Institute News
New TEI Tax Technology Committee
Responses to TEI’s recent Corporate Tax Department Survey indicate that corporate tax departments rate their advancement and adoption of technology at 5.8 on a scale of 10. Yet most respondents want to increase their use of tax technology. To help members transform their use of technology, TEI has created a… Read more »
In Memoriam: Charles W. Shewbridge III
“Sometimes, everything comes together.” That tagline from a turn-of-the century Volkswagen commercial was how Charles W. Shewbridge III, TEI’s 1999–2000 international president, chose to open the annual report that summarized his year in office. Shewbridge, who died in Blowing Rock, North Carolina, on February 3, was a forty-year member of… Read more »
KerryAnn Bolton Joins TEI Staff
This past February, KerryAnn Bolton joined the TEI staff as digital programs and events manager for TEI. Bolton will manage and support the execution of the Institute’s virtual and hybrid education events at the chapter, regional, and Institute levels. She is also responsible for positioning TEI’s on-demand content for purchase by members… Read more »
Opportunity to Improve ADR Programs
The Government Accountability Office (GAO) is reviewing the alternative dispute resolution programs currently available in IRS Appeals and has asked TEI to assist in the process. TEI is assembling feedback regarding: experiences that led to satisfaction or dissatisfaction with ADR processes; views of why taxpayers might not be taking greater… Read more »
TEI Presents Awards
Deborah K. Gaffney TEI presented the Distinguished Service Award to Deborah K. Gaffney, TEI’s director of conference planning for thirty-five years until her retirement, at TEI’s Midyear Conference. The award recognizes outstanding service to TEI and the tax community. In his nomination of Gaffney for the award, TEI’s international president,… Read more »
TEI’s Monthly CTO Discussion Group Series
TEI has launched a new monthly discussion series for members serving in the role of chief tax officer/head of tax (CTOs), where we tackle timely topics of particular interest to those leading their company’s tax function. Over the past several months, these calls have addressed tax department hiring trends, insights… Read more »
Todd Lard Joins TEI Staff
This past January, Todd A. Lard joined the TEI staff as tax counsel in Washington, D.C. He will support the advocacy and educational activities of TEI’s State and Local Tax Committee, whose priorities include legislative, administrative, and judicial advocacy involving complex state and local tax issues affecting businesses. Lard will… Read more »
TEI’s Federal Tax Course – Level 1 to Return in Person This April
For more than forty-five years, TEI’s weeklong courses have been a cornerstone in the training of rising corporate tax professionals. These moderately priced courses are well attended because they pay for themselves many times over and are widely considered the best value for company dollars spent on training. Beginning on… Read more »
TEI’s 2022 Tax Technology Seminar to Convene in San Francisco in May
The past two years have highlighted the importance of an agile tax function that can operate seamlessly, whether remotely or in person. TEI’s fourth annual Tax Technology Seminar will address this pressing need May 2–3. This year’s seminar will be held at the San Francisco Marriott Marquis hotel and will… Read more »
TEI Comments on Proposed Interest Deductibility Limits in Canadian Budget 2021
On December 29, 2021, TEI submitted comments to the Department of Finance Canada concerning the government’s proposal to introduce a new limitation on the deduction of business interest expense, as described in Budget 2021. In general, the proposal would limit the amount of net interest expense that a corporation could deduct… Read more »
AI in the Tax Department: Getting Tax a Seat at the Table Artificial intelligence (AI) is reshaping business functions rapidly, yet many…
Planning for IRS Audits in an Era of Uncertainty In its ongoing crusade against so-called “basis-shifting” transactions, the Internal…
Transfer Pricing and Valuation in Financial Transactions Business transactions such as mergers, acquisitions, and reorganizations often necessitate…
Andreia Verissimo Andreia Verissimo, the senior manager for US tax policy at…
TEI Roundtable No. 52: FASB Accounting Standards Update 2023-09—Income Taxes (Topic 740) As financial reporting evolves, the Financial Accounting Standards Board (FASB)…
TEI Roundtable No. 53: Using AI for Tax Law Research As artificial intelligence continues its scorching rise, in-house tax professionals…