Author: Tax Executive Staff

Dallas Chapter
Lends Helping Hands to TEI Annual Conference

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If you’re wondering who could possibly have stuffed all those bags that were handed out at the 70th Annual TEI Conference in Dallas last fall, you’re looking at ’em! Members of the Dallas Chapter helped coordinate the event, down to the little details.      

Atlanta Chapter
Reports on Scholarship Program Awards

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This year marked the eighth successful year of the TEI Atlanta (Georgia) Chapter scholarship program. During this past academic year, the Atlanta Chapter awarded three scholarships of $1,500 each to students studying tax or accounting at a college or university within the metropolitan Atlanta area. The Atlanta Chapter invited the…

Florida Chapter
Hosts U.S. Rep. Vern Buchanan

Earlier this fall, TEI’s Florida Chapter kicked off the fiscal 2015 meeting schedule with U.S. Rep. Vern Buchanan (R-FL) and members of his staff in Sarasota, Florida. Rep. Buchanan is the sole representative from Florida on the U.S. House Ways and Means Committee. The meeting was an informal exchange of…

Emerging Leader: Jacqueline Hart

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“Taxes are inevitable. People complain about them, but many do not understand tax and the ways to manage or minimize tax liability.” With that explanation, it’s easy to understand why Jacqueline Hart chose to go directly into the tax department at Ernst & Young (EY) right after graduating from college.… Read more »

Early Registration Now Available for the 66th Annual TEI Midyear Conference

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The 66th Annual Midyear Conference will take place March 13–16, 2016, at the Grand Hyatt Washington in Washington, D.C. Take advantage of the early registration rates that are available now until February 25. Available Discounts There are discounts available for attendees from the same organization and for first-time attendees. All… Read more »

Emerging Leader: Ralf Thelosen

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Being a tax professional has its ups and downs, as anyone reading this article surely knows. But when it comes to managing the highs and lows of corporate tax practice, Ralf Thelosen should be well-prepared. Having cycled Alpenbrevet in Switzerland, which includes three of the most famous passes in the… Read more »

TEI EMEA Chapter Celebrates Its Fifteenth Anniversary

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  To mark its fifteenth anniversary, the Board, under the leadership of Chapter President Rudolf van Ooijen, organized a special conference in Geneva, Switzerland, where the Europe, Middle East, and Africa (EMEA) Chapter was initially founded. Many past chapter presidents were able to attend, including the first, Lisa Peschke-Koedt. The chapter… Read more »

Rita Makaris

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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 »

San Francisco Chapter
Hosts Annual Chapter Meeting

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  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…