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
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
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 »
Mary Jones
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 »
TAA in 2022
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 »
You’ve Been Served: Defending Against a State Tax Class Action
Are you prepared for this rising threat to your business?
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…
Celebrating Our 72nd Midyear Conference Success
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 »
In Memoriam: Charles W. Shewbridge III
“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 »
New Group Pricing Structure One of my key goals for the 2025–2026 fiscal year…
Corporate Apportionment of Partnership Income A decision issued by the Virginia Court of Appeals, FJ…
Certainty by Design Tax executives operate in a world where material transactions cannot…
The Supreme Court Ruling and the Potential for Tariff Refunds: Their Impact on Transfer Pricing When the United States introduced reciprocal tariffs in April 2025,…
2026 State Tax Changes According to the Tax Foundation, forty-three states made significant changes…
The Price of Regulatory Certainty Prior to the Inflation Reduction Act (IRA) of 2022, transferability…