Institute News

Successful 66th Midyear Conference!
More than 400 attendees gathered at the Grand Hyatt in Washington, D.C., March 13–16 for TEI’s 66th Midyear Conference

James Kroeker, vice-chairman, Financial Accounting Standards Board; John Koskinen, commissioner, Internal Revenue Service; U.S. Rep. Kevin Brady, (R-TX), chairman, House Ways & Means Committee; and William Wilkins, chief counsel, Internal Revenue Service, anchored the educational program as keynote speakers. Members and nonmembers alike enjoyed more than thirty additional sessions covering… Read more »

U.S. Supreme Court Issues GVR Order in First Marblehead v. Massachusetts Commissioner of Revenue

On October 13, 2015, the U.S. Supreme Court issued an order following TEI’s recommendation to issue a “GVR order” in First Marblehead v. Massachusetts Commissioner of Revenue. First Marblehead involves the proper apportionment of a financial institution’s income under Massachusetts’ financial institutions excise tax. The taxpayer claimed that the apportionment… Read more »

Early Registration Now Available for the 66th Annual TEI Midyear Conference

The 66th Annual Midyear Conference will take place March 13–16, 2016, at the Grand Hyatt Washington in Washington, D.C. Take advantage of the early registration rates that are available now until February 25. Available Discounts There are discounts available for attendees from the same organization and for first-time attendees. All… Read more »

2015–16 Executive Committee

At TEI’s Annual Meeting of Members on August 11, the 2015–16 international president was sworn in, and the transition to the new Executive Committee took place. C.N. (Sandy) Macfarlane is now the international president; Janice Lucchesi, senior vice president; Robert Howren, secretary; and James Silvestri, treasurer. The remaining Executive Committee… Read more »

John Schoenecker Becomes TEI’s Newest Tax Counsel

John Schoenecker joined the TEI legal team as tax counsel in early August. A trial attorney with the tax division of the U.S. Department of Justice for almost eight years, John has litigated a broad range of tax matters, including those related to foreign tax credits, tax shelters, enforcement, and… Read more »

2015–16 Executive Committee Prepares to Take TEI Reins

At TEI’s Annual Meeting of Members August 9–11, the 2015–16 international president will be sworn in, and the transition to the new Executive Committee will take place. C.N. “Sandy” Macfarlane becomes the international president; Janice Lucchesi, senior vice president; Robert Howren, secretary; and James Silvestri, treasurer. The other new Executive… Read more »

Ivan Bastasic of the Canadian Revenue Agency Receives TEI’s Distinguished Service Award

TEI was pleased to recognize Ivan Bastasic for his 33-year service to the international tax community with the Distinguished Service Award at the 2015 Annual Canadian Tax Conference in May. Ivan recently retired from the Canadian Revenue Agency (CRA), most recently serving as special adviser to the director general in… Read more »

TEI Welcomes New Website and Community Manager

Lorelei Bassi joined TEI in April as the website and community manager in the marketing and communications department. She handles all things Web- and social media-related, ensuring that TEI websites, social media channels, and the community platform TEIConnect are updated and accessible, while tracking usage and trends. Lorelei will also… Read more »

Thank You For a Successful 65th Midyear Conference!

More than 450 attendees gathered at the Grand Hyatt in Washington, D.C., from March 22–25 for TEI’s 65th Midyear Conference. Members and nonmembers alike had access to more than thirty educational sessions covering a wide range of topics, including “Effectively Managing Flexible Work Arrangements: Measures for Success,” “Building and Maintaining… Read more »

TEI Welcomes New Members, Announces New Seminars

Please join us in welcoming two new members to TEI’s legal team: Lee Gillespie-White is TEI’s new corporate counsel. An accomplished attorney with 18 years of U.S. and international experience, Gillespie-White most recently served as vice president and assistant general counsel for Special Olympics Inc. She can be reached at… Read more »

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