Departments and Columns
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 Crowe LLP CSC Corptax Deloitte… Read more »
Dealing With New Schedules K-2 and K-3
On April 30, 2021, the Internal Revenue Service released early drafts of the new Schedules K-2 and K-3 for Forms 1065, 1120-S, and 8865 for tax year 2021. Why did the IRS feel the need to release these new forms, and what do they mean for taxpayers and preparers? To… Read more »
Ranking State Tax Systems
The Tax Foundation’s State Business Tax Climate Index is intended to show how well state tax codes stack up against those of other states, with the goal to provide a road map to improve the system. Each year, the Tax Foundation updates the index and ranks the states. Among the… Read more »
Melissa Smith
When Melissa Smith was in her second year of law school, she thought most students knew what they wanted to do in their budding legal careers. “Some wanted to be litigators, some wanted to be corporate lawyers. Everybody seemed to know, and I had no clue.” But then, she says,… Read more »
Talent and Technology— Important Intertwined Issues
An interview with Thomson Reuters’ Robert Bahash
Michael Levin-Epstein, Tax Executive’s senior editor, interviewed Robert Bahash, general manager of Thomson Reuters’ corporate tax and trade business unit, for this Perspective article in December 2022. Michael Levin-Epstein: I know that you’re coming off Thomson Reuters’ big SYNERGY conference attended by about 1,000 tax professionals, so you’re keenly aware… Read more »
Betty Mak
Vancouver Chapter
Betty Mak, president of TEI’s Vancouver Chapter and director of tax at Maxar Technologies, says that, coming out of the pandemic, it has been important for her to help members reconnect. What’s more, Mak says, she’s glad she has reconnected with students from the University of British Columbia (UBC), where… Read more »
Celebrating Our Accomplishments—and the Midyear Conference
At about the halfway point in my presidency, I thought it would be a good time to take stock of what we have accomplished so far and to look ahead to what’s on the agenda over the next few months. All we accomplished so far was a team effort, with… Read more »
Why Corporates Need a Data-Driven Approach to Cash Management
With the S&P 500 down more than twenty-three percent through the end of September 2022, inflation up 8.2 percent during the same period, and the threat of recession looming more ominously by the day, it’s safe to say that corporate tax and finance professionals are feeling a little skittish about… Read more »
Danielle Beluch
Danielle Beluch doesn’t consider herself a “traditional” tax person. Here’s how she explains it: “I started my studies as a chemistry major, but when I proved to be a klutz in the lab, I knew I had to pick another industry to study. Accounting seemed to be a safe option,… Read more »
IRS Appeals: Latest Developments
The Expert: Mary McNulty
As the Internal Revenue Service increases enforcement in the wake of the pandemic and receives additional funding, undoubtedly there will be new developments that will impact taxpayers’ experiences when their cases land at IRS Appeals. This article provides tips on navigating these developments at IRS Appeals. What’s New at IRS… 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…
TEI Roundtable No. 53: Using AI for Tax Law Research As artificial intelligence continues its scorching rise, in-house tax professionals…
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)…