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75th Anniversary Videos

General City and Conference Theme General Conference and Sessions Grand Reception

TEI’s 75th Anniversary Celebration: A Closer Look & An Optimistic Future

This past October, we took the opportunity to recognize a significant milestone in TEI’s history—our 75th Anniversary Celebration—and we’re excited to dedicate this special issue of Tax Executive to share the occasion with all of our members. Those of you who joined us at the Annual Conference shared how special… Read more »

Josephine (Josie) Scalia

Josephine (Josie) Scalia developed an interest in tax in her first year at a Big Four accounting firm. Here’s her backstory: “I originally started my career in audit. When my husband and I decided to accept an opportunity to work in the US, I knew that we would need to… Read more »

Generative AI in Corporate Tax Departments

A recent report by Thomson Reuters highlights the use of generative artificial intelligence (AI) tools in legal, corporate, and tax environments. Among findings in related fields, the report, titled “Future of Professionals: ChatGPT and Generative AI in Legal, Corporate & Tax Markets,” explores whether, in particular, corporate tax departments are… Read more »

Acknowledgments

TEI gratefully acknowledges the support of its 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 Platinum ADP Inc. Andersen Baker McKenzie Bloomberg Tax & Accounting CAC Specialty Crowe LLP… Read more »

TEI’s 75th Anniversary: Celebrating Our History & Embracing Future Change

Amazing, memorable, so glad I attended—these are a few of the descriptions used by members, sponsors, and friends to describe their experience of the 75th Anniversary Celebration in New York City! This October’s Annual Conference was distinctly memorable in so many ways. It was held in the Big Apple where… Read more »

PwC Tax Tech Leader Talks About Tax Technology & Tax Technologists

Tax technology turns over seemingly every couple of months, and, as a result, the role of the tax technologist is being transformed in real time. We wanted an inside perspective on these developments, so Michael Levin-Epstein, senior editor of Tax Executive, interviewed Nolan Ogden, PwC’s US tax technology leader, who… Read more »

International Tax Competitiveness 2023

Every year, the Tax Foundation updates its index of international tax competitiveness—an evalution of how the member countries in the Organisation for Economic Co-operation and Development structure their tax systems. The index defines a competitive tax code as “one that keeps marginal tax rates low” and, to inform its rankings,… Read more »

Continuing Education Calendar

2023 2023 Federal Tax Course – Level 1 (Simulive Edition) November 6–December 19 Virtual 2023 US International Tax Course (Simulive Edition November 8–January 17 virtual Tax Technology Webinar Series: Byte-Sized Essentials November 28–30 Virtual 2024 74th Midyear Conference March 17–20 Washington, DC Federal Tax Course –… Read more »

Kelvin Jeffrey Ramirez
San Francisco Chapter

Kelvin Jeffrey Ramirez, CPA, president of TEI’s San Francisco Chapter and senior director of tax at Informatica, has a game plan for opening up communication and interaction within the chapter and beyond. “What’s top of mind is returning to in-person meetings. During COVID, we stayed in touch via Zoom, but… Read more »

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