Marilyn A. Wethekam is a partner at Horwood Marcus & Berk, Chartered in Chicago. Ms. Wethekam co-chairs the firm’s nationally recognized multistate State and Local Tax practice. She has a national SALT practice representing multistate and multinational corporations in all areas of state tax. In 2010 she was named as the second recipient of the Council on State Taxation’s Paul Frankel Excellence in State Taxation Award. She received the 2012 Bloomberg BNA, Frank Latcham Award for Distinguished Service in State and Local Tax Law and was named one of the 2016 Outstanding Women in Tax by Tax Notes.
Ms. Wethekam advises her clients on multistate tax issues that involve income, franchise and transaction taxes. Her eighteen years of corporate tax experience with Mobil Oil Corporation and Montgomery Ward & Co. provide her with an understanding of the complex issues encountered by multistate and multinational corporations. This understanding allows her to develop innovative solutions for multistate tax issues as well as the practical resolution of multi-jurisdictional tax disputes. She has formulated multistate audit strategies, drafted legislation, and represented multistate and multinational corporations in income, franchise, transactional tax matters in more than thirty five states. In addition, she has worked with clients to develop organizational structures that incorporate both an understanding of the business needs and address tax burdens.
Ms. Wethekam is a frequent speaker before such groups as the Council on State Taxation (COST), Georgetown University Institute on State and Local Taxation; The Paul J. Hartman State Tax Forum; Tax Executives Institute; and the Institute for Professionals in Taxation (IPT). She is on the Steering Committee for IPT’s State Business Income Taxation book.
Education:
LL.M., John Marshall Law School (1983)
J.D., Chicago-Kent College of Law, Illinois Institute of Technology (1978)
B.A., Political Science, Loyola University (1973)
Bloomberg Tax Management Portfolios
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Sales and Use Taxes: The Machinery and Equipment Exemption (Portfolio 1330)
This Portfolio discusses sales and use tax incentives for machinery and equipment used in manufacturing operations.
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Sales and Use Taxes: Drop Shipment Transactions (Portfolio 1340)
This Portfolio analyzes the general issues that arise from drop shipment transactions, transactions which generally involve three parties, a customer, retailer and a third party supplier who is directed to deliver the goods directly to the customer