IRS Transcripts
The Experts: Alina Solodchikova, Mary Slonina, and Whitney Brady
Internal Revenue Service tax transcripts can be a valuable tool when a tax professional is amending a tax return, filing a tentative claim for refund, verifying entity elections, tracking payments and credits, monitoring the IRS’ processing of filings, and determining information about an entity, like its filing status and the…
TEI Roundtable No. 29: The Evolving Dynamic in IRS Appeals
There’s a blurring of the lines between Exam and Appeals
Every TEI member knows that a critical part of tax administration is the Internal Revenue Service’s Appeals process. But how has it changed in the last decade? To examine this issue, we convened an outstanding panel of corporate tax practitioners in this space, including Jean Pawlow, partner in the tax…
Tax Controversy During COVID-19 Didn’t Have to Be This Difficult
If there ever was a time to pity our friends at the Internal Revenue Service, that time is now. Even before the COVID-19 pandemic hit, budget cuts and staff attrition had hampered the IRS’ ability to keep up with its mounting workload, and the agency’s legendarily anachronistic information technology systems… Read more »
TEI Continues to Fight for You
The COVID-19 crisis has disrupted workplace practices and dramatically changed the way in-house tax professionals and government officials perform their jobs. Over the past several months, TEI has been monitoring these developments and advocating for responsive tax policy and administration solutions to better enable taxpayers and governments to navigate this… Read more »
Advancing Virtually, TEI Proud
For seventy-five years, TEI has set the standard for excellence, service, and commitment to the in-house tax community around the world. Our mission of supporting the educational, networking, and advocacy needs of our members is absolute, as is our commitment to keep members connected to one another, practitioners and sponsors… Read more »
Connecting, Engaging, Impacting—Virtually
Due to the ongoing COVID-19 crisis and its impact on landmark events around the world, TEI has made the move to go virtual for the much-anticipated 75th Anniversary Annual Conference. Although it would have been the perfect time to commemorate the Institute’s New York City roots this year, the 2020… Read more »
Makenzie Zuern
When Makenzie Zuern was in high school, she took her first tax and accounting class. “I’ve always loved math, and I fell in love with taking numbers and turning them into a big puzzle,” she explains. “In accounting, there is always an answer, you just have to apply the numbers… Read more »
Emerging Leader: Chris Anderson
As a senior in college, Chris Anderson had an epiphany while attending an information session for internship interviews. It was the early nineties. There was a recession; the financial crisis of the time was the failure of the savings and loan institutions. And the Big 8 had just become the… Read more »
Meeting the Challenges of COVID-19, Supporting Our TEI Family
Challenges confront us personally and professionally all the time. And, for the most part, we cope with or overcome them through a mix of luck, smarts, grit, and faith, which, over time, better prepare us for when the next challenge comes around. And then came COVID-19. The new coronavirus has… Read more »
Acknowledgments
TEI gratefully acknowledges the support of the following firms that would have sponsored TEI’s Midyear Conference. 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 Platinum ADP Andersen Baker McKenzie Bloomberg Tax… Read more »
Are Tax Insurance Proceeds Taxable? Tax insurance has emerged as a cornerstone of corporate tax…
OBBBA Modifications to US Taxation of International Income The One Big Beautiful Bill Act (OBBBA), which was signed…
How Does Conformity Impact State Revenues After the OBBBA? State conformity with the Internal Revenue Code (IRC) refers to…
Are Research Credit Interviews and Write-Ups Obsolete? Upon joining a Big Four firm in Washington, D.C.—then known…
Janelle Gabbianelli According to Janelle Gabbianelli, her first job was the catalyst…
Why Co-Sourcing Tax Technology Is Your Best Bet In today’s complex regulatory landscape, tax departments are being pushed…