Chapter News

San Francisco Chapter
Holds Annual Meeting

The San Francisco Chapter held its annual meeting at the Wayfare Tavern in June. New Chapter officers were recognized, and then current president, Ed Wohlers, gave the charter to the incoming president, Lisa Kim. Member Roni Height was presented with the Meritorious Service Award as well.

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Atlanta Chapter
Celebrates Robert Howren

The TEI Atlanta Chapter’s current and former board members celebrated Robert Howren’s election as TEI’s 2017–2018 international president at a cookout on July 15. He is the first Atlanta Chapter member to serve as international president since 1999.

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Buffalo-Niagara Chapter
Holds Networking Event

The Buffalo-Niagara Chapter held a fun networking event after its June CPE meeting. Attendees went on the Buffalo River History Tour to learn more about the old grain mills and how Buffalo became known as the Queen City. (You’ll just have to take the tour to find out why.) It… Read more »

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Region I
Holds Fifty-First Annual Canadian Tax Conference

The Fifty-First Annual Canadian Tax Conference was held at the Château Laurier in Ottawa from May 8 to 10. The conference planning committee comprised Steve Perron of CGI Group, who is TEI’s vice president for Canadian affairs; David Card of Enbridge, chair of the Canadian commodity tax committee; and Paul… Read more »

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San Francisco Chapter
Mourns Passing of Past President

Donald “Don” W. Clark, former senior director of taxation at Transamerica Corporation and longtime TEI member, died on May 4, 2017. He passed away peacefully in his home at age 82. Don was born on March 5, 1935, in Thermopolis, Wyoming, and grew up in Wyoming and Montana. He received… Read more »

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Atlanta Chapter
Holds Full-Day CPE Event

TEI’s Atlanta Chapter held a full-day CPE event on May 18 at the Renaissance Atlanta Waverly Hotel and Convention Center. The event, which Ernst & Young sponsored, began with a tax accounting update presented by Matt Tisdel and Adam Bean. Steve Skor then presented on the new Section 987 regulations.… Read more »

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Region VIII
Holds 2017 Annual Conference

The 2017 TEI Region VIII Annual Conference was held from June 7 to 10 at the beautiful Westin Hilton Head Island Resort. The conference was attended by 110 TEI members, thirty-five speakers, many sponsors, and family members. TEI members came from chapters as far away as Orange County, California; Indiana; New Jersey;… Read more »

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San Francisco Chapter
Holds Its Annual IRS Day in February at Golden Gate University

The San Francisco Chapter of TEI held its annual IRS Day on Wednesday, February 22, at Golden Gate University in San Francisco. The IRS panel included Kimberly Edwards, director, western compliance practice area; Jolanta Sander, director, field operations west, cross borders activities; and Gloria Sullivan, director, financial institutions and products.… Read more »

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Atlanta Chapter
Holds Monthly Lunch Meeting

The Atlanta Chapter’s monthly lunch meeting on March 21, presented by Dixon Hughes Goodman at Maggiano’s Little Italy, covered various Financial Accounting Standards Board updates for revenue recognition and leases. The speaker was Paul Lundy, partner at Dixon Hughes Goodman, LLC.   Also, Chiquita Edwards of the Atlanta Chapter presented… Read more »

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Chicago Chapter
Ladder Up Joins Forces With TEI

This year the Chicago Chapter teamed with local nonprofit Ladder Up and the Tax Assistance Program to provide tax assistance to low-income families in the greater Chicagoland area. TEI invited employees and board members of Ladder Up to speak at a few Chapter meetings to introduce the organization and its… Read more »

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