Author: Mitchell Trager

See You Later

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This is my last letter to you as TEI’s international president. It has been my privilege to lead this incredible organization for the 2021–2022 fiscal year. I want to thank TEI members, staff, sponsors, and officers for their support during my tenure. I am writing this letter in May, since… Read more »

New Staff Members Join TEI

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We are excited to announce two additions to the TEI staff. Tanya Coogan Tanya Coogan joined the staff as TEI’s new director of membership and chapter relations. She will support the Institute’s ongoing efforts to provide service to its members and chapter network. Coogan will direct the membership recruitment and… Read more »

New TEI Tax Technology Committee

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Responses to TEI’s recent Corporate Tax Department Survey indicate that corporate tax departments rate their advancement and adoption of technology at 5.8 on a scale of 10. Yet most respondents want to increase their use of tax technology. To help members transform their use of technology, TEI has created a… Read more »

TEI Roundtable No. 38: The Tax Department of the Future
The more things change (and they definitely are changing), the more things will change some more

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  What does the tax department of the future look like? Not easy to predict, right? At the TEI Midyear Conference, we gathered a stellar panel to discuss crucial questions that impact every Institute member. Below is an edited transcript of half of that discussion, but not to worry. You…

Patrick Connolly
Asia Chapter

Patrick Connolly, Asia senior tax director at Jabil Circuit (Singapore) Pte. Ltd. and president of TEI’s Asia Chapter since July 2021, wanted this chapter to stay as active and relevant as possible during the pandemic while still adhering to safety standards. “I think that, despite the rigorous COVID restrictions, we…

Acknowledgments

TEI gratefully acknowledges the support of the following firms sponsoring TEI’s 2022 Tax Technology Seminar. 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 Alteryx BDO Bloomberg Tax & Accounting CFO Services… Read more »

Daniel Smith
Silicon Valley Chapter

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Where do you think the president of TEI’s Silicon Valley Chapter works? If you guessed Google, you’d be right—as long as you didn’t google it first. Daniel Smith, head of the Silicon Valley Chapter since July 2021, has successfully navigated pandemic concerns in the months since assuming the presidency of…

Continuing Education Calendar

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2022 Tax Technology Seminar May 2–3 San Francisco, CA TEI Region 1 Virtual 54th Canadian Tax Conference May 2–3 Virtual TEI Region 9 Virtual Conference May 11 Virtual TEI Region 10 42nd Annual Conference May 16–18 La Jolla, CA TEI Region 8 Annual Conference Event June 8–12 Hilton Head Island,… Read more »

TAA in 2022

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Last fall, the New York State Society of Certified Public Accountants released results from a survey about tax analytics and automation (TAA). The survey aimed to gather data about and insights into the benefits, applications, integration, obstacles, and regulatory environment surrounding TAA technologies. Although it appears that the in-house tax… Read more »