Departments and Columns
David Gillman
David Gillman began his tax career at Peat Marwick, the predecessor to KPMG. “I came into their audit function and worked through that busy season,” he explains. “But partway through, I was introduced to their tax option program where you could apply for and be selected to go right into tax after… Read more »
What a Fantastic Year!
This has been an incredible year for TEI—and for me—so it’s bittersweet to let you know that this is the last president’s letter I’ll be writing as my term comes to an end. I’ll recap some of the major accomplishments in the last twelve months, but before I do, I… Read more »
Continuing Education Calendar
2023 Annual Meeting of Members August 7–9 Newberg, OR US International Tax Course August 14–18 Atlanta, GA 2023 Annual Conference (75th Anniversary Celebration) October 22–25 New York, NY 2024 74th Midyear Conference March 17–20 Washington, DC Visit tei.org/events-education for the latest conference and event information.
CTO Outlook
In KPMG’s “2023 Chief Tax Officer Outlook” study, the firm examined current and future challenges and opportunities that tax functions face. Drawing on data from KPMG’s fall 2022 survey of 300 CTOs, one-on-one interviews with a handful of CTOs representing a broad set of businesses, and input from KPMG’s tax… Read more »
TEI’s Tax Tech Seminar Gains Momentum
TEI’s 2023 Tax Technology Seminar was imbued with a fresh energy, with key sessions and discussions at the ever-evolving intersection of tax and tech. The following is some of the feedback TEI received from attendees. If you were not able to attend this year’s Tax Technology Seminar, keep an eye… Read more »
TEI Presents President’s Award to Michael Bernard
TEI also presented the President’s Award to Michael Bernard at TEI’s 73rd Midyear Conference. In his nomination of Bernard for the award, TEI’s international president, Wayne Monfries, detailed Bernard’s accomplishments as follows: In accordance with Tax Executives Institute’s award guidelines, I am pleased to nominate Michael (Mike) J. Bernard for… Read more »
TEI Files Amicus Brief in Maryland Digital Advertising Tax Litigation
On March 30, TEI filed an amicus brief in Comcast v. Maryland, which is pending before the Maryland Supreme Court. The fundamental substantive issue in this case is whether the Maryland Digital Advertising Tax (DAT)—which was enacted in 2019—is constitutional. Rather than focus on the substantive issue, the TEI brief focused… Read more »
The Growing Importance of ESG for Corporate Tax Departments
What’s tax have to do with environmental, social, and governance issues? A lot
For many reasons, organizations in diverse industries and sectors of the economy are becoming more cognizant of ESG (environmental, social, and governance) issues. We wanted to get a better handle on what’s happening in this arena and why tax departments should be interested, so we turned to Nancy Hawkins, vice… Read more »
TEI’s 73rd Midyear Conference a Success
TEI’s 73rd Midyear Conference, held at the Grand Hyatt in Washington, D.C., delivered in a big way, offering compelling sessions on myriad key topics facing in-house tax professionals in the current landscape. The following is some of the feedback TEI received from attendees. If you were not able to attend… Read more »
TEI Presents President’s Award to David Stevens
TEI also presented the President’s Award to David Stevens at TEI’s 73rd Midyear Conference. In his nomination letter, TEI’s international president, Wayne Monfries, detailed Stevens’ accomplishments as follows: In accordance with Tax Executives Institute’s award guidelines, I am pleased to nominate David (Dave) Stevens to receive TEI’s President’s Award. Dave… Read more »
An Overview of the EU Public Country-by-Country Reporting Rules The European Union (EU) has long been at the forefront…
Optimizing Tax Through Structured Data Storage and Data Pipelines In today’s fast-paced digital business environment, tax departments are under…
Preparing Now for 2025 Tax Legislative Activity Editor's note: This article was finalized prior to President Donald…
TEI Roundtable No. 51: The Future Corporate Tax Department As tax moves into the future, in-house professionals are experiencing…
How Tax Insurance Can Be a Valuable Tool for Managing Transfer Pricing Risk in 2025 and Beyond Heightened regulatory scrutiny around the world has made transfer pricing…
TEI to Comment on New Proposed Section 987 Regulations The US Treasury Department and Internal Revenue Service published new…