In accordance with Article V, Section 2, of the By-Laws of TEI, the Institute’s Nominating Committee met on October 27 and nominated the following individuals to serve as officers of TEI for the 2026–2027 fiscal year. … Read more »
From November 17 to 20, TEI hosted its third annual TechTAXcelerate webinar series, an innovative event dedicated to exploring the transformative role of technology and AI in modern tax practices. Over four days, attendees participated in twelve ninety-minute sessions led by industry experts, in-house technology pioneers, and leading vendors. The… Read more »
For nearly twenty years, Christopher DePenti, TEI Cleveland Chapter president, has worked for KeyBank in his hometown of Cleveland. He recounts how, early in his career with the company, he was introduced to TEI by his boss, Toni Mitchell. “As soon as I started working for her, one of the…
Tax insurance has emerged as a cornerstone of corporate tax risk management. Whether companies use it to protect the outcome of a complex M&A transaction, to backstop the eligibility of a tax credit transfer, or to mitigate the risks of an uncertain deduction, tax insurance plays an increasingly vital role…
Upon joining a Big Four firm in Washington, D.C.—then known as the Big Eight—I was introduced to the research credit, which had only recently been established. Its complexity led many attorneys and CPAs in my office to specialize in Internal Revenue Code Section 41, the Credit for Increasing Research Activities.…
2025 2025 Federal Tax Course – Level 1 (Simulive Edition) October 16–November 20 Virtual 80th Annual Conference October 26–29 San Francisco, CA Tax Technology Webinar Series November 17–20 Virtual 2026 US International Tax Course (Simulive Edition) January 21–March 11 Virtual 76th Midyear Conference March 15–18 Washington, DC SALT Essentials Course… Read more »
On August 28, TEI submitted comments to the Canadian Department of Finance regarding Canada’s 2025 pre-budget consultation along with TEI’s ideas for Canadian tax reform. TEI’s letter was prepared under the aegis of its Canadian Income Tax Committee, whose chair is Sandy Shanks. Benjamin R. Shreck, TEI tax counsel, coordinated… Read more »
On September 12, TEI submitted comments to the Canadian Department of Finance regarding proposed legislation that would enhance the Canada Revenue Agency’s audit powers. TEI commented on the difficulties taxpayers would have in handling CRA requests under the new audit powers, the unfairness of newly proposed penalties in many circumstances,… Read more »
In recounting her education, Natalie Friedman points out that she started at Wake Forest University as a history major. “I love learning about history, reading about it, watching the History Channel. But once in classes, I realized that I didn’t like writing about it, especially very long papers,” she laughs.… Read more »
In February, tax professionals from across the country gathered in Seattle for the TEI Tax Technology Seminar—an event that trained a bold spotlight on automation in tax. Among the most dynamic sessions was the automation competition, where ten participating teams showcased real-world tax automation solutions built on modern platforms. The… Read more »
