Departments and Columns

TAA in 2022

Last fall, the New York State Society of Certified Public Accountants released results from a survey about tax analytics and automation (TAA). The survey aimed to gather data about and insights into the benefits, applications, integration, obstacles, and regulatory environment surrounding TAA technologies. Although it appears that the in-house tax… Read more »

Celebrating Our 72nd Midyear Conference Success

We hoped that our Midyear Conference would be a huge success this year, and we were certainly not disappointed. In fact, the quality of the content and the attendance numbers exceeded our expectations. Limited space prevents me from enumerating all the fantastic plenary and breakout sessions at the meeting, but… Read more »

Navigating the Automation Journey on a Budget

All tax departments either have begun or should be beginning the exciting and game-changing journey to automate their operations. But what does this really mean, from a practical budgetary perspective and from a mission-driven one? To find out, we interviewed two professionals in this arena, Mindy McGlaughlin, CPA and director… Read more »

Digital Transformation in the Tax World

There’s no turning back when it comes to digital transformation in the tax space. But are you prepared to deal with it head on? To get a professional perspective, we turned to an expert who’s been navigating this digital sea change from its beginnings. Satnam Singh, chief product officer for… Read more »

Bloomberg: D&I in the Workplace

Diversity and inclusion (D&I) is one of the leading initiatives recognized by corporate tax and accounting firms and professionals, spurring several firms to conduct studies on the issue over the past few years. Bloomberg Tax’s recent report, Diversity and Inclusion Study: The Struggle to Meet D&I Goals, includes data from… Read more »

TEI’s Corporate Tax Department Survey: A Few Key Stats

In 2021, TEI launched a comprehensive Corporate Tax Department survey that highlights tax department makeup, budgeting, responsibilities, technology, and more. This survey is meant to enable tax professionals to more effectively benchmark those issues moving forward. TEI conducted similar surveys in 2004–2005 and 2011–2012, and the latest report includes insights… Read more »

Walter Doggett

A great teacher can often make an epic difference in your life. Just ask Walter Doggett, the executive tax director of E*Trade Financial Corporation and incoming TEI international secretary. While attending the University of Virginia, Doggett took elective tax courses from David LaRue, an experience that greatly influenced his future… Read more »

Celebrating Our Early 2022 Successes

We’re just a few months into 2022, but already we’ve had some terrific successes I want to tell you about. Midyear Conference First, as you read this, we’re on the verge of holding our second major hybrid event, TEI’s 72nd Midyear Conference, themed Tax Reform Redux—Seizing Opportunities and Mitigating Risks.… Read more »

TEI Weighs In on the Build Back Better Act’s Corporate and International Tax Reform Proposals

Welcome to the latest installment of Advocacy Agenda, a periodic column in which I share select insights and observations of interest to TEI members about the tax policy advocacy environment in Washington, D.C. My last column, in the July/August 2021 issue of Tax Executive, attempted to set the scene for… Read more »

Hiring Needs
The Expert: Jack Hart

Obtaining and retaining the best talent for your team has been an ongoing battle for hiring managers for many years now, but with the complexity that COVID has brought, accompanied by “the Great Resignation,” this challenge has become even more difficult. Question: How has the pandemic changed hiring, and what… Read more »

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