This past January, Todd A. Lard joined the TEI staff as tax counsel in Washington, D.C. He will support the advocacy and educational activities of TEI’s State and Local Tax Committee, whose priorities include legislative, administrative, and judicial advocacy involving complex state and local tax issues affecting businesses. Lard will… Read more »
In the current business environment, the only constant in the face of major economic and societal shifts is dynamic change. As companies forge ahead, their tax departments increasingly lead the way in sustainably transforming their business models and their digital and strategic footprints. Tax leaders are remaking their technology infrastructures…
Diversity and inclusion (D&I) is one of the leading initiatives recognized by corporate tax and accounting firms and professionals, spurring several firms to conduct studies on the issue over the past few years. Bloomberg Tax’s recent report, Diversity and Inclusion Study: The Struggle to Meet D&I Goals, includes data from… Read more »
In 2021, TEI launched a comprehensive Corporate Tax Department survey that highlights tax department makeup, budgeting, responsibilities, technology, and more. This survey is meant to enable tax professionals to more effectively benchmark those issues moving forward. TEI conducted similar surveys in 2004–2005 and 2011–2012, and the latest report includes insights… Read more »
A great teacher can often make an epic difference in your life. Just ask Walter Doggett, the executive tax director of E*Trade Financial Corporation and incoming TEI international secretary. While attending the University of Virginia, Doggett took elective tax courses from David LaRue, an experience that greatly influenced his future… Read more »
Welcome to the latest installment of Advocacy Agenda, a periodic column in which I share select insights and observations of interest to TEI members about the tax policy advocacy environment in Washington, D.C. My last column, in the July/August 2021 issue of Tax Executive, attempted to set the scene for… Read more »
We’re just a few months into 2022, but already we’ve had some terrific successes I want to tell you about. Midyear Conference First, as you read this, we’re on the verge of holding our second major hybrid event, TEI’s 72nd Midyear Conference, themed Tax Reform Redux—Seizing Opportunities and Mitigating Risks.… Read more »
Obtaining and retaining the best talent for your team has been an ongoing battle for hiring managers for many years now, but with the complexity that COVID has brought, accompanied by “the Great Resignation,” this challenge has become even more difficult. Question: How has the pandemic changed hiring, and what…
For more than forty-five years, TEI’s weeklong courses have been a cornerstone in the training of rising corporate tax professionals. These moderately priced courses are well attended because they pay for themselves many times over and are widely considered the best value for company dollars spent on training. Beginning on… Read more »
The past two years have highlighted the importance of an agile tax function that can operate seamlessly, whether remotely or in person. TEI’s fourth annual Tax Technology Seminar will address this pressing need May 2–3. This year’s seminar will be held at the San Francisco Marriott Marquis hotel and will… Read more »
