News
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 »
Region 1
Holds Annual Canadian Tax Conference in Ottawa
TEI Region 1 held its fifty-sixth Annual Conference May 3–5 in Ottawa. Mark Caluori, Jun Ping, and Steve Saunders planned the conference, and incoming TEI International President Josie Scalia delivered opening remarks. The program included many notable speakers, including the Honorable Marc Noël, KC, partner at Osler, Hoskin & Harcourt… Read more »
TEI Submits Comments on Stock Repurchase Excise Tax Proposed Regulations
On June 11, TEI submitted comments on the proposed regulations on the stock repurchase excise tax. TEI requested clarification on the method for electing to apply the proposed regulations retroactively to issuances and repurchases that occurred after December 31, 2022, but before the publication of the proposed regulations. TEI also… Read more »
TEI Regions 6 & 7
Hold IRS Liaison Meeting
On May 9, Regions 6 and 7 held their annual liaison meeting with the Internal Revenue Service in Chicago. Larry Pociask, Cathy Stevens, Angela Schlemmer, Sara Zelazny, Meredith Menden, and Ryan Gibbons moderated sessions with IRS speakers on LB&I compliance priorities, the research credit, the Taxpayer Advocate Service, transfer pricing,… Read more »
EMEA Chapter
Hosts Spring Conference in Paris
The EMEA Chapter hosted its annual Spring Conference at Baker McKenzie’s Paris office at the end of May. The first day encompassed a members-only meetings focusing on member-led advocacy initiatives, member roundtables, and member-led sessions, while the second day involved a variety of presentations featuring Baker McKenzie’s professionals and representatives… Read more »
TEI Holds Federal Tax Course – Level 1 in Atlanta
TEI held its annual Federal Tax Course – Level 1, June 17–21, at the Georgia Tech Hotel and Conference Center in Atlanta. This year’s course drew over sixty attendees from across the United States and Canada. The five days of educational sessions featured best-in-class faculty and valuable networking opportunities, including… Read more »
Region 9
Holds Annual Conference in Palo Alto
TEI Region 9 held its Annual Conference April 29–May 1 at the Crowne Plaza Cabana Hotel in Palo Alto, California. Ellen MacMillan, Region 9 vice president, gave welcome remarks, and Sage Eastman of Mehlman Consulting opened the conference with a topical session, Whiplash! Managing a Taxing Political Environment in Washington… Read more »
Chicago Chapter
Volunteers Help Chicagoans File Their Taxes
Through Ladder Up’s Tax Assistance Program in the Chicagoland area, TEI Chicago Chapter members helped to prepare over 14,000 tax returns and secure over $19.5 million in refunds for Ladder Up clients this year. Seven chapter volunteers totaled just over 240 hours of service, with an estimated economic impact of… Read more »
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