Institute News

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Since TEI’s founding in 1944, its core mission to support in-house tax professionals has remained constant. The community of tax professionals it serves has expanded geographically, demographically, and substantively. Over the last seventy-five years, TEI has regularly adapted to meet the needs of its members through innovating its educational curricula,… Read more »

Mark Your Calendars—and Register Now!

Registration is open for the following continuing education programs. Visit tei.org for preliminary program and registration information. Tax and Tax Technology Seminar, February 26–27, 2019, San Mateo, CA TEI’s 69th Midyear Conference—Navigating the TCJA Regulatory Framework: Questions & Quandaries, March 31–April 3, 2019, Washington, D.C. Audits and Appeals Seminar, May 20–23,… Read more »

2019–2020 Membership Dues

Without question, the benefits of your TEI membership and the return on investment you receive in terms of educational programming, advocacy, and networking are without equal in the tax marketplace. Educational programs presented at the chapter, regional, and Institute levels feature best-in-class instructors delivering technical and practical insights on timely… Read more »

In Memoriam: Paul Schaffhausen

David McCullough, the eminent biographer and historian, said, “Real success is finding your lifework in the work that you love.” If that observation is correct, Paul Schaffhausen was a true success—in so many ways, on so many levels. Paul Schaffhausen, a TEI member of forty-two years, and retired assistant vice… Read more »

TEI Launches New Institute Brand

It’s an exciting time for TEI and its members. As the Institute looks toward the future and continues to evaluate how it can best serve members, embarking on strategic initiatives that propel the Institute forward and position TEI as the go-to organization for expert information and advisement is essential. It… Read more »

The New TEI Career Center

If you haven’t visited the TEI website lately, now might be a good time. On July 12, TEI officially launched the new Career Center (careers.tei.org)—the premier resource for connecting highly qualified tax professionals with career opportunities. The Career Center allows TEI members to search for and apply to more member-eligible… Read more »

Introducing the 2018–2019 Executive Committee

Though they won’t officially be sworn in until the Annual Meeting of Members in August, we want to introduce you to the new Executive Committee. Jim Silvestri will be the new international president; Katrina Welch, senior vice president; James Kennedy, secretary; and Mitch Trager, treasurer. The remaining members of the… Read more »

2018–2019 Technical Committee and Task Force Chairs

TEI’s technical committees and task forces have already begun their work for the 2018–2019 year, including session planning for the Annual Conference and working on advocacy initiatives. If you are interested in joining a committee or task force, contact the chair listed here.

TEI Holds Annual Liaison Meetings in Washington

With the portrait of TEI founder Paul Smith in the background, the Institute’s leadership delegation gathered in Washington, D.C., for annual liaison meetings with the Internal Revenue Service and the Treasury Department’s Office of Tax Policy. Attendees included Katrina Welch, TEI secretary; Jim Silvestri, senior vice president; John Mann, chair… Read more »

TEI Holds Liaison Meetings With Canada Revenue Agency and Department of Finance

On December 5 and 6, a delegation including members of TEI’s Canadian income tax and Canadian commodity tax committees assembled in Ottawa for TEI’s annual liaison meetings with representatives of the Canada Revenue Agency and the Department of Finance. This year’s meetings featured robust agendas covering a range of tax… Read more »

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