Institute News

Introducing the 2016-17 Executive Committee

At TEI’s Annual Meeting of Members on August 9, the 2016–17 international president was sworn in, and the transition to the new Executive Committee took place. Janice Lucchesi is the new international president; Robert Howren, senior vice president; James Silvestri, secretary; and Katrina Welch, treasurer. The remaining Executive Committee members… Read more »

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TEI SALT Committee Holds Liaison Meetings

TEI’s State and Local Tax (SALT) Committee has held several liaison meetings with state revenue departments and intergovernmental tax agencies over the past six months. These meetings have provided TEI members the opportunity to begin a dialogue with state tax administrators and discuss issues of concern to TEI members, including… Read more »

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TEI Holds Liaison Meeting With the British Columbia Ministry of Finance

On May 16, TEI’s Canadian Commodity Tax Committee held a liaison meeting with the British Columbia (BC) Ministry of Finance. Jordan Goss, executive director of the consumer tax programs branch; Anne Foy, strategic advisor of the tax policy branch; Satish Perhar, executive director of the Vancouver district office; and Bob… Read more »

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Successful 66th Midyear Conference!
More than 400 attendees gathered at the Grand Hyatt in Washington, D.C., March 13–16 for TEI’s 66th Midyear Conference

James Kroeker, vice-chairman, Financial Accounting Standards Board; John Koskinen, commissioner, Internal Revenue Service; U.S. Rep. Kevin Brady, (R-TX), chairman, House Ways & Means Committee; and William Wilkins, chief counsel, Internal Revenue Service, anchored the educational program as keynote speakers. Members and nonmembers alike enjoyed more than thirty additional sessions covering… Read more »

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U.S. Supreme Court Issues GVR Order in First Marblehead v. Massachusetts Commissioner of Revenue

On October 13, 2015, the U.S. Supreme Court issued an order following TEI’s recommendation to issue a “GVR order” in First Marblehead v. Massachusetts Commissioner of Revenue. First Marblehead involves the proper apportionment of a financial institution’s income under Massachusetts’ financial institutions excise tax. The taxpayer claimed that the apportionment… Read more »

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Early Registration Now Available for the 66th Annual TEI Midyear Conference

The 66th Annual Midyear Conference will take place March 13–16, 2016, at the Grand Hyatt Washington in Washington, D.C. Take advantage of the early registration rates that are available now until February 25. Available Discounts There are discounts available for attendees from the same organization and for first-time attendees. All… Read more »

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2015–16 Executive Committee

At TEI’s Annual Meeting of Members on August 11, the 2015–16 international president was sworn in, and the transition to the new Executive Committee took place. C.N. (Sandy) Macfarlane is now the international president; Janice Lucchesi, senior vice president; Robert Howren, secretary; and James Silvestri, treasurer. The remaining Executive Committee… Read more »

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John Schoenecker Becomes TEI’s Newest Tax Counsel

John Schoenecker joined the TEI legal team as tax counsel in early August. A trial attorney with the tax division of the U.S. Department of Justice for almost eight years, John has litigated a broad range of tax matters, including those related to foreign tax credits, tax shelters, enforcement, and… Read more »

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2015–16 Executive Committee Prepares to Take TEI Reins

At TEI’s Annual Meeting of Members August 9–11, the 2015–16 international president will be sworn in, and the transition to the new Executive Committee will take place. C.N. “Sandy” Macfarlane becomes the international president; Janice Lucchesi, senior vice president; Robert Howren, secretary; and James Silvestri, treasurer. The other new Executive… Read more »

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Ivan Bastasic of the Canadian Revenue Agency Receives TEI’s Distinguished Service Award

TEI was pleased to recognize Ivan Bastasic for his 33-year service to the international tax community with the Distinguished Service Award at the 2015 Annual Canadian Tax Conference in May. Ivan recently retired from the Canadian Revenue Agency (CRA), most recently serving as special adviser to the director general in… Read more »

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