing, retailing (including
direct sales marketing), and wholesaling.
Prior to joining BDO, Eric worked at PwC where he managed a team that
provided sales/use tax and personal property tax consulting services to GE
Capital’s various lending and leasing businesses. Prior to joining PwC,
Eric worked in-house at GE Capital, as well as Navistar, a Fortune 500
commercial truck manufacturer. Eric’s state tax career also includes over
12 years practicing law at Horwood, Marcus & Berk, a Chicago-based law firm,
where he represented clients nationwide.
Eric has presented sales/use tax seminars before various organizations,
including the Illinois CPA Society’s Fox Valley Chapter, the American Bar
Association, the Institute for Professionals in Taxation (IPT), and the Chicago
Tax Club. As an adjunct professor, Eric has taught tax and accounting
classes at various Chicago colleges. He is also the co-author of “State
and Local Taxation: Power to Tax,” published by the Illinois Institute for
Continuing Legal Education.