The Fringe Benefit Rules Applicable to Protecting Executives
What security measures are excludable from executives’ income?
Since the 2024 murder of Brian Thompson, the CEO of UnitedHealth Group’s insurance division, employers are reexamining their corporate security policies, which are designed to protect employees, including executives, from harm. The law is clear that the value of personal protection benefits provided to employees may be excluded from income…
TEI Holds Liaison Meeting With the British Columbia Ministry of Finance
Members of TEI’s Canadian Commodity Tax Committee met virtually with the British Columbia Ministry of Finance on June 23. In addition to addressing requests for updates on questions from past liaison meetings, the meeting included a discussion about audit issues and opportunities to improve BC’s competitiveness through consumer taxation-related initiatives,… Read more »
Bookending the TEI World Tour
In June, TEI International President Josephine Scalia visited Europe, where she connected with the TEI EMEA Chapter leadership team. In the photo above, from left to right, she appears with Sarah Williams (2024–2025 EMEA Chapter president), Gaia Fraschetti (2025–2026 EMEA Chapter president), and Karine Halimi-Guez (EMEA Chapter board member). In addition,… Read more »
Acknowledgments
TEI gratefully acknowledges the support of its sponsors. Their financial support enables TEI to maintain a rich program of value-added education, networking, and advocacy activities for the in-house tax community. Exclusive Affinity Partner Thomson Reuters Platinum Andersen BDO Birch Risk Advisors Bloomberg Tax CAC Specialty Crowe LLP CSC Corptax Deloitte… Read more »
Continuing Education Calendar
2025 Pillar Two Webinar Series September 9–11 and 16–18 Virtual 2025 Federal Tax Course – Level 1 (Simulive Edition) October 16–November 20 Virtual 80th Annual Conference October 26–29 San Francisco, CA Tax Technology Webinar Series November 17–20 Virtual 2026 76th Midyear Conference March 15–18 Washington, DC Tax Technology Seminar… Read more »
Congratulations to TEI’s 2024–2025 Meritorious Service Award Recipients
TEI would like to thank the following members for their outstanding service to the Institute and its chapters over the past year. The Meritorious Committee Service Award recognizes members for their outstanding contributions to the Institute through involvement with a committee. The Meritorious Chapter and Region Service Award recognizes members… Read more »
Bethany Mesko
Denver Chapter
When Bethany Mesko enrolled as an undergraduate at Wayne State University, her declared major was mechanical engineering. “I was strong in math and science, so my rationale was that engineering would be a good pick,” she says. However, her experience in an introductory accounting class changed her trajectory. “I had…
TEI Submits Comments on Proposed Section 899 Impact on Canadian Companies
On June 6, TEI submitted comments to the Canadian Prime Minister and Minister of Finance regarding proposed new Code Section 899 of the One Big Beautiful Bill Act. Section 899 would impose retaliatory US taxes on companies and individuals from countries that impose certain “unfair” taxes on US companies and… Read more »
Report on the Future of Professionals
This summer, Thomson Reuters released its Future of Professionals Report 2025, which “highlights a new divide among organizations: Those that adopt an AI strategy and those that do not,” says Steve Hasker, president and CEO of Thomson Reuters, in the report’s foreword. The report shows that organizations with clear AI… Read more »
TEI Roundtable No. 53: Using AI for Tax Law Research
How tax professionals can thoughtfully leverage—and embrace—the acceleration of artificial intelligence
As artificial intelligence continues its scorching rise, in-house tax professionals are turning to it more frequently to gain workflow efficiencies. One particular area in which AI can do just that is tax law research—if done with human oversight. Using AI for research requires careful attention to detail and knowledge about…
AI in the Tax Department: Getting Tax a Seat at the Table Artificial intelligence (AI) is reshaping business functions rapidly, yet many…
Planning for IRS Audits in an Era of Uncertainty In its ongoing crusade against so-called “basis-shifting” transactions, the Internal…
Transfer Pricing and Valuation in Financial Transactions Business transactions such as mergers, acquisitions, and reorganizations often necessitate…
TEI Roundtable No. 53: Using AI for Tax Law Research As artificial intelligence continues its scorching rise, in-house tax professionals…
TEI Roundtable No. 52: FASB Accounting Standards Update 2023-09—Income Taxes (Topic 740) As financial reporting evolves, the Financial Accounting Standards Board (FASB)…
Andreia Verissimo Andreia Verissimo, the senior manager for US tax policy at…