Institute News
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 »
TEI Honored for Role in State Tax Notes’ “Project of the Year”
On December 18, 2017, State Tax Notes honored TEI’s role in a joint industry task force working to create a model revenue agent report (RAR) statute, which State Tax Notes featured as its “Project of the Year.” The task force, comprising representatives from TEI, the American Bar Association’s state and… Read more »
Early Registration Now Available for the 68th TEI Midyear Conference
The 68th TEI Midyear Conference will take place March 25–28, 2018, at the Grand Hyatt Washington in Washington, D.C. The theme will be Transforming the Tax Function, and the conference will cover diverse topics ranging from tax reform to the digital economy. Take advantage of the early registration rates available… Read more »
TEI Incorporates Diversity Charter in Updated Mission Statement
On June 22, TEI’s Board of Directors approved additions to the Institute’s Statement of Mission, Principles, and Purpose. The additions reflect TEI’s commitment to diversity within TEI and the tax profession by reinforcing TEI’s role as the global association of in-house tax professionals and promoting an inclusive culture that attracts,… 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)…
Preparing for Successful SALT Audits Audit preparedness is crucial, since federal and state agencies have…