Features

TEI Roundtable No. 14 The Evolving Role of State Tax Professionals
More responsibility, more tax integration now part of landscape

In recent years, we’ve seen the role of state tax professionals change fairly significantly, in terms of responsibilities, having a “seat at the table,” and relationships with their supervisors and peers. To find out more about what’s happening in this space, we convened a roundtable of state tax professionals including… Read more »

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Unfair Apportionment: Consider the Alternatives
The taxpayer’s task is to assess both constitutional and statute-based options

When must state apportionment be fair? Always. If a state’s normal apportionment formula is operating unfairly with respect to your company, you need to consider the alternatives. The United States Supreme Court has articulated a four-part test for determining whether a state tax burdens interstate commerce in violation of the… Read more »

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Nexus Is Crucial, Complex Connection for State Tax Professionals
After financial crisis, states enacted broader laws to increase revenues

Nexus is a wondrous word, replete with meanings. A quick search turns up all kinds of interesting uses. Nexus is a cell phone, it is a type of android from the movie Blade Runner, and it appears in the names of songs, bands, and albums. It is a superhero, the… Read more »

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TEI Roundtable No. 13 Ethics and Tax Planning
In the end, tax planners must be comfortable explaining to taxpayers how they report transactions

Tax planning and ethics. For some corporate tax practitioners, the combination is not exactly like the perfect martini, but more like the perfect storm. However, like it or not, both are extremely important when advising clients about tax issues. For this roundtable, we convened a group with a world of… Read more »

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International Tax in Flux
With more changes coming, what’s your game plan?

  At this writing we are in the middle of some of the most significant changes to the international tax landscape in a generation. Many of the coming changes are well reported and obvious, others less so. Although busy professionals have precious little time to consider trends and to plan… Read more »

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Q&A With Robert Stack

  Robert Stack served as deputy assistant secretary for international tax affairs in the Office of Policy at the U.S. Department of the Treasury for almost four years before deciding to leave government service. During his tenure, Stack responded to numerous questions from TEI members and recently granted Tax Executive… Read more »

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TEI Roundtable No. 12: The Evolving Education of Tax Professionals
Trying to meet corporate needs for more well-rounded students in changing times

The education of tax professionals has never been as important—or as complex. Tax laws and regulations are proliferating, the international tax scene is burgeoning, online education is on the rise, and, according to some observers, many students expect different educational experiences. In November, we convened a roundtable to explore these… Read more »

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TEI at Three Score and Thirteen: Respected, Essential-and Evolving
As new leaders inevitably emerge, seasoned professionals say TEI critical to professional, personal growth

Over seventy years ago, a core group of corporate tax professionals met in New York City and created an organization to serve the professional needs of in-house tax executives. Meeting the education, networking, and advocacy needs of business tax professionals has anchored Tax Executives Institute ever since. Over the ensuing… Read more »

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TEI Roundtable No. 11: What Keeps CTOs Up at Night
Retroactivity issues and the Apple case may trigger some angst, but what often cause concern for CTOs on the firing line are business developments they don't know about

  For chief tax officers (CTOs), there are everyday worries, and then there are worries that keep them up at night—BEPS, changing compliance requirements, and increasing demands on their time, to name just a few. Tax Executive convened a roundtable to discuss in more detail the changing role of CTOs… Read more »

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Tax Developments in 2016
Part 2: International Tax. A Whole New World for Intangibles

  As the year comes to a close, we have a natural tendency to reflect on the past twelve months. This year has been exciting and challenging. Brexit. Summer Olympics. The U.S. presidential elections. This also has been an exciting and challenging year for international tax professionals deciphering recent guidance.… Read more »

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