Author: Pilar Mata

Addressing New Federal Partnership Audit Rules and Reporting of Federal Adjustments to States
Bipartisan Budget Act of 2015 provides opportunity for greater uniformity

by Pilar Mata
November 20, 2017
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In recent years Tax Executives Institute, Inc. (TEI), has met with various state organizations and revenue departments to encourage standardizing the rules for reporting federal audit adjustments. These efforts have been fruitful but have even greater potential for success with the passage of the Bipartisan Budget Act of 2015 (BBA),…

Practical Questions for Multinationals in an MLI World
MLI moves to implementation with open issues and challenges

by Manal Corwin, Jesse Eggert, and Monica Zubler
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Now that the multilateral instrument (MLI)1 coordinated by the Organisation for Economic Cooperation and Development (OECD) has been signed by over seventy jurisdictions,2 the new international tax agreement has moved to the implementation phase, with open issues and challenges ahead. The practical outgrowth of the OECD’s project to address base…

Acknowledgments

by Tax Executive Staff
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TEI gratefully acknowledges the support of the following firms that sponsored TEI’s Annual 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. Platinum Thomson Reuters (TEI’s Exclusive Affinity Partner) Andersen Tax Baker & McKenzie LLP Bloomberg… Read more »

Philadelphia and Harrisburg Chapters
Award Scholarships

by Tax Executive Staff
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A yearly highlight for the TEI Philadelphia and Harrisburg (Pennsylvania) Chapters is awarding scholarships to outstanding students from local universities. The Chapters pool their resources to maximize scholarship awards. In the last year, they awarded six $2,000 scholarships. A scholarship candidate must be a junior or senior accounting or business…

San Francisco Chapter
Holds Annual Meeting

by Tax Executive Staff
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The San Francisco Chapter held its annual meeting at the Wayfare Tavern in June. New Chapter officers were recognized, and then current president, Ed Wohlers, gave the charter to the incoming president, Lisa Kim. Member Roni Height was presented with the Meritorious Service Award as well.

Catherine Gallagher

by Catherine Gallagher
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Catherine (Cathy) Gallagher is vice president of tax and human resources at Connell Limited Partnership, a privately owned holding company comprising primarily flow-through entities. So which area of corporate tax does she find most interesting? Structuring acquisitions and dispositions to be tax efficient. As Gallagher explains, “At Connell Limited Partnership,… Read more »

Atlanta Chapter
Celebrates Robert Howren

by Tax Executive Staff
November 9, 2017
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The TEI Atlanta Chapter’s current and former board members celebrated Robert Howren’s election as TEI’s 2017–2018 international president at a cookout on July 15. He is the first Atlanta Chapter member to serve as international president since 1999.

Your Tax Data Is Ripe for Artificial Intelligence. Are You Prepared?
AI is still evolving, but machine learning is already here

by John Viglione and David Deputy
September 21, 2017
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Entrepreneur and Tesla cofounder Elon Musk recently sparked controversy when he labeled artificial intelligence (AI) the “biggest existential threat” to humanity. On the flip side, according to Sandhya Venkatachalam of Centerview Capital Technology, AI can be used to fundamentally rethink how we solve the world’s problems and has the potential…