News
TEI’s Corporate Tax Department Survey Results Are In!
TEI’s 2021 Corporate Tax Department Survey provides an in-depth look at the organization, operations, and activities of corporate tax departments across the globe. The 2021 study tracks the results from TEI’s 2005 and 2012 surveys, benchmarking and highlighting changes in tax departments over the past decade and a half. The… Read more »
New Staff Members Join TEI
We are excited to announce two additions to the TEI staff. Tanya Coogan Tanya Coogan joined the staff as TEI’s new director of membership and chapter relations. She will support the Institute’s ongoing efforts to provide service to its members and chapter network. Coogan will direct the membership recruitment and… Read more »
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 »
New Group Pricing Structure One of my key goals for the 2025–2026 fiscal year…
Corporate Apportionment of Partnership Income A decision issued by the Virginia Court of Appeals, FJ…
2026 State Tax Changes According to the Tax Foundation, forty-three states made significant changes…
The Price of Regulatory Certainty Prior to the Inflation Reduction Act (IRA) of 2022, transferability…
The Supreme Court Ruling and the Potential for Tariff Refunds: Their Impact on Transfer Pricing When the United States introduced reciprocal tariffs in April 2025,…
Masha Freyvert When Masha Freyvert was an undergraduate at Boston University, she…