President’s Letter
The Holiday Season
To most, the holiday season usually means vacations, physical time away from the office (although being fully disconnected is a dream of the past), gatherings among family and friends, Feast of the Seven Fishes, and heated political arguments. Oh, sorry—that’s just my family. For us in the tax world, the… Read more »
Elevating Our Profile, Communicating Our Value
For many or perhaps even most of TEI’s membership, the legislative process that resulted in the Tax Reform Act of 1986 (TRA ’86) is a distant memory. Indeed, by the time I first became a head of global tax (it seems like yesterday, but it very much isn’t), the provisions… Read more »
What a Year. Where Did the Time Go?
At the start of my presidential year, I had a few core objectives for the upcoming twelve months. I wanted to make a difference personally, positively impact our members, and, above all, contribute to the betterment of the tax community. Those objectives were reflected in my overall theme of “Getting… Read more »
A Post-Midyear Conference Report
I was honored to preside over TEI’s 68th Midyear Conference in Washington, D.C., and to welcome 600-plus in-house tax professionals to examine the complexities of the Tax Cuts and Jobs Act, along with other technical, policy, and management challenges that confront us. At what is arguably the most consequential moment… Read more »
Cherry Blossoms, Maybe; Tax Reform, Finally; TEI’s Midyear Conference, Always!
March Madness puts most of us in mind of the NCAA basketball tournament. But Washington offers March madness of a wholly different sort, one that stretches the bounds of unpredictability far beyond the usual debt ceiling dance or legislative cliffhangers. “Fake news” and “hyperbolic opinion” have become the new normal.… Read more »
Hold on Tight—It’s 2018!
As we closed out 2017, there was no shortage of apprehension, uncertainty, and stress around the tax world, as Congress and the White House sought to complete work on far-reaching tax legislation. To be sure, the sausage-grinding exercise that passed for tax reform bore little resemblance to the order and… Read more »
Delivering on Our Promise: Merci Beaucoup, Toronto
By design, there is something for everyone at a TEI Annual Conference. The reason is that TEI is committed to serving the entire in-house tax professional community and, at our conferences, we have the opportunity to deliver on that commitment. If all attendees can bring back actionable insights relevant to… Read more »
Service and Duty to Our Profession
Being an in-house tax professional means service to our employers and to the system of taxation of which we are a part. We are duty-bound to add value, skill, and competence to both, yet how we choose to fulfill those obligations is a matter of personal choice. For me, joining… Read more »
Almost Complete, Never Done
When TEI’s 2016–2017 year started and work began on our goals assembled under the theme “Staying Nimble With Change,” few could have envisioned the profound political shifts that would result from the 2016 national election cycle. Would the new political alignment create an environment conducive to enacting comprehensive tax reform… Read more »
Rites of Spring, Washington-Style
Springtime in Washington means cherry blossoms, federal budget proposals, debt ceiling debates, and a host of other seasonal events. In the TEI world, we count our Internal Revenue Service (IRS) and Treasury liaison meetings and our Midyear Conference as falling into this “seasonal” bucket. These events, to gather and exchange… Read more »


AI in the Tax Department: Getting Tax a Seat at the Table Artificial intelligence (AI) is reshaping business functions rapidly, yet many…
Planning for IRS Audits in an Era of Uncertainty In its ongoing crusade against so-called “basis-shifting” transactions, the Internal…
Transfer Pricing and Valuation in Financial Transactions Business transactions such as mergers, acquisitions, and reorganizations often necessitate…
TEI Roundtable No. 52: FASB Accounting Standards Update 2023-09—Income Taxes (Topic 740) As financial reporting evolves, the Financial Accounting Standards Board (FASB)…
Andreia Verissimo Andreia Verissimo, the senior manager for US tax policy at…
Preparing for Successful SALT Audits Audit preparedness is crucial, since federal and state agencies have…