Departments and Columns

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 »

TEI Submits Comments on Notice 2023-2 and the Stock Repurchase Excise Tax

On March 20, TEI submitted comments in response to a request for comments in Notice 2023-2, which provided guidance on the stock repurchase excise tax. The comments requested carve-outs from the tax for redemptions of nonparticipating, nonconvertible preferred stock and addressed the funding rule and related per se rule that… Read more »

2023 State Tax Changes

Thirty-eight states rang in the new year with significant changes to their tax codes. Most of these state-level changes were spurred by a wave of rate reductions and other tax cuts over the past two years, greater tax competition during a time of greater mobility, and, of course, inflation, according… Read more »

Continuing Education Calendar

2023 Tax Technology Seminar April 24–26 San Diego, CA 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 6–8 Newberg, OR US International Tax Course August 13–18… 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 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 »

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