Region and Chapter News
Los Angeles Chapter
Celebrates 70 Years
In late February, TEI Los Angeles Chapter members celebrated the chapter’s seventieth anniversary in style at the Los Angeles County Museum of Art. Grant Thornton sponsored the event for members and guests, who enjoyed private tours of the museum. “Grant Thornton is honored to sponsor TEI Los Angeles’ seventieth… Read more »
Philadelphia and Harrisburg Chapters
Present Scholarships
A highlight of the Philadelphia and Harrisburg Chapters’ year is awarding scholarships to outstanding students from local universities. The two chapters pool their resources to maximize scholarship awards. For the 2015–16 academic year, the chapters awarded seven $2,000 scholarships. A scholarship candidate must be a junior or senior accounting or… Read more »
San Francisco Chapter
Holds Annual Meeting
The TEI San Francisco Chapter hosted its annual meeting at the San Francisco Marriott Union Square in early June. At the meeting, there were two guest speakers, presentation of the Chapter’s Meritorious Service Award to past Chapter President Karen Bowen, and speeches by the outgoing and incoming Chapter presidents.
Westchester-Fairfield Chapter
Holds Annual Tax Education Day
Over sixty members and guests attended the Westchester–Fairfield Chapter’s Annual Tax Education Day in Darien, Connecticut. The event was co-sponsored by Deloitte and Jones Day. At the event, the Chapter presented a scholarship to Michael Olynick, a graduate student at Fairfield University.
Los Angeles Chapter
Holds Annual Meeting and Tax Administrator Night
On June 1, the TEI Los Angeles Chapter held its annual meeting and tax administrator night. The chapter hosted senior officials from the Internal Revenue Service, the Franchise Tax Board, the State Board of Equalization, and the County Office of the Assessor, as well as TEI Executive Director Eli… Read more »
Atlanta Chapter
Hosts All-Day CPE Event
The Atlanta TEI chapter’s All-Day CPE Event on May 19 was presented by Ernst & Young at the Renaissance Atlanta Waverly Hotel. During the event, several presenters covered subjects such as current topics in controversy, tax accounting, legislative and technology updates, and global tax in a BEPS world, as well… Read more »
TEI Canada
Celebrates Fiftieth Annual Canadian Tax Conference
The Fiftieth Annual Canadian Tax Conference was held at the Château Laurier in Ottawa, May 1–4. The conference planning committee included Lynn Moen, TEI vice president for Canadian affairs (Walton Global Investments); Richard Taylor, chair of the Canadian commodity tax committee (Rogers Communications); Grant Lee, chair of the Canadian income… Read more »
Cleveland Chapter
Awards TEI Graduate Assistantship
In April, the University of Akron hosted its annual School of Accountancy awards banquet. Master of Taxation (MAT) and juris doctor student Danielle Shaffer was awarded the TEI Cleveland Chapter Graduate Assistant Award, which provides half the tuition cost of the MAT program in exchange for the student’s assistance in… Read more »
Detroit Chapter
Celebrates Four Years of Scholarships
In 2012, the TEI Detroit Chapter established a college scholarship program and is grateful to have had the opportunity to fund several scholarships each year since. The most recent scholarship was awarded to Jennifer Fowler, a senior majoring in accounting at the University of Michigan–Dearborn. Jennifer plans to sit for… Read more »
Portland Chapter
Hosts Annual Tax Conference
In late April, more than 100 participants gathered at the Multnomah Athletic Club in Portland, Oregon, for the TEI Portland Chapter’s Annual Tax Conference. The keynote speaker at the conference was Jon Traub, managing principal of Deloitte’s tax policy group, who provided attendees with insights into tax policy and politics… Read more »


AI in the Tax Department: Getting Tax a Seat at the Table Artificial intelligence (AI) is reshaping business functions rapidly, yet many…
Planning for IRS Audits in an Era of Uncertainty In its ongoing crusade against so-called “basis-shifting” transactions, the Internal…
Transfer Pricing and Valuation in Financial Transactions Business transactions such as mergers, acquisitions, and reorganizations often necessitate…
Andreia Verissimo Andreia Verissimo, the senior manager for US tax policy at…
TEI Roundtable No. 52: FASB Accounting Standards Update 2023-09—Income Taxes (Topic 740) As financial reporting evolves, the Financial Accounting Standards Board (FASB)…
TEI Roundtable No. 53: Using AI for Tax Law Research As artificial intelligence continues its scorching rise, in-house tax professionals…