Wayne Monfries views himself as a translator, not of foreign languages, but of the sometimes differing vocabularies and nuances spoken or written by those who work in the world of corporate tax and by those who ply their trade in various corporate operations or on the consulting side of business.… Read more »
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) ADP Alvarez & Marsal Taxand LLC Andersen… Read more »
The rise of the digital economy coupled with increased globalization and more fluid movement of capital has undeniably changed the way multinational corporations operate, providing them with immeasurable opportunities for global tax planning. With tax regulations still grounded in the past with little regard for intangibles or global risk management,… Read more »
As we head into the holiday season, I wanted to share some impressions from the recently concluded TEI Annual Conference in Dallas, as well as report on the progress being made against several of our 2015–16 Building for the Future goals. Until now, I had never fully appreciated the degree… Read more »
Part I: Introduction and Background 15 Actions, Dozens of Questions Maybe the anticipation didn’t reach that of ardent fans waiting for the trailer to the next Star Wars movie. And maybe it didn’t rival that of passionate followers of Harry Potter breathlessly lining up at midnight to make sure they… Read more »
If you’re a veteran family office adviser, you’ve spent decades working with the family’s estate-planning counsel to ensure that wealth is passed to succeeding generations as tax efficiently as possible. You faithfully oversee the implementation of annual exclusion gifts, intrafamily loans, and rolling grantor-retained annuity trust (GRAT) programs, and you…
Channeling Kevin Bacon in the movie A Few Good Men, these are the facts, and they are indisputable: As the role of the chief tax officer (CTO) becomes geometrically more complex (see Roundtable No. 5, September/October 2015 issue of Tax Executive), so does that of the chief financial officer (CFO).…
TEI hosted its 70th Annual Conference October 18–21 in Dallas, Texas, with great support from sponsors and a tremendous effort from the Dallas Chapter in helping to coordinate the event. From the first sponsored evening entertainment to the last panel, it was a fantastic few days of continuing education, networking,… Read more »
Flexible work arrangements have been around for several decades now but—with the Internet and laptops and the rise of millennials—have become more prevalent for many professionals, including tax executives. For our second TEI Roundtable, we convened a conference call in January 2015 moderated by Tax Executive Senior Editor Michael Levin-Epstein…
Europe. Middle East. Africa. That’s a lot of territory for anyone to cover. But Rudolf Van Ooijen, the group direct tax manager of the IKEA Group, is up to the task. Van Ooijen is president of the Tax Executive Institute’s Europe, Middle East, and Africa (EMEA) chapter, which is celebrating… Read more »
