Prepping for Year-End: Internal Control Over Financial Reporting
The Expert: Jennifer Crawford
As year-end approaches, tax departments can already sense the year-end process looming. With limited time to get year-end financials released while maintaining a robust tax control process, it is critical that the tax department prepares well in advance. We reached out to Jennifer Crawford, director at Baker Tilly, to gain…
TEI Submits Comments on Canadian Bare Trust Reporting Rules
On September 11, TEI submitted comments to the Department of Finance Canada regarding proposed amendments to the bare trust reporting rules under Section 150 of the Income Tax Act. TEI’s comments focused on the compliance burden the rules impose on corporate taxpayers and made several recommendations to narrow the scope… Read more »
TEI’s Audits & Appeals Seminar Is Back
TEI’s 2024 Audits & Appeals Seminar, held in September at the Capital One Center in Tysons, Virginia, was a dynamic and highly anticipated event that brought tax professionals together for a deep dive into the rapidly evolving world of tax controversy. After a two-year break, TEI’s flagship seminar returned with… Read more »
TEI Roundtable No. 49: A Look at the TCJA in 2025
With sunsetting provisions on the horizon, taxpayers hope for greater visibility
Editor’s note. This conversation was recorded in August, prior to the U.S. presidential election. Despite the election of Donald Trump in November, uncertainty remains surrounding the Tax Cuts and Jobs Act. No matter how the US election pans out in November, the new administration will have its hands full addressing…
US Election Results Offer Clarity on What May Be Coming
With presidential and congressional victories in the recent US general election, Republicans will be working to enact President-elect Donald Trump’s tax policy priorities. Below is a list of those policy positions that pertain to in-house tax professionals and their businesses. These were sourced from the Tax Foundation’s article, “Donald Trump… Read more »
In Memoriam: Tom Maletta
TEI Past International President Tom Maletta passed away in November. He is survived by his wife, Carol. A member of TEI since 1970, Maletta was a charter member of the New Jersey Chapter and its first president. He also was active in the New York, Pittsburgh, Chicago, Westchester-Fairfield, Atlanta, and… Read more »
Optimizing Your Tax and IT Stack
Tax technology road maps should address stakeholder relationships, tax talent, and risk management
Tax leaders, tax technologists, chief financial officers (CFOs), and chief information officers (CIOs) often ask, How should we upgrade our tax technology? Our response may sound surprising, given that our company is in the business of selling tax software services, but here it is: You will always be in a…
Laura Lu
When Laura Lu was just fourteen years old, she left her home in Shanghai, China, to attend high school at the Emma Willard School in upstate New York. “It was genuinely one of the best experiences I’ve had,” she says. “It was a very small community. There were about 100… Read more »
Beyond the Numbers
Essential soft skills for leading corporate tax departments
What truly distinguishes exceptional tax leaders in today’s market? It’s not just their technical prowess—it’s their mastery of soft skills. This paradigm shift demands a new skillset for tax professionals. Today’s tax leaders are involved in everything from technical oversight, business strategy, C-suite discussions, and cross-functional collaboration to building a…
Continuing Education Calendar
2024 TEI Webinar Series: Ethics CPE for Tax Professionals December 9–12 Virtual Tax Technology Webinar Essentials December 16–19 Virtual 2025 International Course Simulive January 6–February 27 Virtual 76th Midyear Conference March 16–19 Washington, DC Tax Technology Seminar May 5–7 Seattle, WA Federal Tax Course – Level 1 May 19–23 Atlanta,… Read more »
An Overview of the EU Public Country-by-Country Reporting Rules The European Union (EU) has long been at the forefront…
Optimizing Tax Through Structured Data Storage and Data Pipelines In today’s fast-paced digital business environment, tax departments are under…
Preparing Now for 2025 Tax Legislative Activity Editor's note: This article was finalized prior to President Donald…
TEI Roundtable No. 51: The Future Corporate Tax Department As tax moves into the future, in-house professionals are experiencing…
How Tax Insurance Can Be a Valuable Tool for Managing Transfer Pricing Risk in 2025 and Beyond Heightened regulatory scrutiny around the world has made transfer pricing…
TEI to Comment on New Proposed Section 987 Regulations The US Treasury Department and Internal Revenue Service published new…