Back row (from left): James Kennedy, senior vice president, finance, and chief tax officer, OppenheimerFunds; Benjamin R. Shreck, TEI tax counsel; Wayne Monfries, vice president, tax, TransUnion; Watson M. McLeish, TEI tax counsel; Richard Wireman, vice president, tax, Principal Financial Group; and Doug Rodolph, director, Walmart, Inc.
On February 27–28, 2020, a delegation of TEI executive committee members, standing committee leaders, and Institute staff assembled in Washington, D.C., for TEI’s annual liaison meetings with the Internal Revenue Service and the U.S. Department of the Treasury. The delegation was led by Katrina H. Welch, TEI international president, under the stewardship of Watson M. McLeish and Benjamin R. Shreck, tax counsels for the Institute. This year’s meetings covered a range of timely federal income tax law, policy, and administration issues, including Large Business & International Division examinations; Tax Cuts and Jobs Act implementation and compliance; and many others of significance to TEI members. TEI’s substantive meeting agendas are reproduced on pages 55 to 60 and are available online at www.tei.org/advocacy/liaison-meetings/tei-holds-2020-liaison-meetings-internal-revenue-service-and-us.
