Roundtable
TEI Roundtable No. 22: Developing a TCJA Checklist
International issues, software selection, and involvement of tax technologists all play key roles in a complicated process
The Tax Cuts and Jobs Act is not “new” anymore. But compliance with an ever-evolving set of regulations and guidance is still on the front burner for corporate tax professionals—and is likely to stay there for quite a while. As with so many tax issues, the best way to ensure… Read more »
TEI Roundtable No. 21: TCJA Implementation: A View From the Trenches
Dealing with landmark legislation takes a special kind of planning
Tax Cuts and Jobs Act (TCJA) implementation, compliance, and planning is a work in progress. How are tax professionals in the trenches dealing with this landmark legislation? To find out, we convened a roundtable of experts including Stephanie Kuykendall, vice president and general tax counsel at Shell Oil Company; Jason… Read more »
TEI Roundtable No. 20: Tax Reform and Tax Technology
Regulatory uncertainty means that tax departments face significant challenges
With the passage of the largest overhaul of the tax code in more than three decades, it was axiomatic that the technology used by tax practitioners would be directly impacted. What has that impact been, and what has it meant for in-house tax departments? To answer those questions, we scheduled… Read more »
TEI Roundtable No. 19: Diversity and Inclusion in the Tax Space
A panel offers compelling perspectives on this important issue
There’s no doubt that diversity and inclusion are major topics of discussion in the tax industry. Although the industry has shown some significant progress, the work is far from complete. We convened a panel of tax practitioners and diversity and inclusion experts to discuss this issue, including Cassandra Calvert, senior… Read more »
TEI Roundtable No. 18: The State Tax Policy Function
Whether it’s part of the tax department or part of government affairs, one thing is for sure—it’s getting more complicated every day
These days state tax policy occupies a greater percentage of the professional lives of many TEI members for a variety of reasons. We wanted to dive deep into this phenomenon, so we convened a roundtable of seasoned practitioners in the field, including Ellen Berenholz, executive director of tax policy at… Read more »
TEI Roundtable No. 17: The View From the Corner Office: What Keeps Them Up at Night?
It’s tax reform, international issues, succession planning, growth versus risk, and dealing with multiple stakeholders and interested parties, including the media—to name just a few
While some might envy the corporate tax vice presidents and senior counsel who occupy the corner office, there’s no denying they have a difficult job, one that is subject to increasing pressures due to changes in tax laws and to increasing media and public interest in tax issues. To get… Read more »
TEI Roundtable No. 16: Diversity and Inclusion in the Tax Industry
A growing commitment to a policy with clear-cut business benefits
Workforce diversity is a concern in every industry, and tax is no exception. But what issues are currently relevant, and is there a business rationale for increasing diversity? To explore this topic further, Tax Executive convened a roundtable discussion group composed of diversity leaders in the industry, including Margie Dhunjishah,… Read more »
TEI Roundtable No. 15: A VAT in the United States—Fat Chance?
Will we ever enact a value-added tax, or is it just too political?
Many countries in the world have a value-added tax (VAT), including our neighbor to the north. But, so far, Congress has shied away from implementing a VAT in the United States, for—and let’s be real—mostly political reasons. But is it an impossibility? For this roundtable, we convened a group of… Read more »
TEI Roundtable No. 14: The Evolving Role of State Tax Professionals
More responsibility, more tax integration now part of landscape
In recent years, we’ve seen the role of state tax professionals change fairly significantly, in terms of responsibilities, having a “seat at the table,” and relationships with their supervisors and peers. To find out more about what’s happening in this space, we convened a roundtable of state tax professionals including… Read more »
TEI Roundtable No. 13: Ethics and Tax Planning
In the end, tax planners must be comfortable explaining to taxpayers how they report transactions
Tax planning and ethics. For some corporate tax practitioners, the combination is not exactly like the perfect martini, but more like the perfect storm. However, like it or not, both are extremely important when advising clients about tax issues. For this roundtable, we convened a group with a world of… Read more »
AI in the Tax Department: Getting Tax a Seat at the Table Artificial intelligence (AI) is reshaping business functions rapidly, yet many…
TEI Roundtable No. 51: The Future Corporate Tax Department As tax moves into the future, in-house professionals are experiencing…
Making Sense of CAMT Complexity The corporate alternative minimum tax (CAMT) under Section 55 of…
The Impact of AI in R&D Tax Credits For the last several years we’ve heard that artificial intelligence…
Question: What Are the Key Updates in the FASB Income Tax Disclosure Requirements? In 2023, the Financial Accounting Standards Board (FASB) issued Accounting Standards…
Breaking Down Real-Time Controls in Global Tax As governments implement digital approaches to tax filing, reporting, operations,…