Author: Andy Moon, Billy Lee, and Denis Cook

Purchasing Clean Energy Tax Credits
What corporate tax teams need to know about prevailing wage and apprenticeship requirements

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The Inflation Reduction Act of 2022 (IRA) greatly expanded energy-related federal income tax credits and created Internal Revenue Code Section 6418, which allows eligible taxpayers to transfer, or sell, certain clean energy tax credits to unrelated parties for cash. One key area of due diligence when purchasing a tax credit…

Recent Advocacy

TEI’s committees have been engaged in numerous advocacy initiatives over the past several months. To learn more about TEI advocacy or join a committee, contact any member of the legal team. TEI Files Comments on Foreign Tax Redeterminations Under Section 905(c) On March 31, TEI submitted comments to the Internal… Read more »

TEI Adds New Staff Members

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TEI is excited to introduce new staff members that have recently joined our team in Washington, D.C. Jamea Rouse, Member and Chapter Services Coordinator Jamea Rouse joined TEI as its member and chapter services coordinator this past November. She brings eight years of nonprofit experience to TEI, with seven focused… Read more »

2024 State Corporate Income Tax Changes

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Spurred by their emergence from the COVID-19 pandemic with revenue surpluses and a drive to mitigate the effects of inflation, states continue to ride waves of reform in 2024. This year, thirty-four states made changes to their tax codes, effective January 1. As detailed here, six states—Arkansas, Iowa, Kansas, Nebraska,… Read more »

In Memoriam: Pierre Bocti and Alan Wheable
TEI mourns the passing of two long-time Canadian members, Pierre Bocti and Alan E. Wheable.

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TEI mourns the passing of two long-time Canadian members, Pierre Bocti and Alan E. Wheable. Pierre Bocti Pierre Bocti passed away on January 14. Pierre was a member of TEI for over forty years. During that time, he was very active in TEI, rising to serve as the 1996–1997 president…

Jonathan Winn
Atlanta Chapter

Jonathan Winn, president of TEI’s Atlanta Chapter, has a clear plan for the chapter’s immediate future: to better engage members. “Atlanta is so geographically spread out, with a diverse footprint of hubs and business throughout the metro area. Our focus now is to meet the members where they work and…

E-Invoicing Mandates, AI, and the Evolving In-House Tax Role

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Two key areas shaping the evolving roles of in-house tax professionals are e-invoicing mandates and artificial intelligence (AI). Ray Grove, head of corporate tax and trade for Thomson Reuters, knows all about these developments. Tax Executive’s managing editor, Sam Hoffmeister, interviewed him in January to glean some of Grove’s expert… Read more »

Continuing Education Calendar

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2024 Federal Tax Course – Level 2 (Simulive Edition) April 2–May 16 Virtual 2024 Tax Technology Seminar April 29–May 1 Orlando, FL TEI Region 9 Annual Conference April 29–May 1 Palo Alto, CA TEI Region 1 Annual Canadian Tax Conference May 6–8 Ottawa, ON TEI Region 10 Annual Conference May 22–24… Read more »

The Intersection of Tax Technology, R&D Credits, and Innovation: Adapted Insights From Steve Jobs and Bill Gates

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Do you want the good news or the bad news first? The bad news is that research credits are not getting easier to claim in 2024. Internal Revenue Service audits have become more frequent. Taxpayers have suffered losses in court. The IRS has proposed changes to Form 6765, Credit for… Read more »