Region and Chapter News
EMEA Chapter
Hosts Spring Conference in Paris
The EMEA Chapter hosted its annual Spring Conference at Baker McKenzie’s Paris office at the end of May. The first day encompassed a members-only meetings focusing on member-led advocacy initiatives, member roundtables, and member-led sessions, while the second day involved a variety of presentations featuring Baker McKenzie’s professionals and representatives… Read more »
Region 9
Holds Annual Conference in Palo Alto
TEI Region 9 held its Annual Conference April 29–May 1 at the Crowne Plaza Cabana Hotel in Palo Alto, California. Ellen MacMillan, Region 9 vice president, gave welcome remarks, and Sage Eastman of Mehlman Consulting opened the conference with a topical session, Whiplash! Managing a Taxing Political Environment in Washington… Read more »
Chicago Chapter
Volunteers Help Chicagoans File Their Taxes
Through Ladder Up’s Tax Assistance Program in the Chicagoland area, TEI Chicago Chapter members helped to prepare over 14,000 tax returns and secure over $19.5 million in refunds for Ladder Up clients this year. Seven chapter volunteers totaled just over 240 hours of service, with an estimated economic impact of… Read more »
Florida Chapter
Holds Annual Spring Meeting
TEI’s Florida Chapter held its annual Spring Meeting on May 7 and 8. The meeting was hosted by RSM and included several interesting topics, including a session with local IRS executives giving an update on current IRS hot topics.
Cleveland Chapter
Hosts 7th Annual Scholarship Golf Outing
On September 18, TEI’s Cleveland Chapter hosted its Seventh Annual Scholarship Golf Outing at Signature of Solon Country Club. This year’s outing included twenty-seven teams sponsored by seventeen firms, a new record for the chapter. Proceeds from the golf outing support scholarships for students who have an interest in a… Read more »
TEI Relaunches the New Orleans Chapter as the Gulf States Chapter
TEI is back in the Big Easy! Under the direction of LT Toras, chapter president, and Wayne Hamilton, chapter representative, TEI relaunched the former New Orleans Chapter as the newly reconstituted Gulf States Chapter. The new name reflects the Institute’s commitment to expanding its reach beyond New Orleans to serve… Read more »
Hosts Sixth Annual Scholarship Golf Outing
On August 1, the TEI Cleveland Chapter hosted its sixth Annual Scholarship Golf Outing at Signature of Solon Country Club in Solon, Ohio. This year’s outing included twenty-two teams sponsored by fifteen firms. Proceeds from the golf outing support scholarships for students who have an interest in a career in… Read more »
New York Chapter
Awards Scholarships
In December, the president of TEI’s New York Chapter, Sheila Rao, was happy to award four scholarships to future tax professionals. We congratulate the following scholarship winners: Primrose Zvinavashe of the master’s program at Pace University, who also holds a JD from the university’s law school, was awarded the Jerry… Read more »
Northeast Wisconsin Chapter
Activity Summary Report Through March
Below is a quick summary of the activity in the Northeast Wisconsin Chapter from this past October through March: The chapter meeting on October 24 focused on international tax issues, including GILTI, FDII, and other matters related to tax reform. November 21 was the chapter’s annual all-day session. Presentations covered… Read more »
Kentucky Chapter
Hosts TEI Executive Director for Presentation and Bourbon Tasting
The Kentucky Chapter hosted Eli Dicker, TEI executive director, at a recent meeting held at Jeptha Creed Distillery in Shelbyville, Kentucky. In addition to attending a state tax update presented by PwC, Kentucky Chapter members learned of the opportunities that TEI provides in an informative discussion led by Dicker and… Read more »

New Group Pricing Structure One of my key goals for the 2025–2026 fiscal year…
Corporate Apportionment of Partnership Income A decision issued by the Virginia Court of Appeals, FJ…
The Supreme Court Ruling and the Potential for Tariff Refunds: Their Impact on Transfer Pricing When the United States introduced reciprocal tariffs in April 2025,…
2026 State Tax Changes According to the Tax Foundation, forty-three states made significant changes…
Certainty by Design Tax executives operate in a world where material transactions cannot…
The Price of Regulatory Certainty Prior to the Inflation Reduction Act (IRA) of 2022, transferability…

