News
2015–16 Executive Committee
At TEI’s Annual Meeting of Members on August 11, the 2015–16 international president was sworn in, and the transition to the new Executive Committee took place. C.N. (Sandy) Macfarlane is now the international president; Janice Lucchesi, senior vice president; Robert Howren, secretary; and James Silvestri, treasurer. The remaining Executive Committee… Read more »
John Schoenecker Becomes TEI’s Newest Tax Counsel
John Schoenecker joined the TEI legal team as tax counsel in early August. A trial attorney with the tax division of the U.S. Department of Justice for almost eight years, John has litigated a broad range of tax matters, including those related to foreign tax credits, tax shelters, enforcement, and… Read more »
Carolinas Chapter
Awards Scholarships to Accounting Students
At the UNCC Accounting Scholarship Banquet on April 23, the TEI Carolinas Chapter awarded scholarships to five accounting students who attend universities in North and South Carolina. Among the recipients was University of North Carolina at Charlotte senior Jonathan Brown. Jonathan is majoring in accounting and currently interns in the tax… Read more »
Philadelphia and Harrisburg Chapters
Present Scholarships to Six Deserving Students
An annual highlight of the TEI Philadelphia and Harrisburg chapters’ years is awarding scholarships to six outstanding candidates from local universities. Scholarships for the 2014–15 year were recently awarded. Each year, the chapters pool their resources to maximize scholarship awards. A scholarship candidate must be a junior or senior accounting… Read more »
Portland Chapter
Hosts Annual Tax Conference
On April 29, more than 100 tax professionals gathered at the Multnomah Athletic Club in Portland, Oregon, for the TEI Portland Chapter’s Annual Tax Conference. Chapter President Michael Burch of Nike started the conference by welcoming participants. Eric Solomon, co-director of Ernst & Young’s national tax department, delivered the keynote… Read more »
2015–16 Executive Committee Prepares to Take TEI Reins
At TEI’s Annual Meeting of Members August 9–11, the 2015–16 international president will be sworn in, and the transition to the new Executive Committee will take place. C.N. “Sandy” Macfarlane becomes the international president; Janice Lucchesi, senior vice president; Robert Howren, secretary; and James Silvestri, treasurer. The other new Executive… Read more »
Ivan Bastasic of the Canadian Revenue Agency Receives TEI’s Distinguished Service Award
TEI was pleased to recognize Ivan Bastasic for his 33-year service to the international tax community with the Distinguished Service Award at the 2015 Annual Canadian Tax Conference in May. Ivan recently retired from the Canadian Revenue Agency (CRA), most recently serving as special adviser to the director general in… Read more »
TEI Welcomes New Website and Community Manager
Lorelei Bassi joined TEI in April as the website and community manager in the marketing and communications department. She handles all things Web- and social media-related, ensuring that TEI websites, social media channels, and the community platform TEIConnect are updated and accessible, while tracking usage and trends. Lorelei will also… Read more »
Cincinnati–Columbus Chapter
Hosts Tax Boot Camp
On March 17 and 18, the Cincinnati–Columbus TEI Chapter hosted a regional Tax Boot Camp. More than 150 tax professional members attended, coming from the hosting chapter, Cleveland, Detroit, Indiana, Kentucky, and Pittsburgh. Day one provided training in the fundamentals of federal, state, and international taxes; classroom time was followed… Read more »
San Francisco Chapter
Hosts Annual IRS and Volunteer Income Tax Prep Days
The San Francisco TEI Chapter held two annual events this past February. The first event was the Annual Volunteer Income Tax Preparation Day. Eight chapter members volunteered their time and tax knowledge at the Bayview Hunter’s Point YMCA to assist low-income families with their individual income tax returns. Each volunteer was… Read more »

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