Institute News

Introducing the 2018–2019 Executive Committee

Though they won’t officially be sworn in until the Annual Meeting of Members in August, we want to introduce you to the new Executive Committee. Jim Silvestri will be the new international president; Katrina Welch, senior vice president; James Kennedy, secretary; and Mitch Trager, treasurer. The remaining members of the… Read more »

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2018–2019 Technical Committee and Task Force Chairs

TEI’s technical committees and task forces have already begun their work for the 2018–2019 year, including session planning for the Annual Conference and working on advocacy initiatives. If you are interested in joining a committee or task force, contact the chair listed here.

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TEI Holds Annual Liaison Meetings in Washington

With the portrait of TEI founder Paul Smith in the background, the Institute’s leadership delegation gathered in Washington, D.C., for annual liaison meetings with the Internal Revenue Service and the Treasury Department’s Office of Tax Policy. Attendees included Katrina Welch, TEI secretary; Jim Silvestri, senior vice president; John Mann, chair… Read more »

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TEI Holds Liaison Meetings With Canada Revenue Agency and Department of Finance

On December 5 and 6, a delegation including members of TEI’s Canadian income tax and Canadian commodity tax committees assembled in Ottawa for TEI’s annual liaison meetings with representatives of the Canada Revenue Agency and the Department of Finance. This year’s meetings featured robust agendas covering a range of tax… Read more »

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TEI Honored for Role in State Tax Notes’ “Project of the Year”

On December 18, 2017, State Tax Notes honored TEI’s role in a joint industry task force working to create a model revenue agent report (RAR) statute, which State Tax Notes featured as its “Project of the Year.” The task force, comprising representatives from TEI, the American Bar Association’s state and… Read more »

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Early Registration Now Available for the 68th TEI Midyear Conference

The 68th TEI Midyear Conference will take place March 25–28, 2018, at the Grand Hyatt Washington in Washington, D.C. The theme will be Transforming the Tax Function, and the conference will cover diverse topics ranging from tax reform to the digital economy. Take advantage of the early registration rates available… Read more »

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TEI Incorporates Diversity Charter in Updated Mission Statement

On June 22, TEI’s Board of Directors approved additions to the Institute’s Statement of Mission, Principles, and Purpose. The additions reflect TEI’s commitment to diversity within TEI and the tax profession by reinforcing TEI’s role as the global association of in-house tax professionals and promoting an inclusive culture that attracts,… Read more »

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Introducing the 2017–2018 Executive Committee

TEI’s Annual Meeting on August 8 included the swearing in of the Institute’s 2017–2018 officers and the transition to the new Executive Committee. Robert Howren is the new international president; James Silvestri, senior vice president; Katrina Welch, secretary; and James Kennedy, treasurer. The remaining members of the Executive Committee are:… Read more »

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TEI Members Hold Inaugural Liaison Meeting With FASB

On March 30, 2017, members of TEI’s financial reporting committee met with a delegation of Financial Accounting Standards Board (FASB) members and staff, marking the first face-to-face meeting between TEI and the FASB and accomplishing an Institute goal spearheaded by TEI’s current international president, Janice Lucchesi. The TEI group, led… Read more »

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South Carolina Permits Reporting of Federal Income Adjustments Based on TEI Policy Statement

On December 8, 2016, the South Carolina Department of Revenue issued SC Revenue Procedure #16-1, which addresses how corporations may report federal income tax adjustments made by the Internal Revenue Service. Generally, corporations may report corrections or changes to a previously filed South Carolina return by filing an amended South… Read more »

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