News

Philadelphia and Harrisburg Chapters
Present Scholarships

A highlight of the TEI Philadelphia and Harrisburg Chapters’ year is awarding scholarships to outstanding students from local universities. The two chapters pool their resources to maximize scholarship awards. In the just-ended 2018–2019 year, they awarded seven $2,000 scholarships.A scholarship candidate must be a junior or senior accounting or business… Read more »

TEI Holds Congressional Liaison Meetings

TEI officially returned to Capitol Hill, May 1–2, 2019, for the Institute’s first set of congressional liaison meetings since the late 1990s. Over two days, a delegation of TEI members and Institute staff met with the majority and minority staffs of each chamber’s tax writing committee—the House Committee on Ways… Read more »

Enjoys an Afternoon of Baseball (and CPE Credits)
Baltimore-Washington Chapter

The Baltimore-Washington Chapter recently held its annual Washington Nationals/CPE event at Nationals Park in Washington, D.C. A morning of continuing professional education followed by an afternoon of baseball proved a winning combination. Tom Frazier, chapter president, and his team organized and coordinated the day’s activities. Frazier personally greeted each participant arriving… Read more »

Introducing the 2019–2020 Executive Committee

Even though they won’t officially be sworn in until the Annual Members/Board of Directors meeting in August, we want to introduce you to the new executive committee. Katrina Welch will be the new international president; James Kennedy, senior vice president; Mitch Trager, secretary; and Wayne Monfries, treasurer. The remaining members… Read more »

2019–2020 Technical Committee and Task Force Chairs

TEI’s technical committees and task forces have already begun their work for the 2019–2020 year, including session planning for the Annual Conference, working on advocacy initiatives, and more. If you are interested in joining a committee or task force, contact the chair listed here.

TEI’s Chief Tax Counsel to Lead U.K. Branch Office

Effective June 25, 2019, Patrick Evans, TEI’s chief tax counsel and corporate counsel, will relocate to Manchester, United Kingdom, to establish a TEI branch office there. TEI’s U.K. branch will serve as a key springboard for further developing TEI’s three pillars—education, networking, and advocacy—in the U.K. and throughout the Europe,… Read more »

Holds 5th Annual Spring Education Day
Nebraska Chapter

TEI’s Nebraska Chapter held a full-day CPE/CLE event at the Scott Conference Center in Omaha on April 23. Matt Gareau and Tim Davis from Deloitte’s Washington National Tax office presented on “Fundamentals of Consolidated Federal Taxes,” designed to provide basic federal taxation knowledge for tax professionals. The event drew over… Read more »

Holds Annual Federal/International All-Day Conference
Pittsburgh Chapter

TEI’s Pittsburgh Chapter recently hosted its Annual Federal/International All-Day Conference. This event is one of two major all-day programs the chapter holds each year and complements a SALT program that took place in the fall. Attendees were treated to a full sit-down luncheon during which Deloitte, this year’s sponsor, presented a technology-focused… Read more »

Holds Spring Meeting
Carolinas Chapter

The TEI Carolinas Chapter held its spring meeting at the University of North Carolina at Charlotte on March 1. In addition to the educational program, Carolinas Chapter president Craig Puno presented the chapter’s Meritorious Service Award to Marcus Shore, director of federal tax at Duke Energy.

Honors Past President
Detroit Chapter

In connection with the TEI Detroit Chapter’s February meeting, interim chapter president Kathy Castillo bestowed the past president’s plaque and pin on Mary Lewis in recognition of her service to the chapter during the 2017–2018 year.

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