News
TEI Holds Second International Tax Student Case Competition
On Saturday, August 17, TEI held its second International Tax Student Case Competition at the Montréal offices of Gowling WLG, the competition’s host sponsor. Six teams of four students from universities in North and South America competed to determine which team could devise the best solution to a set of… Read more »
Cleveland Chapter
Holds Annual Scholarship Golf Outing
On August 26, the TEI Cleveland Chapter held its eighth annual scholarship golf outing. This event has grown every year, with thirty teams from seventeen firms participating this year. Proceeds fund scholarships for a master’s in taxation student at the University of Akron and undergraduate accounting students considering careers in… Read more »
TEI Submits Comments on Proposal for Brazilian Cooperative Compliance System
On June 10, TEI sent a letter to the Brazilian tax authorities recommending that Brazil adopt a cooperative compliance program with taxpayers. TEI noted the advantages of such a program include providing tax authorities with transparency and taxpayers with certainty, improving the risk assessment process, and assisting the Brazilian tax… Read more »
TEI Submits Comments on Notice 2023-63, Section 174, and Software Development
On July 24, TEI submitted comments on Notice 2023-63 and Section 174, with a particular focus on rules related to software development for future proposed regulations. TEI requested rules for determining the proper unit of account with respect to specified research or experimental expenditures (SREs) and further guidance on what… Read more »
Region 8
Annual Conference Takes Place in Hilton Head
TEI Region 8 held another successful regional meeting June 12–16 at the beautiful Westin Hilton Head Resort & Spa in South Carolina. Top national speakers graced attendees with their presence and informative presentations. As always, all the families who joined enjoyed a great time on the beach as well as… Read more »
Region 2
Forum Returns to Atlantic City
TEI Region 2 held its fifteenth Annual Forum June 3–4 at the Borgata in Atlantic City, New Jersey. The day-and-a-half forum kicked off with a plenary on the current tax policy environment, followed by a number of educational breakouts on topics ranging from emerging federal issues to new tax technology.… Read more »
Come See Us in D.C.!
TEI’s staff was pleased to welcome current senior vice president and incoming international president, Josie Scalia, and current treasurer and incoming senior vice president, Walter Doggett, to our Washington, D.C., office. Scalia, who lives in Montreal, traveled to D.C. for work meetings and made time to discuss her upcoming presidential… Read more »
TEI Welcomes New Director of Membership and Chapter Engagement
TEI recently hired Robert Burman as its new director of membership and chapter engagement. In his role, Burman oversees all aspects of the membership and chapter engagement programs. This includes exploring and developing TEI’s member value proposition, supporting and collaborating with the leadership of Institute chapters and regions, and ensuring… Read more »
Cleveland Chapter
Honors Larry Boron
On May 20, TEI’s Cleveland Chapter honored Larry Boron, who recently retired as head of tax at Sherwin-Williams. He has been a member of TEI since 1997 and served in numerous chapter roles, including chapter president and chair of the chapter’s International Tax Committee. Boron has been a staunch supporter… Read more »
Region 10
Annual Conference Takes Place in Dana Point
TEI Region 10 held its forty-fourth Annual Conference May 22–24 at the Waldorf Astoria Monarch Beach Resort & Club in Dana Point, California. The three days of educational sessions kicked off with a discussion of current tax policy, including the possibility of tax legislation on Capitol Hill, the OECD Pillars… Read more »
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