Departments and Columns
Let’s Take Notice of a Palpable Energy Surge
As we enter the home stretch of my presidential year, I want to take note of the palpable surge of energy that has resulted from the return of TEI’s in-person events this year. Really, it’s been great to see all your faces and even better to watch the renewal of… Read more »
Acknowledgments
TEI gratefully acknowledges the support of its Tax Technology Seminar sponsors. Their financial support enables TEI to maintain a rich program of value-added education, networking, and advocacy activities for the in-house tax community. Exclusive Affinity Partner: Thomson Reuters Alteryx, Inc. Avalara BDO USA, LLP Bloomberg Tax & Accounting CFO Services… Read more »
TEI Submits Comments Regarding Proposed Canadian 2% Buyback Tax
On February 23, TEI submitted comments to the Canadian finance minister, Chrystia Freeland, regarding the proposed Canadian 2% tax on share buybacks. TEI took the view that Canada should not implement a share buyback tax. Should Canada implement such a tax, however, the Institute’s recommendations included that the tax be… Read more »
Jonnell Quarrie
Editor’s note. At the time this article was written, Quarrie was director of tax at MOD Pizza but has since started as director of tax at Dutch Bros. When Jonnell Quarrie was taking accounting classes in college, she realized she didn’t like accounting. That happens. But she did like tax,… Read more »
TEI Posthumously Honors Eric Lee Johnson With the President’s Award
TEI posthumously honored Eric Lee Johnson with the President’s Award at TEI’s 73rd Midyear Conference. Kris Rogers, Johnson’s partner, accepted the award, which recognizes and expresses the Institute’s appreciation for long-term meritorious service. Johnson’s parents, Johnny and Sally, his sister, Monica, and nephew, Jonah, joined us in Washington, D.C., for… Read more »
Ethics and Privilege in the Tax Kingdom
Yes, there is a difference between attorneys and CPAs when it comes to privilege
Ethics and privilege play key roles in tax, and technology can be a factor to consider, too. To wade into this quagmire, Tax Executive’s senior editor, Michael Levin-Epstein, sat down (virtually) with a recognized expert in the field, Dan Ermel, a partner at RSM US LLP. Michael Levin-Epstein: Is there… Read more »
Lefteris (LT) Toras
New Orleans/Gulf States Chapter
Editor’s note: The interview for this Chapter Leader article took place prior to the April 19 New Orleans/Gulf States Chapter event. TEI’s New Orleans Chapter had been dormant for a few years. Then, in 2022, Lefteris Toras, who goes by LT, met Tanya Coogan, Mitch Trager, and Wayne Hamilton at… Read more »
Tax Credit Investments
The Expert: Paddy O’Brien
Tax credit investments play an important role in strategic planning for tax professionals. We wanted to delve deeper into the crevices of this issue and turned to Paddy O’Brien, vice president of investments at Foss & Co., for answers. Tax Executive’s senior editor, Michael Levin-Epstein, interviewed O’Brien in February. Michael… Read more »
Bloomberg’s 2022 Tax Department Trends
Bloomberg Tax recently released results from its 2022 Corporate Tax Department Benchmark Survey, titled “The Trends Shaping Tomorrow’s Tax Function.” Among the greatest challenges, Bloomberg found, were the perpetual juggling act related to compliance, staffing, and economic uncertainties; worries about risk; cost reduction; expanded involvement in nontax financial issues; understaffing;… Read more »
Continuing Education Calendar
2023 Leadership Foundations Seminar June Virtual Federal Tax Course – Level 1 June 12–16 East Lansing, MI Federal Tax Course – Level 2 July 17–21 Atlanta, GA Annual Meeting of Members August 7–9 Newberg, OR US International Tax Course August 14–18 Atlanta, GA 2023 Annual Conference… 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…