Rita Makaris’ memory of her college tax course is vivid—and not particularly positive: “All I remember was how frustrating it was—nothing but rules with exceptions and exceptions to the exceptions.” But thirty years later, after an incredibly successful career in tax, Makaris, senior tax manager and assistant firm-wide controller at… Read more »
The San Francisco TEI Chapter hosted about forty attendees at its annual meeting at the San Francisco Marriott Union Square in June. Speakers included Fiona Ma, CPA board member from the California State Board of Equalization, who updated on current and future California tax trends. Nutritionist, neuroscientist, and author…
The TEI Region VII 2015 Annual Conference, held in June at the Westin Hilton Head Resort in South Carolina, drew more than 100 members, 115 family members, and 100-plus sponsors and speakers, including TEI members from other chapters. Highlights included: Legislative update by Kevin Levingston (PWC) and Bob Adams…
TEI Regions V and VI joined forces for the fifteenth TEI/IRS Liaison Meeting in Austin, Texas, in May to facilitate effective communications between TEI member companies and regional IRS personnel and to provide tax professionals with enhanced IRS audit knowledge. Thirty-two TEI members and nine IRS participants represented both…
For the first time in a decade, Region III held a tax conference at the Foxwoods Resort & Casino in Ledyard, Connecticut. The two-day event was co-sponsored by Deloitte and Jones Day. More than thirty speakers presented international, federal, state, and local issues to more than 100 members and guests.
TEI Region I’s three-day 49th Annual Canadian Tax Conference at the Chateau Laurier in Ottawa in May provided technical sessions and panels with representatives from the Canada Revenue Agency (CRA) and Department of Finance (DOF). CRA’s income tax panel featured Mickey Sarazin, director general, Income Tax Rulings Directorate; Randy Hewlett,…
The New England TEI chapter’s annual All-Day Conference on May 15 featured tax technical sessions and networking opportunities. More than 175 TEI members and nonmembers attended. Fourteen vendor–sponsors showcased their talents. The event covered mobile workforce, SALT updates, BEPS, career development, and a Washington update. Technical experts provided professional development…
The Houston TEI Chapter awarded annual spring scholarships for $1,500 to five students completing programs with a taxation specialty: Kelsey Walker, South Texas College of Law; Rachel Weeks, Texas A&M University, May Business School; Whittney Richardson, Texas Southern University, Thurgood Marshall School of Law; Louis Sabido, University of Houston,…
At TEI’s Annual Meeting of Members on August 11, the 2015–16 international president was sworn in, and the transition to the new Executive Committee took place. C.N. (Sandy) Macfarlane is now the international president; Janice Lucchesi, senior vice president; Robert Howren, secretary; and James Silvestri, treasurer. The remaining Executive Committee… Read more »
John Schoenecker joined the TEI legal team as tax counsel in early August. A trial attorney with the tax division of the U.S. Department of Justice for almost eight years, John has litigated a broad range of tax matters, including those related to foreign tax credits, tax shelters, enforcement, and… Read more »
