David Norman
New England Chapter
David Norman’s path began in a small law firm in Western Massachusetts, where he laid the foundation of his tax career. From there, he made his way to Boston, joining KPMG’s state and local tax (SALT) practice. That experience led to a similar role at PwC, and later he took…
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 Birch Risk Advisors Bloomberg Tax & Accounting CAC Specialty Crowe LLP CSC Corptax… Read more »
Breaking Down Real-Time Controls in Global Tax
As governments implement digital approaches to tax filing, reporting, operations, and management, standardization remains elusive—from requirements surrounding e-invoicing to continuous transaction controls (CTCs) and even to interpreting these terms themselves. To unpack the complex regulatory landscape, Sam Hoffmeister, Tax Executive senior managing editor, sat down with Nazar Paradivskyy, Thomson Reuters’… Read more »
TEI Bestows President’s Award on Cathleen Stevens
One of the highest honors a TEI member can receive is the Institute’s President’s Award. At the 75th Midyear Conference in Washington, D.C., in March, TEI gave the President’s Award to Cathleen (Cathy) Stevens. Here’s a summary of Stevens’ impressive career and TEI service, as described by TEI’s international president,… Read more »
TEI Comments—OECD GIR XML Users’ Guide
On March 20, TEI submitted comments to an expert subgroup of Organisation for Economic Co-operation and Development (OECD) Working Party 10 regarding its GloBE Information Return XML Schema and User Guide, which was published on January 15. TEI’s comments focused on the need for the OECD to provide more information… Read more »
2025 State Tax Changes
This year, thirty-nine states made significant changes to their tax codes, effective January 1, continuing a trend of tax reforms to which we’ve become accustomed over the past several years. Changes to the tax code in seven states—Alaska, Connecticut, Louisiana, Nebraska, New Mexico, North Carolina, and Pennsylvania—are highlighted below, and… Read more »
Question: What Are the Key Updates in the FASB Income Tax Disclosure Requirements?
The Expert: Frances Alonso
In 2023, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures. The purpose of the ASU is to enhance the transparency and usefulness of income tax disclosures, primarily focused on two main areas: rate reconciliation and income taxes paid.…
Making Sense of CAMT Complexity
When worlds collide, chaos ensues
The corporate alternative minimum tax (CAMT) under Section 55 of the Internal Revenue Code and related provisions was enacted as part of the Inflation Reduction Act of 2022.1 Its structure as an income tax emanating from book income has resulted in a collision of financial and tax accounting, with the…
Continuing Education Calendar
2025 Tax Technology Seminar May 5–7 Seattle, WA Federal Tax Course – Level 1 May 19–23 Atlanta, GA Consolidated Returns Seminar June 24–25 Virtual Annual Meeting of Members August 10–12 Burlington, VT US International Tax Course August 11–15 Atlanta, GA 3rd Annual International Tax Student Case Competition August 15–16 Montréal,… Read more »
The Impact of AI in R&D Tax Credits
For the last several years we’ve heard that artificial intelligence (AI) is here and it’s changing the world. Yet look around—what’s changed? Sure, chatbots galore are ready to answer a question or two without your sitting on hold. And yes, dozens of tweets and LinkedIn posts are clearly penned by… Read more »
An Overview of the EU Public Country-by-Country Reporting Rules The European Union (EU) has long been at the forefront…
Optimizing Tax Through Structured Data Storage and Data Pipelines In today’s fast-paced digital business environment, tax departments are under…
Preparing Now for 2025 Tax Legislative Activity Editor's note: This article was finalized prior to President Donald…
TEI Roundtable No. 51: The Future Corporate Tax Department As tax moves into the future, in-house professionals are experiencing…
How Tax Insurance Can Be a Valuable Tool for Managing Transfer Pricing Risk in 2025 and Beyond Heightened regulatory scrutiny around the world has made transfer pricing…
TEI to Comment on New Proposed Section 987 Regulations The US Treasury Department and Internal Revenue Service published new…