Region and Chapter News
Cleveland Chapter
Honors Larry Boron
On May 20, TEI’s Cleveland Chapter honored Larry Boron, who recently retired as head of tax at Sherwin-Williams. He has been a member of TEI since 1997 and served in numerous chapter roles, including chapter president and chair of the chapter’s International Tax Committee. Boron has been a staunch supporter… Read more »
Region 10
Annual Conference Takes Place in Dana Point
TEI Region 10 held its forty-fourth Annual Conference May 22–24 at the Waldorf Astoria Monarch Beach Resort & Club in Dana Point, California. The three days of educational sessions kicked off with a discussion of current tax policy, including the possibility of tax legislation on Capitol Hill, the OECD Pillars… Read more »
Region 1
Holds Annual Canadian Tax Conference in Ottawa
TEI Region 1 held its fifty-sixth Annual Conference May 3–5 in Ottawa. Mark Caluori, Jun Ping, and Steve Saunders planned the conference, and incoming TEI International President Josie Scalia delivered opening remarks. The program included many notable speakers, including the Honorable Marc Noël, KC, partner at Osler, Hoskin & Harcourt… Read more »
TEI Regions 6 & 7
Hold IRS Liaison Meeting
On May 9, Regions 6 and 7 held their annual liaison meeting with the Internal Revenue Service in Chicago. Larry Pociask, Cathy Stevens, Angela Schlemmer, Sara Zelazny, Meredith Menden, and Ryan Gibbons moderated sessions with IRS speakers on LB&I compliance priorities, the research credit, the Taxpayer Advocate Service, transfer pricing,… Read more »
EMEA Chapter
Hosts Spring Conference in Paris
The EMEA Chapter hosted its annual Spring Conference at Baker McKenzie’s Paris office at the end of May. The first day encompassed a members-only meetings focusing on member-led advocacy initiatives, member roundtables, and member-led sessions, while the second day involved a variety of presentations featuring Baker McKenzie’s professionals and representatives… Read more »
Region 9
Holds Annual Conference in Palo Alto
TEI Region 9 held its Annual Conference April 29–May 1 at the Crowne Plaza Cabana Hotel in Palo Alto, California. Ellen MacMillan, Region 9 vice president, gave welcome remarks, and Sage Eastman of Mehlman Consulting opened the conference with a topical session, Whiplash! Managing a Taxing Political Environment in Washington… Read more »
Chicago Chapter
Volunteers Help Chicagoans File Their Taxes
Through Ladder Up’s Tax Assistance Program in the Chicagoland area, TEI Chicago Chapter members helped to prepare over 14,000 tax returns and secure over $19.5 million in refunds for Ladder Up clients this year. Seven chapter volunteers totaled just over 240 hours of service, with an estimated economic impact of… Read more »
Florida Chapter
Holds Annual Spring Meeting
TEI’s Florida Chapter held its annual Spring Meeting on May 7 and 8. The meeting was hosted by RSM and included several interesting topics, including a session with local IRS executives giving an update on current IRS hot topics.
Cleveland Chapter
Hosts 7th Annual Scholarship Golf Outing
On September 18, TEI’s Cleveland Chapter hosted its Seventh Annual Scholarship Golf Outing at Signature of Solon Country Club. This year’s outing included twenty-seven teams sponsored by seventeen firms, a new record for the chapter. Proceeds from the golf outing support scholarships for students who have an interest in a… Read more »
TEI Relaunches the New Orleans Chapter as the Gulf States Chapter
TEI is back in the Big Easy! Under the direction of LT Toras, chapter president, and Wayne Hamilton, chapter representative, TEI relaunched the former New Orleans Chapter as the newly reconstituted Gulf States Chapter. The new name reflects the Institute’s commitment to expanding its reach beyond New Orleans to serve… Read more »

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