Can tax be a refuge from other academic pursuits? For Mary Jones, director of benefits taxation at Microsoft Corporation, it was. “I fell into the tax space as I was trying to escape litigation and employment law and found the benefits group at an employment law firm with which I… Read more »
An email comes from the general counsel: your company has been sued by a customer who alleges that the company systematically overcharges sales tax.1 The complaint—the legal document that starts the lawsuit—contains multiple counts for various violations of state statutes and common law doctrines and demands damages, attorney’s fees, and…
We hoped that our Midyear Conference would be a huge success this year, and we were certainly not disappointed. In fact, the quality of the content and the attendance numbers exceeded our expectations. Limited space prevents me from enumerating all the fantastic plenary and breakout sessions at the meeting, but… Read more »
“Sometimes, everything comes together.” That tagline from a turn-of-the century Volkswagen commercial was how Charles W. Shewbridge III, TEI’s 1999–2000 international president, chose to open the annual report that summarized his year in office. Shewbridge, who died in Blowing Rock, North Carolina, on February 3, was a forty-year member of… Read more »
The US energy industry has faced many challenges in its history, from boom-and-bust oil prices to pressures from overseas oil producers to domestic government regulations. Today the industry continues to confront its share of challenges, including pressures to transition from fossil fuels to alternative renewable energy sources such as wind,…
The Government Accountability Office (GAO) is reviewing the alternative dispute resolution programs currently available in IRS Appeals and has asked TEI to assist in the process. TEI is assembling feedback regarding: experiences that led to satisfaction or dissatisfaction with ADR processes; views of why taxpayers might not be taking greater… Read more »
The legendary ancient Chinese general Sun Tzu has influenced Eastern and Western military thinking, coaching strategy, and now research tax credits.1 Some may consider the Internal Revenue Service a nemesis, but perhaps your own battle is to gather the necessary data or documentation to calculate and support the credit. To…
Deborah K. Gaffney TEI presented the Distinguished Service Award to Deborah K. Gaffney, TEI’s director of conference planning for thirty-five years until her retirement, at TEI’s Midyear Conference. The award recognizes outstanding service to TEI and the tax community. In his nomination of Gaffney for the award, TEI’s international president,… Read more »
All tax departments either have begun or should be beginning the exciting and game-changing journey to automate their operations. But what does this really mean, from a practical budgetary perspective and from a mission-driven one? To find out, we interviewed two professionals in this arena, Mindy McGlaughlin, CPA and director… Read more »
There’s no turning back when it comes to digital transformation in the tax space. But are you prepared to deal with it head on? To get a professional perspective, we turned to an expert who’s been navigating this digital sea change from its beginnings. Satnam Singh, chief product officer for… Read more »
