Author: Tax Executive Staff

TEI Tax Technology Seminar Set to Deliver Once Again

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Each year, TEI’s Tax Technology Seminar brings together in-house tax professionals for practical conversations about ever-evolving tax technologies. The seminar offers actionable insights, candid peer discussions, and hands-on workshops that translate directly to the in-house professional’s everyday work. As TEI looks ahead to this year’s program, this seminar remains a… Read more »

Overreliance on AI for Tax Advice: A Cautionary Perspective

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With the increasing popularity of artificial intelligence (AI), many people use AI tools like ChatGPT for guidance. Some even use it for sensitive smatters, including taxation, without fully understanding the attendant risks related to security, accuracy, and legal protection. Are you using AI as a tax advisor or consultant? If… Read more »

TEI Canadian Commodity and Income Tax Committees Hold Annual Liaison Meetings

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TEI’s Canadian Commodity and Income Tax Committees held their annual liaison meetings with the Canada Revenue Agency (CRA) and the Department of Finance Canada (DoF) in mid-November. The annual meetings enable committee members to engage with Canadian government officials on tax compliance and policy matters, with government officials providing substantive… Read more »

Tracy Kautzman
Pittsburgh Chapter

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Tracy Kautzman knew in high school that a career in accounting was her track. “I am detail-oriented. The whole idea of debits and credits, everything having an equal offset, and all the basics that I learned in my first accounting class sang to me,” she says. That decision eventually led…

Acknowledgments

TEI gratefully acknowledges the support of its sponsors. Their financial support enables TEI to maintain a rich program of value-added education, networking, and advocacy activities for the in-house tax community. Exclusive Affinity Partner Thomson Reuters Platinum Andersen BDO Birch Risk Advisors Bloomberg Tax CAC, part of The Baldwin Group Crowe… Read more »

The State of the Corporate Tax Department

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Corporate tax departments continue to struggle to move beyond compliance work and into more strategic roles, according to Thomson Reuters’ 2025 State of the Corporate Tax Department report, produced in collaboration with TEI. Despite ambitions to modernize, most departments remain bogged down by limited budgets, talent shortages, and outdated technology.… Read more »

EMEA Chapter Celebrates 25th Anniversary in Switzerland

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The TEI EMEA Chapter met at PwC’s offices in Lausanne, Switzerland, November 13–14, to celebrate its twenty-fifth anniversary and hold its fall meeting. The event began with an EMEA Chapter board meeting that welcomed several past chapter presidents. On Thursday, November 13, the chapter hosted its member day, which featured… Read more »

Sandy Shanks

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According to Sandy Shanks, managing director, tax, at ConocoPhillips Canada, her initial path to a career in tax was twisted. “I started my studies at the University of Alberta in a physiotherapy program but then decided I wanted to pursue medicine,” she says. “So, I pulled out of physiotherapy to… Read more »

TEI Advances Advocacy on International Tax Issues

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TEI’s advocacy is a prime benefit of membership. By participating in advocacy efforts, you can shape the corporate tax system—in the United States and around the world—to be more efficient and less burdensome. Below are several examples of TEI’s advocacy over the past several months. At the end of this… Read more »

TEI Holds Third Annual Ethics CPE Webinar Series

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TEI hosted its third annual Ethics CPE for Tax Professionals Webinar Series, December 10–11, providing in-house tax professionals with an opportunity to earn 2025 ethics CPE credits before year-end while strengthening their understanding of today’s most pressing ethical challenges. The series covered timely ethics topics, including accounting method decisions, the… Read more »