Departments and Columns

Why Co-Sourcing Tax Technology Is Your Best Bet

In today’s complex regulatory landscape, tax departments are being pushed to do more with less time, fewer resources, and tighter budgets. As businesses scale and globalize, the demands placed on tax teams only intensify. Tax technology can be a critical tool for navigating these challenges, but implementing and managing it… Read more »

EY on Responsible AI Implementation

EY recently released its second Global Responsible AI Pulse survey results, building off the firm’s findings from its June survey, the first in the series. The latest survey shows that organizations embracing AI responsibly are seeing improvement in revenue, cost savings, and employee satisfaction—areas in which EY’s global chief innovation… Read more »

TEI Celebrates Inaugural Tax Leadership Academy Class

The end of 2025 marks an exciting milestone for TEI and the global in-house tax community: the successful conclusion of TEI’s inaugural 2025 Tax Leadership Academy. What began as an ambitious vision has now become a transformative leadership journey—one that has equipped the next generation of tax leaders with the… 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 Andersen BDO Birch Risk Advisors Bloomberg Tax CAC Specialty Crowe LLP Crux CSC Corptax… Read more »

Christopher DePenti
Cleveland Chapter

For nearly twenty years, Christopher DePenti, TEI Cleveland Chapter president, has worked for KeyBank in his hometown of Cleveland. He recounts how, early in his career with the company, he was introduced to TEI by his boss, Toni Mitchell. “As soon as I started working for her, one of the… Read more »

Are Research Credit Interviews and Write-Ups Obsolete?
The Expert: Jason Massie

Upon joining a Big Four firm in Washington, D.C.—then known as the Big Eight—I was introduced to the research credit, which had only recently been established. Its complexity led many attorneys and CPAs in my office to specialize in Internal Revenue Code Section 41, the Credit for Increasing Research Activities.… Read more »

Continuing Education Calendar

2025 2025 Federal Tax Course – Level 1 (Simulive Edition) October 16–November 20 Virtual 80th Annual Conference October 26–29 San Francisco, CA Tax Technology Webinar Series November 17–20 Virtual 2026 US International Tax Course (Simulive Edition) January 21–March 11 Virtual 76th Midyear Conference March 15–18 Washington, DC SALT Essentials Course… Read more »

Natalie Friedman

In recounting her education, Natalie Friedman points out that she started at Wake Forest University as a history major. “I love learning about history, reading about it, watching the History Channel. But once in classes, I realized that I didn’t like writing about it, especially very long papers,” she laughs.… Read more »

Automation in Action: Key Takeaways From the TEI Automation Competition

In February, tax professionals from across the country gathered in Seattle for the TEI Tax Technology Seminar—an event that trained a bold spotlight on automation in tax. Among the most dynamic sessions was the automation competition, where ten participating teams showcased real-world tax automation solutions built on modern platforms. The… Read more »

Cleveland Chapter
Holds Annual Scholarship Golf Outing

On September 15, the TEI Cleveland Chapter held its ninth annual Scholarship Golf Outing, an event that continues to grow each year. This year’s outing brought together twenty-eight teams representing sixteen firms and generated a net profit of $10,000 to support scholarships at four Cleveland-area universities, as well as students… Read more »

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