Roundtable

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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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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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 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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TEI Roundtable No. 11: Tax Plans of the Presidential Candidates
Shockingly (Haha), Clinton and Trump Proposals Differ Dramatically

This is not your typical presidential election season. So, as we prepare this issue of the magazine, tax issues are not on the front burner. Who knows what will happen during the debates or as the campaign heads inexorably toward Election Day? For this roundtable, we convened a group of… Read more »

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TEI Roundtable No. 9: Technology Standards & the Tax Function
Hosting issues, cloud-based data aggregation, and cybersecurity protection — mixed in with corporate tax requirements — are among the key concerns.

As technology standards continue to change, so do their impact on the tax function and corporate tax professionals. Tax Executive convened a roundtable to discuss the burgeoning relationship among technology standards, tax requirements, and the changing dynamics of tax professionals. Kelly Necessary, senior director of tax at Time Warner Cable;… Read more »

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TEI Roundtable No. 9: Six Past TEI Presidents From Canada Share Their Stories
Spanning Four Decades, There’s a Lot to Learn From These Former Head Honchos

In this special issue focused on Canada, it seemed only appropriate that the Roundtable we convened also reflect a Canadian bent. To that end, we invited the six living TEI presidents from Canada to discuss their tenures at the helm of the organization, including Vincent Alicandri (2008–09), David Burn (1986–87),… Read more »

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TEI Roundtable No. 8: Tax Talent in Transition
How to plan your next steps in the face of M&As, spinoffs, bankruptcies, outsourcing, and changing demographics

The days when a young tax professional at a corporation worked his or her way up the ladder and stayed with the same company for an entire career are falling by the wayside. True, those days are not disappearing entirely, but most tax professionals move among several different opportunities at… Read more »

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TEI Roundtable No. 7: Engaging Emerging Tax Professionals

Tax Executives Institute has implemented several initiatives aimed at increasing participation among emerging tax professionals, including the formation of an Emerging Tax Professionals Subcommittee. Tax Executive convened a roundtable discussion, moderated by Senior Editor Michael Levin-Epstein, to find out what the subcommittee was doing and the ways emerging tax professionals… Read more »

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Roundtable No. 6 The Evolving Role of the Chief Financial Officer
As Compliance, Reporting, and BEPS Become More Complicated, so Does the Role of the CFO

Channeling Kevin Bacon in the movie A Few Good Men, these are the facts, and they are indisputable: As the role of the chief tax officer (CTO) becomes geometrically more complex (see Roundtable No. 5, September/October 2015 issue of Tax Executive), so does that of the chief financial officer (CFO).… Read more »

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