News
Portland Chapter
Hosts Annual Tax Conference
In late April, more than 100 participants gathered at the Multnomah Athletic Club in Portland, Oregon, for the TEI Portland Chapter’s Annual Tax Conference. The keynote speaker at the conference was Jon Traub, managing principal of Deloitte’s tax policy group, who provided attendees with insights into tax policy and politics… Read more »
New England Chapter
Presents Scholarships at All-Day Meeting
The New England Chapter’s annual All-Day Meeting on May 13 included the presentation of two Chapter scholarship awards. TEI New England has established scholarships with two regional universities and awards the scholarships annually to exceptional students who have committed to further education in tax.
TEI SALT Committee Holds Liaison Meetings
TEI’s State and Local Tax (SALT) Committee has held several liaison meetings with state revenue departments and intergovernmental tax agencies over the past six months. These meetings have provided TEI members the opportunity to begin a dialogue with state tax administrators and discuss issues of concern to TEI members, including… Read more »
TEI Holds Liaison Meeting With the British Columbia Ministry of Finance
On May 16, TEI’s Canadian Commodity Tax Committee held a liaison meeting with the British Columbia (BC) Ministry of Finance. Jordan Goss, executive director of the consumer tax programs branch; Anne Foy, strategic advisor of the tax policy branch; Satish Perhar, executive director of the Vancouver district office; and Bob… Read more »
Successful 66th Midyear Conference!
More than 400 attendees gathered at the Grand Hyatt in Washington, D.C., March 13–16 for TEI’s 66th Midyear Conference
James Kroeker, vice-chairman, Financial Accounting Standards Board; John Koskinen, commissioner, Internal Revenue Service; U.S. Rep. Kevin Brady, (R-TX), chairman, House Ways & Means Committee; and William Wilkins, chief counsel, Internal Revenue Service, anchored the educational program as keynote speakers. Members and nonmembers alike enjoyed more than thirty additional sessions covering… Read more »
Wisconsin Chapter
Celebrates Sixty Years
Approximately fifty members and guests of the TEI Wisconsin Chapter gathered on February 25 to celebrate the chapter’s sixtieth anniversary. Celebrants included chapter past presidents, current chapter officers, and a number of individuals from professional service firms, in addition to members. Dawn Peterson, current chapter president, shared stories from the… Read more »
Wisconsin Chapter
Honors Carita Twinem With Meritorious Service Award
Meritorious is defined as “deserving praise, reward, and esteem” or “deserving of divine grace.” These words are an appropriate description for the Wisconsin Chapter’s Meritorious Service Award winner: Carita Twinem. Twinem joined TEI in 1988 and immediately became active in making a difference. She has held all chapter officer… Read more »
Cleveland Chapter
Mourns Passing of Past President Naughton
The TEI Cleveland Chapter is saddened by the passing of Past President John Naughton in early February. Naughton was a graduate of West Tech High School in Cleveland and then went on to serve in the U.S. Army. After serving in the military, he graduated from the Ohio State University… Read more »
San Francisco Chapter
Performs Community Service
TEI San Francisco Chapter members participated in its third Annual Tax Volunteer Day. Members were busy all day assisting low-income community members with their 2015 federal and state income tax returns. This event was held in partnership with the Bayview Hunters Point YMCA and their Volunteer Income Tax Assistance clinic.… Read more »
U.S. Supreme Court Issues GVR Order in First Marblehead v. Massachusetts Commissioner of Revenue
On October 13, 2015, the U.S. Supreme Court issued an order following TEI’s recommendation to issue a “GVR order” in First Marblehead v. Massachusetts Commissioner of Revenue. First Marblehead involves the proper apportionment of a financial institution’s income under Massachusetts’ financial institutions excise tax. The taxpayer claimed that the apportionment… Read more »
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