Region and Chapter News

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 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 »

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 »

Florida Chapter
Holds Annual Spring Meeting

TEI’s Florida Chapter held its annual Spring Meeting on May 7 and 8. The meeting was hosted by RSM and included several interesting topics, including a session with local IRS executives giving an update on current IRS hot topics.

Cleveland Chapter
Hosts 7th Annual Scholarship Golf Outing

On September 18, TEI’s Cleveland Chapter hosted its Seventh Annual Scholarship Golf Outing at Signature of Solon Country Club. This year’s outing included twenty-seven teams sponsored by seventeen firms, a new record for the chapter. Proceeds from the golf outing support scholarships for students who have an interest in a… Read more »

TEI Relaunches the New Orleans Chapter as the Gulf States Chapter

TEI is back in the Big Easy! Under the direction of LT Toras, chapter president, and Wayne Hamilton, chapter representative, TEI relaunched the former New Orleans Chapter as the newly reconstituted Gulf States Chapter. The new name reflects the Institute’s commitment to expanding its reach beyond New Orleans to serve… Read more »

Hosts Sixth Annual Scholarship Golf Outing

On August 1, the TEI Cleveland Chapter hosted its sixth Annual Scholarship Golf Outing at Signature of Solon Country Club in Solon, Ohio. This year’s outing included twenty-two teams sponsored by fifteen firms. Proceeds from the golf outing support scholarships for students who have an interest in a career in… Read more »

New York Chapter
Awards Scholarships

In December, the president of TEI’s New York Chapter, Sheila Rao, was happy to award four scholarships to future tax professionals. We congratulate the following scholarship winners: Primrose Zvinavashe of the master’s program at Pace University, who also holds a JD from the university’s law school, was awarded the Jerry… Read more »

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